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UTI vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹89 Cr | ₹3334 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Apr 2008 | 30 Jul 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 | 0.97 | 1.96 |
| Manager | Ashutosh Bhargava | Sachin Trivedi |
| ISIN Code | INF204K01760 | INF789F01299 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 6.69% | 5.42% |
| 6 Month | -5.32% | -12.15% |
| 1 Year | 8.58% | -0.33% |
| 3 Year | 18.22% | 21.6% |
| 5 Year | 25.26% | 28.92% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -2.43% | -5.65% |
| 1 Year | -7.91% | -21.42% |
| 3 Year | 16.95% | 13.63% |
| 5 Year | 18.52% | 18.73% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 12.69% | 13.92% |
| 3 Year | 11.28% | 15.53% |
| 5 Year | 11.71% | 15.12% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 16.395% |
| Sharp | 0.7% | 0.801% |
| Beta | 1% | - |
| Alpha | 3.97% | - |
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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 |
| Funds Managed | 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 | 5.89 | 4.64 |
| Large Cap | 76.63 | 75.46 |
| Mid Cap | 17.48 | 8.44 |
| Small Cap | - | 11.46 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.97 | 4.64 |
| Energy | 4.39 | - |
| Technology | 14.19 | - |
| Industrials | 9.81 | 15.9 |
| Financial Services | 32.72 | - |
| Basic Materials | 6.12 | - |
| Healthcare | 6.32 | - |
| Consumer Cyclical | 11.55 | 79.46 |
| Real Estate | 0 | - |
| Consumer Defensive | 5.93 | - |
| Communication Services | 3.52 | - |
| Utilities | 2.48 | - |
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