UTI Quant Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund
Category: Equity: Thematic-Quantitative
Status: Open Ended Schemes
Launch Date: 21-01-2025
Minimum Investment: 1000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: BSE 200 TRI
Total Assets: 1727.34 As on (30-06-2025)
Expense Ratio: 2.01% As on (30-06-2025)
Turn over: 81.00% | Exit Load: 1% if redeemed/ switched-out within 90 days from the date of allotment; Nil thereafter
NAV as on 25-07-2025
10.3454
-0.124
CAGR Since Inception
3.36%
BSE 200 TRI 14.52%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| UTI Quant Fund - Regular Plan - Growth Option | - | - | - | - | 3.36 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | -3.14 | 19.79 | 18.73 | 13.46 | 9.85 |
Funds Manager
Mr. Sharwan Kumar Goyal
RETURNS CALCULATORS for UTI Quant Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of UTI Quant Fund - Regular Plan - Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of UTI Quant Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| UTI Quant Fund Reg Gr | 21-01-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Quant Fund Gr | 05-12-2020 | 3.65 | 18.68 | 18.46 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | 1.98 | 20.91 | 22.58 | 22.76 | 13.46 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | 0.18 | 26.31 | 26.79 | 0.0 | 0.0 |
| DSP Quant Fund Reg Gr | 10-06-2019 | 0.17 | 10.39 | 11.72 | 14.7 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | -5.41 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 05-06-2024 | -5.66 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | -5.78 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Quant Fund Reg Gr | 30-06-2021 | -6.42 | 11.74 | 15.24 | 0.0 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | -10.99 | 18.62 | 23.93 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of UTI Quant Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI Quant Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Equity: Thematic-Quantitative | - | - | - | - | - | - |