UTI vs Quant ESG Equity Fund Regular compare

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

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Fund UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3435 Cr ₹278 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2005 05 Nov 2020
Category Thematic Transportation Other Themes
Fund Type Open Ended Open-ended
Benchmark Nifty Transportation & Logistics TRI NIFTY 100 ESG TRI
Turn Over 14% %
Expense Ratio 1.91 2.39
Manager Sachin Trivedi Sanjeev Sharma
ISIN Code INF789F01299 INF966L01AB8
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
1 Month -0.51% 1.32%
6 Month 23.56% 20.8%
1 Year 57.19% 54.41%
3 Year 33.46% 30.36%
5 Year 27.76% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 29.95% 21.9%
3 Year 70.77% 53.64%
5 Year 121.33% 74.14%

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 29.03% 28.13%
3 Year 82.61% 69.46%
5 Year 125.14% 75.54%

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 14.14% 17.3%
Sharp 1.69% 1.25%
Beta 0.94% 0.94%
Alpha -1.54% 12.45%

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Fund Managers

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Name Sachin Trivedi Sanjeev Sharma
Total AUM ₹7301 Cr ₹39731 Cr
Fund Manage 3 22
UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Quant ESG Equity Fund Regular - Growth

Others 6.08 13.46
Small Cap 5.59 22.4
Mid Cap 25.01 10.01
Large Cap 63.32 54.11

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Quant ESG Equity Fund Regular - Growth

Others 6.01 -2.96
Financial 0.9 18.3
Energy 0.1 24.53
Automobile 74.8 -
Services 14.01 17.06
Capital Goods 3.3 -
Metals & Mining 0.88 -
Materials - 0.43
Healthcare - 16.19
Insurance - 4.95
Consumer Staples - 13.5
Technology - 7.98

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