Comprehensive analysis of UTI-Quant Fund - Direct (G) (45404) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI Asset Management Company Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Strong Returns
High Risk
Low Expense Ratio
Equity Focused
New Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Recent performance momentum
Outperformance vs benchmark
Market exposure level
Fund management costs
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund manager experience
This fund has underperformed its benchmark by 6.22% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 6.98% |
| Bharat Electronics Ltd | Aerospace & Defence | 4.57% |
| Britannia Industries Ltd | FMCG | 4.40% |
| Asian Paints Ltd | Paints/Varnish | 4.35% |
| Nestle India Ltd | FMCG | 4.30% |
| ITC Ltd | Tobacco Products | 4.23% |
| Coal India Ltd | Mining & Mineral products | 3.88% |
| Infosys Ltd | IT - Software | 3.71% |
| HCL Technologies Ltd | IT - Software | 3.69% |
| Hindustan Aeronautics Ltd | Aerospace & Defence | 3.36% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1540.61 | 1.47% | 4.17% | 20.90% |
| Aditya Birla SL MNC Fund - (G) | ₹1383.22 | 1.41% | 3.98% | 20.48% |
| Nippon India Banking&Financial Services-Dir(G) | ₹662.94 | -1.32% | -2.23% | 13.57% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹662.94 | -1.32% | -2.23% | 13.57% |
| Nippon India Banking&Financial Services (G) | ₹606.00 | -1.39% | -2.44% | 13.09% |
| Nippon India Banking&Financial Services (Bonus) | ₹606.00 | -1.39% | -2.44% | 13.09% |
| Nippon India Pharma Fund - Direct (G) | ₹574.98 | -0.43% | 2.59% | 13.30% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹574.98 | -0.43% | 2.59% | 13.30% |
| Franklin India Technology Fund - Direct (G) | ₹565.29 | 2.73% | 3.31% | 7.85% |
| ICICI Pru FMCG Fund - Direct (G) | ₹542.41 | 1.69% | 3.11% | 13.18% |
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