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UTI vs Quant ESG Equity Fund Regular compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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) | ₹3334 Cr | ₹288 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 | 1.96 | 2.42 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.32% | 5.68% |
| 6 Month | -8.78% | -8.79% |
| 1 Year | 1.1% | 1.38% |
| 3 Year | 21.34% | 14.43% |
| 5 Year | 30.4% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.07% | -1.5% |
| 1 Year | -14.96% | -13.58% |
| 3 Year | 16.28% | 13.52% |
| 5 Year | 20.48% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.92% | 24.8% |
| 3 Year | 15.53% | 29.82% |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.395% | 18.756% |
| Sharp | 0.801% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
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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 |
| Funds Managed | 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 | 4.64 | 13.27 |
| Large Cap | 75.46 | 45.01 |
| Small Cap | 11.46 | 20.43 |
| Mid Cap | 8.44 | 21.29 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 4.64 | 13.27 |
| Consumer Cyclical | 79.46 | 6.97 |
| Industrials | 15.9 | - |
| Energy | - | 9.56 |
| Healthcare | - | 19.88 |
| Financial Services | - | 32.57 |
| Consumer Defensive | - | 8.79 |
| Technology | - | 3.22 |
| Utilities | - | 5.74 |
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