UTI Quant Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund| Category: Equity: Thematic-Quantitative |
| Launch Date: 21-01-2025 |
| Asset Class: Equity |
| Benchmark: BSE 200 TRI |
| TER: 2.04% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,643.67 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 1.06% | Exit Load: 1% if redeemed/ switched-out within 90 days from the date of allotment; Nil thereafter |
10.0403
0.05 (0.5269%)
0.24%
Benchmark: 13.8%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Quant Fund - Regular Plan - Growth Option | 21-01-2025 | -1.2 | - | - | - | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 10.6 | 3.34 | 19.27 | 18.7 | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 7.46 | - | - | - | - |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | 4.89 | - | - | - | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | 3.25 | 3.09 | - | - | - |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | 1.35 | - | - | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 1.18 | 6.03 | 16.66 | 15.4 | 14.41 |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | 0.16 | 3.58 | 8.59 | 8.12 | - |
| Axis Quant Fund - Regular Plan - Growth | 30-06-2021 | -0.46 | -0.72 | 9.97 | - | - |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | -1.13 | 5.35 | 13.78 | 12.18 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.01%
Others
2.23%
Large Cap
66.74%
Mid Cap
27.02%
