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UTI Quant Fund Direct Growth

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Overview

UTI Quant Fund Direct Growth

UTI Mutual Fund

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme.

Investments in UTI Quant Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 9.9102

Fund Size (AUM)

₹1461.56 Cr

Risk

Very High (Risk rating: 6/10)

Minimum Investment

Lumpsum: ₹ 1000

SIP: ₹500

Launch Date

21-Jan-2025

Expense Ratio

0.34%

Exit Load

1% for redemption within 90 Days

Benchmark

BSE 200 Total Return Index

Standard Deviation

N/A

History

Performance & Ratios

1-Year SIP Return

N/A

3-Year SIP Return

N/A

5-Year SIP Return

N/A

Mean Return

N/A

Alpha

-

Beta

-

Sharpe Ratio

-

Sortino Ratio

-

Information Ratio

-

Returns
1Y 3Y 5Y All Time
Fund Returns N/A N/A N/A N/A
Category Average 5.23% 17.08% 27.03% N/A
Rank Within Category N/A N/A N/A N/A

Holdings (75)

Company Sector Instrument Assets
Infosys Ltd. Technology Equity 4.69%
ITC Ltd. Consumer Staples Equity 4.59%
Tata Consultancy Services Ltd. Technology Equity 4.54%
HCL Technologies Ltd. Technology Equity 4.37%
Asian Paints Ltd. Chemicals Equity 4.35%
Nestle India Ltd. Consumer Staples Equity 4.28%
Coal India Ltd. Energy Equity 4.13%
Britannia Industries Ltd. Consumer Staples Equity 4.03%
Bharat Electronics Ltd. Capital Goods Equity 3.67%
Colgate-Palmolive (India) Ltd. Consumer Staples Equity 3.51%

Holdings Analysis

Peer Comparison

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 500

Multiplier: 1

Systematic Transfer Plan (STP):

Frequency: MONTHLY

Dates: Any day of the month

Min Amount: ₹ 1000

Min Installments: 6

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: Any day of the month

Min Amount: ₹ 500

Min Installments: 3

AMC Details

Asset Management Company

UTI Mutual Fund

UTI Mutual Fund started their mutual fund on 01/02/2003 and its managing total assets of ₹1,50,669 Cr. Its ranked at 6 as per total assets at end of 30th Sep 2017. UTI Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from 1 February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund. UTI AMC, India’s most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India’s leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

Launch Date

2002-11-14T00:00:00.296Z

Total AUM

₹ 337639.69 Cr

Address

UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051

Phone

0263 2296993

Website

http://www.utimf.com

Sub Type

Contra

Sub Type Info

Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.

Tax Impact

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

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Frequently Asked Questions

How is the overall rating calculated?

The overall rating for UTI Quant Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of UTI Quant Fund Direct Growth?

The top stocks held by UTI Quant Fund Direct Growth include Infosys Ltd., ITC Ltd., Tata Consultancy Services Ltd..

Which industries does UTI Quant Fund Direct Growth invest in?

UTI Quant Fund Direct Growth primarily invests in the following industries: Technology, Consumer Staples, Chemicals.

Who are the fund managers of UTI Quant Fund Direct Growth?

The fund managers of UTI Quant Fund Direct Growth are Sharwan Kumar Goyal and Deepesh Agarwal.

How many years has the fund manager been managing UTI Quant Fund Direct Growth?

Sharwan Kumar Goyal: Calculating...
Deepesh Agarwal: Calculating...

What is the minimum investment for UTI Quant Fund Direct Growth?

The minimum investment for UTI Quant Fund Direct Growth is ₹1000 for lumpsum investments and ₹500 for SIPs.

What are the average 1-year returns for UTI Quant Fund Direct Growth?

Calculating...

What are the average 3-year returns for UTI Quant Fund Direct Growth?

Calculating...

What is the expense ratio of UTI Quant Fund Direct Growth, and how does it compare to its category?

The expense ratio of UTI Quant Fund Direct Growth is 0.34%. No category comparison data is available.