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: 1693.0 As on (31-07-2025)
Expense Ratio: 2.01% As on (31-07-2025)
Turn over: 81.00% | Exit Load: 1% if redeemed/ switched-out within 90 days from the date of allotment; Nil thereafter
NAV as on 26-08-2025
10.3889
-0.0859
CAGR Since Inception
3.8%
BSE 200 TRI 14.37%
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 | - | - | - | - | 3.8 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | -6.92 | 17.15 | 17.81 | 14.18 | 9.17 |
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
Show All Holdings
Sector Allocation
Show All Sectors
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 | -0.57 | 18.38 | 17.04 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | -1.63 | 21.07 | 19.83 | 21.83 | 14.18 |
| DSP Quant Fund Reg Gr | 10-06-2019 | -2.71 | 11.75 | 10.24 | 13.79 | 0.0 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | -5.05 | 24.7 | 22.81 | 0.0 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | -7.27 | 20.88 | 0.0 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | -8.75 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Quant Fund Reg Gr | 30-06-2021 | -11.19 | 11.69 | 12.35 | 0.0 | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 05-06-2024 | -12.48 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | -12.67 | 17.62 | 20.61 | 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 | - | - | - | - | - | - |