UTI Quant Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Quantitative
Launch Date: 21-01-2025
AUM:
1,487.6 Cr
Expense Ratio
2.05%
Benchmark
BSE 200 TRI
ISIN
INF789F1AA80
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Sharwan Kumar Goyal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Quant Fund - Regular Plan - Growth Option | 5.62 | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.2866
Last change
0.13 (1.2774%)
Fund Size (AUM)
₹ 1,487.6 Cr
Performance
2.26% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme. However, there can be no assurance or guarantee that the investment objective of the schemes would be achieved.
Fund Manager
Mr. Sharwan Kumar Goyal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 6.22 |
| Nestle India Ltd | 4.89 |
| COAL INDIA LTD EQ | 4.83 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 4.66 |
| INFOSYS LIMITED EQ FV RS 5 | 4.39 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 4.18 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 4.1 |
| ITC LIMITED EQ NEW FV RE.1/- | 3.82 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.57 |
| Hindustan Aeronautics Ltd | 3.56 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 19.46 |
| Financial Services | 18.95 |
| Information Technology | 17.34 |
| Capital Goods | 15.74 |
| Oil, Gas & Consumable Fuels | 5.48 |
| Healthcare | 4.33 |
| Consumer Durables | 3.62 |
| Chemicals | 3.16 |
| Automobile and Auto Components | 2.03 |
| Telecommunication | 1.82 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI Quant Fund Reg Gr | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 0.0 |
| Quant Quantamental Fund Reg Gr | 0.0 |
| ABSL Quant Fund Reg Gr | 0.0 |
| SBI Quant Fund Reg Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 16.9 |
| DSP Quant Fund Reg Gr | 8.79 |
| Axis Quant Fund Reg Gr | 0.0 |
| ICICI Pru Quant Fund Gr | 14.45 |
| Kotak Quant Fund Reg Gr | 0.0 |