Tata Quant Fund vs UTI compare
Tata Quant Fund-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
| 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) | ₹63 Cr | ₹3435 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jan 2020 | 01 Aug 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 | 2.38 | 1.91 |
| Manager | Sailesh Jain | Sachin Trivedi |
| ISIN Code | INF277K016Y9 | INF789F01299 |
| Exits Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 2.48% | -0.51% |
| 6 Month | 23.86% | 23.56% |
| 1 Year | 35.04% | 57.19% |
| 3 Year | 16.51% | 33.46% |
| 5 Year | - | 27.76% |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.63% | 29.95% |
| 3 Year | 32.14% | 70.77% |
| 5 Year | 45% | 121.33% |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 16.47% | 29.03% |
| 3 Year | 39.47% | 82.61% |
| 5 Year | 51% | 125.14% |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 11.53% | 14.14% |
| Sharp | 0.68% | 1.69% |
| Beta | 0.8% | 0.94% |
| Alpha | -0.77% | -1.54% |
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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 |
| Fund Manage | 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 | 7.06 | 6.08 |
| Mid Cap | 50.3 | 25.01 |
| Large Cap | 42.64 | 63.32 |
| Small Cap | - | 5.59 |
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.91 | 6.01 |
| Materials | 1.22 | - |
| Healthcare | 17.39 | - |
| Financial | 13.42 | 0.9 |
| Communication | 13.41 | - |
| Insurance | 8.53 | - |
| Consumer Discretionary | 0.48 | - |
| Consumer Staples | 6.72 | - |
| Capital Goods | 0.27 | 3.3 |
| Chemicals | 8.88 | - |
| Services | 16.01 | 14.01 |
| Automobile | 5.76 | 74.8 |
| Construction | 3.57 | - |
| Technology | 0.81 | - |
| Textiles | 0.62 | - |
| Energy | - | 0.1 |
| Metals & Mining | - | 0.88 |
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