UTI vs Quant ESG Equity Fund Regular compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
| 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) | ₹3478 Cr | ₹309 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 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 | 1.93 | 2.39 |
| Manager | Sachin Trivedi | Sanjeev Sharma |
| ISIN Code | INF789F01299 | INF966L01AB8 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.43% | -3.1% |
| 6 Month | -9.08% | -3.65% |
| 1 Year | 22.14% | 17.94% |
| 3 Year | 24.52% | 19.52% |
| 5 Year | 21.64% | - |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.97% | -0.43% |
| 3 Year | 24.38% | 20.39% |
| 5 Year | 25.73% | - |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.71% | 25.14% |
| 3 Year | 15.14% | 30.59% |
| 5 Year | 14.74% | - |
| 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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| 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 |
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 4.07 | 9.98 |
| Small Cap | 8.18 | 28.14 |
| Mid Cap | 14.49 | 5.88 |
| Large Cap | 73.25 | 55.99 |
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 4.07 | 9.98 |
| Auto Components | 18.94 | - |
| Transport Services | 8 | - |
| Agricultural, Commercial & Construction Vehicles | 2.04 | - |
| Automobiles | 57.44 | - |
| Industrial Products | 0.91 | - |
| Transport Infrastructure | 5.68 | - |
| Retailing | 2.38 | 7.83 |
| Finance | 0.42 | 11.77 |
| Commercial Services & Supplies | 0.11 | 0.99 |
| Petroleum Products | - | 9.32 |
| Insurance | - | 16.89 |
| Pharmaceuticals & Biotechnology | - | 11.59 |
| Agricultural Food & other Products | - | 5 |
| Food Products | - | 21.03 |
| Telecom - Services | - | 4.71 |
| IT - Software | - | 0.88 |
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