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: 1834.04 As on (31-10-2025)
Expense Ratio: 1.99% As on (31-10-2025)
Turn over: 81.00% | Exit Load: 1% if redeemed/ switched-out within 90 days from the date of allotment; Nil thereafter
NAV as on 01-12-2025
10.7465
0.0152
CAGR Since Inception
7.37%
BSE 200 TRI 14.49%
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 | - | - | - | - | 7.37 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | 3.25 | 16.66 | 16.43 | 14.76 | 10.95 |
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 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | 6.51 | 18.61 | 22.66 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | 6.5 | 18.04 | 19.05 | 20.87 | 14.76 |
| ICICI Pru Quant Fund Gr | 05-12-2020 | 6.45 | 16.26 | 16.07 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | 5.37 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Quant Fund Reg Gr | 10-06-2019 | 5.35 | 11.62 | 10.55 | 11.99 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | 3.01 | 15.04 | 18.88 | 0.0 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | 2.94 | 15.62 | 0.0 | 0.0 | 0.0 |
| Axis Quant Fund Reg Gr | 30-06-2021 | -0.19 | 10.16 | 12.73 | 0.0 | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 05-06-2024 | -6.66 | 0.0 | 0.0 | 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 | - | - | - | - | - | - |