Comprehensive analysis of UTI-Quant Fund - Regular (G) (45403) 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 indicators
Weak Returns
High Risk
High Expenses
Equity Focused
New Team
Poor Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Recent performance momentum
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund manager experience
Fund management costs
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 | 7.39% |
| Bharat Electronics Ltd | Aerospace & Defence | 4.58% |
| Nestle India Ltd | FMCG | 4.35% |
| Britannia Industries Ltd | FMCG | 4.16% |
| HCL Technologies Ltd | IT - Software | 4.02% |
| Asian Paints Ltd | Paints/Varnish | 3.99% |
| ITC Ltd | Tobacco Products | 3.95% |
| Infosys Ltd | IT - Software | 3.86% |
| Coal India Ltd | Mining & Mineral products | 3.80% |
| Tata Consultancy Services Ltd | IT - Software | 3.69% |
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 | 1W | 1M | 3M |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 3.37% | 3.51% | 14.28% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 3.35% | 3.45% | 14.08% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 1.75% | 4.13% | 14.57% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 1.75% | 4.13% | 14.57% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 1.74% | 4.05% | 14.33% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 1.74% | 4.05% | 14.33% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | 2.24% | 2.71% | 9.40% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | 2.24% | 2.71% | 9.40% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | 2.30% | 4.81% | 11.95% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 1.56% | 0.36% | 5.43% |
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