Tata Quant Fund vs UTI compare

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Tata Quant Fund-Regular Plan-Growth

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UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Fund	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹66 Cr	₹3334 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	27 Jan 2020	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	Nifty Transportation & Logistics TRI
Turn Over	349.61%	14%
Expense Ratio	2.4	1.96
Manager	Sailesh Jain	Sachin Trivedi
ISIN Code	INF277K016Y9	INF789F01299
Exits Load	Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-100%	4.92%
6 Month	-100%	-15.73%
1 Year	-100%	-1.48%
3 Year	-100%	21.16%
5 Year	-100%	29.79%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-4.23%	-5.65%
1 Year	-11.46%	-21.42%
3 Year	10.52%	13.63%
5 Year	11.18%	18.73%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	18.99%	13.92%
3 Year	13.85%	15.53%
5 Year	7.67%	15.12%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	14.21%	16.395%
Sharp	0.361%	0.801%
Beta	-	-
Alpha	-	-

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Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Name	Sailesh Jain	Sachin Trivedi
Total AUM	₹17041 Cr	₹7301 Cr
Funds Managed	7	3
	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	5.33	4.64
Large Cap	49.88	75.46
Mid Cap	44.78	8.44
Small Cap	0	11.46

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	5.33	4.64
Industrials	4.39	15.9
Basic Materials	15.9	-
Financial Services	30.17	-
Energy	0.84	-
Consumer Cyclical	4.18	79.46
Healthcare	8.14	-
Technology	19.92	-
Utilities	6.67	-
Consumer Defensive	0	-
Communication Services	4.46	-
Real Estate	0	-