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UTI Quant Fund - Regular Plan - Growth Option

Category: Equity: Thematic-Quantitative Launch Date: 21-01-2025
AUM:

₹ 1,643.67 Cr

Expense Ratio

2.04%

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 -5.03 - -
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
10.0115
Last change
-0.05 (-0.5074%)
Fund Size (AUM)
₹ 1,643.67 Cr
Performance
0.02% (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 (%)
Nestle India Ltd 4.41
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- 3.91
ITC LIMITED EQ NEW FV RE.1/- 3.9
Kotak Mahindra Bank Limited 3.84
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 3.77
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.63
HDFC BANK LIMITED EQ NEW FV RE. 1/- 3.46
INFOSYS LIMITED EQ FV RS 5 3.11
TITAN COMPANY LIMITED EQ NEW Re.1/- 3.09
NET CURRENT ASSETS 3.03

Sector Allocation

Sector Holdings (%)
Financial Services 25.24
Fast Moving Consumer Goods 16.72
Capital Goods 13.17
Information Technology 11.79
Consumer Durables 5.42
Metals & Mining 4.57
Automobile and Auto Components 4.41
Consumer Services 2.57
Services 2.46
Oil, Gas & Consumable Fuels 2.43

Peer Comparison

Scheme Name 5Y (%)
UTI Quant Fund Reg Gr 0.0