Compare UTI Quant Fund vs DSP Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2
1.27
NAV
₹10.55
₹22.10
Fund Started
02 Jan 2025
20 May 2019
Fund Size
₹1863.27 Cr
₹880.84 Cr
Exit Load
1% for redemption within 90 Days
-
1 Year
-
8.72%
3 Year
-
11.73%
5 Year
-
9.41%
Equity
94.93%
98.80%
Cash
3.92%
1.20%
Top 10 Holdings
Infosys Ltd. | 5.41% |
Bharat Electronics Ltd. | 5.35% |
HCL Technologies Ltd. | 4.73% |
Tata Consultancy Services Ltd. | 4.72% |
ITC Ltd. | 4.53% |
Nestle India Ltd. | 4.39% |
Britannia Industries Ltd. | 4.07% |
Coal India Ltd. | 3.92% |
Hindustan Aeronautics Ltd. | 3.92% |
Persistent Systems Ltd. | 3.51% |
HDFC Bank Ltd. | 8.71% |
ICICI Bank Ltd. | 5.57% |
Bharti Airtel Ltd. | 3.47% |
Shriram Finance Ltd | 3.36% |
Infosys Ltd. | 3.19% |
Larsen & Toubro Ltd. | 2.87% |
Eicher Motors Ltd. | 2.84% |
Hindalco Industries Ltd. | 2.76% |
Hindustan Zinc Ltd. | 2.55% |
Maruti Suzuki India Ltd. | 2.53% |
Name
Sharwan Kumar Goyal
-
Start Date
28 Jan 2025
-
Description
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme.
The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced based on a quant model theme.
Launch Date
02 Jan 2025
20 May 2019