UTI Quant Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Quantitative
Launch Date: 21-01-2025
Asset Class: Equity
Benchmark: BSE 200 TRI
Expense Ratio: 2.03% As on ( 30-04-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 1,617.88 Cr As on ( 30-05-2025)
Turn over:
NAV as on 13-06-2025
10.5258
-0.03 ( -0.304% )
CAGR Since Inception
5.17%
BSE 200 TRI 14.55%
Performance of UTI Quant Fund - Regular Plan - Growth Option
Fund Managers

Mr. Sharwan Kumar Goyal

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.

Returns Calculator for UTI Quant Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
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 7.48 21.28 20.09 0.0 0.0
Nippon India Quant Fund Gr Gr 02-02-2005 5.46 23.22 24.51 24.42 13.79
360 One Quant Fund Reg Gr 29-11-2021 4.7 30.04 29.91 0.0 0.0
DSP Quant Fund Reg Gr 10-06-2019 3.08 12.48 14.24 17.04 0.0
Axis Quant Fund Reg Gr 30-06-2021 -4.01 13.87 17.11 0.0 0.0
Kotak Quant Fund Reg Gr 02-08-2023 -4.9 0.0 0.0 0.0 0.0
Quant Quantamental Fund Reg Gr 20-04-2021 -7.68 22.55 27.51 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of UTI Quant Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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