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 | -2.01% | -6% |
6 Month | -10.76% | -18.65% |
1 Year | 1.66% | -2.84% |
3 Year | 17.92% | 23.11% |
5 Year | 21.23% | 24.03% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | -8.41% | -11.28% |
1 Year | -13.99% | -25.4% |
3 Year | 15.34% | 13.75% |
5 Year | 18.03% | 19.4% |
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 | 14.614% | 16.395% |
Sharp | 0.715% | 0.801% |
Beta | - | - |
Alpha | - | - |
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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 |
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 | 4.0286 | 4.63951 |
Large Cap | 80.08644 | 75.45629 |
Mid Cap | 15.88498 | 8.44039 |
Small Cap | 0 | 11.46384 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 1.59445 | 4.63951 |
Energy | 4.38908 | - |
Technology | 14.22104 | - |
Industrials | 9.09309 | 15.90144 |
Financial Services | 34.44383 | - |
Basic Materials | 4.45578 | - |
Healthcare | 6.80252 | - |
Real Estate | 1.62288 | - |
Consumer Cyclical | 12.52239 | 79.45908 |
Consumer Defensive | 4.40318 | - |
Communication Services | 4.0042 | - |
Utilities | 2.44758 | - |
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