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UTI vs Quant Quantamental Fund Regular compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3334 Cr | ₹2122 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 20 Apr 2021 |
| Category | Thematic Transportation | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 200 TRI |
| Turn Over | 14% | % |
| Expense Ratio | 1.96 | 2 |
| Manager | Sachin Trivedi | Sanjeev Sharma |
| ISIN Code | INF789F01299 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | -8.15% | -4.95% |
| 6 Month | -17.61% | -18.9% |
| 1 Year | -1.75% | -9.49% |
| 3 Year | 25.84% | 25.65% |
| 5 Year | 23.19% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -11.28% | -10.95% |
| 1 Year | -23.04% | -26.35% |
| 3 Year | 14.79% | 14.34% |
| 5 Year | 20.15% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.92% | 27.76% |
| 3 Year | 15.53% | 31.29% |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.812% | 17.328% |
| Sharp | 0.9% | 0.966% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 4.63951 | 20.63178 |
| Large Cap | 75.45629 | 67.16361 |
| Small Cap | 11.46384 | 7.29462 |
| Mid Cap | 8.44039 | 4.90998 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 4.63951 | 20.63178 |
| Consumer Cyclical | 79.45908 | 5.51674 |
| Industrials | 15.90144 | 10.48743 |
| Energy | - | 12.93918 |
| Healthcare | - | 6.31654 |
| Financial Services | - | 25.0414 |
| Consumer Defensive | - | 9.85376 |
| Basic Materials | - | 1.37542 |
| Communication Services | - | 0.90389 |
| Utilities | - | 6.93385 |
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