UTI vs Nippon India Quant Fund compare

Link copied to clipboard!

Nippon India Quant Fund -Growth Plan - Growth Option

Invest Now

UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Fund	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹89 Cr	₹3334 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	18 Apr 2008	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	Nifty Transportation & Logistics TRI
Turn Over	119%	14%
Expense Ratio	0.97	1.96
Manager	Ashutosh Bhargava	Sachin Trivedi
ISIN Code	INF204K01760	INF789F01299
Exits Load	Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	1.92%	5.41%
6 Month	1.09%	0.92%
1 Year	8.06%	-1.2%
3 Year	23.45%	23.77%
5 Year	25.46%	29.54%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	5.17%	6.85%
1 Year	4.55%	-0.24%
3 Year	21.07%	20.39%
5 Year	20.92%	22.48%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	11.98%	13.52%
3 Year	11.46%	15.91%
5 Year	11.83%	15.62%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.02%	16.395%
Sharp	0.93%	0.801%
Beta	0.99%	-
Alpha	4.55%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Name	Ashutosh Bhargava	Sachin Trivedi
Total AUM	₹121448 Cr	₹7301 Cr
Funds Managed	12	3
	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.01	4.64
Large Cap	80.88	75.46
Mid Cap	18.11	8.44
Small Cap	-	11.46

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.01	4.64
Petroleum Products	6.25	-
IT - Software	8.3	-
Construction	4.74	-
Non - Ferrous Metals	2.22	-
Banks	21.16	-
Pharmaceuticals & Biotechnology	6.29	-
Cement & Cement Products	1.98	-
Leisure Services	2.05	-
Automobiles	6.26	-
Capital Markets	1.74	-
Finance	8.88	-
Fertilizers & Agrochemicals	1.72	-
Personal Products	1.77	-
Agricultural Food & other Products	2.12	-
Diversified Metals	2.64	-
Aerospace & Defense	3.11	-
Telecom - Services	3.57	-
Transport Services	2.5	-
Power	2.62	-
Textiles & Apparels	1.74	-
Insurance	1.49	-
Beverages	2.28	-
Consumer Durables	1.57	-
Financial Technology (Fintech)	1.99	-
Consumer Cyclical	-	79.46
Industrials	-	15.9