UTI vs Nippon India Quant Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

Invest Now

tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Fund Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹71 Cr ₹3435 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Feb 2005 01 Aug 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark BSE 200 Nifty Transportation & Logistics TRI
Turn Over 119% 14%
Expense Ratio 0.98 1.91
Manager Ashutosh Bhargava Sachin Trivedi
ISIN Code INF204K01760 INF789F01299
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Month -5.54% -6.47%
6 Month 5.93% -0.79%
1 Year 31.53% 32.78%
3 Year 18.66% 22.08%
5 Year 21.4% 22.33%

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 20.67% 14.31%
3 Year 26.77% 28.6%
5 Year 24.98% 27.6%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Year 12.36% 13.71%
3 Year 11.1% 15.14%
5 Year 11.62% 14.74%

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 13.02% 14.14%
Sharp 0.9% 1.69%
Beta 1% 0.94%
Alpha 4.58% -1.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Name Ashutosh Bhargava Sachin Trivedi
Total AUM ₹121448 Cr ₹7301 Cr
Fund Manage 12 3
Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 3.89 6.08
Large Cap 80.36 63.32
Mid Cap 15.75 25.01
Small Cap - 5.59

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 3.89 6.01
Energy 11.29 0.1
Technology 6.1 -
Construction 6.93 -
Financial 32.02 0.9
Capital Goods 8.08 3.3
Consumer Staples 9.19 -
Automobile 11.03 74.8
Metals & Mining 3.33 0.88
Healthcare 3.41 -
Materials 2.8 -
Services 1.93 14.01

Top Comparisons

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns5.66%

VS

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.2%

Compare Now

ICICI Prudential Long Term Bond Fund - Growth ICICI Prudential Long Term Bond Fund - Growth

3Y Returns5.46%

VS

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

3Y Returns8.13%

VS

Nippon India Japan Equity Fund- Growth Plan- Growth Option Nippon India Japan Equity Fund- Growth Plan- Growth Option

3Y Returns1.6%

Compare Now

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.68%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns5.26%

Compare Now
Request call back
Add to Cart Successfully