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 Risk | Very High Risk |
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 | -3.11% | -6.53% |
6 Month | -16.39% | -20.47% |
1 Year | 2.36% | -4.77% |
3 Year | 19.83% | 17.03% |
5 Year | 20.63% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -16.17% | -19.33% |
3 Year | 17.14% | 12.48% |
5 Year | 21.76% | - |
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 | 15.812% | 18.756% |
Sharp | 0.9% | 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 |
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 | 4.07 | 9.98 |
Small Cap | 8.18 | 28.14 |
Mid Cap | 14.49 | 5.88 |
Large Cap | 73.25 | 55.99 |
Sector Allocation
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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