- Mutual Funds
- UTI Mutual Fund
- UTI Quant Fund Direct Growth
UTI Quant Fund Direct Plan Growth
₹ 10.41
NAV (Jul 29)
View Less
UTI Quant Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment68,032
Wealth Gained8,00,644
Total Corpus Created (₹)
With CAGR of 3.721 % in 5 yearsHistorical NAV
₹ 10.4142
NAV (Jul 29)
Fund Returns
Last 1Y | - |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 3.7% |
6 Month CAGR | 5.1% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme.
Expense Ratio | 0.37 % |
Launched <1Y | 2025-01-21 |
AUM in Crores | 1727.3 |
ISIN | INF789F1AA98 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 200 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Quant Fund Direct (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Allocation by Sector
Technology
23.02%Consumer Staples
19.85%Services
10.1%Capital Goods
9.5%Materials
9.41%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 110,392 cr | ||
₹ 72,336 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 79,584 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.8% | 10.3% | ||
12% | 10% | ||
7.9% | 7% | ||
7.6% | 6.8% | ||
7.5% | 7% |
UTI Quant Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment68,032
Wealth Gained8,00,644
Total Corpus Created (₹)
With CAGR of 3.721 % in 5 yearsFrequently Asked Questions
What is the expense ratio for UTI Quant Fund Direct Plan Growth?
What is the current AUM of UTI Quant Fund Direct Growth?
What is the latest NAV of UTI Quant Fund Direct Growth?
What is the Riskometer rating for UTI Quant Fund Direct Plan Growth?
Which are the top sector holdings in UTI Quant Fund Direct Plan?
Which are the top stock holdings in UTI Quant Fund Direct Plan?
What is the asset allocation of UTI Quant Fund Direct Plan Growth?
What has been the performance of UTI Quant Fund Direct Growth returns?
Does UTI Quant Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in UTI Quant Fund Direct Plan Growth?
How to invest in UTI Quant Fund Direct Growth?
How can I redeem my investment in UTI Quant Fund Direct Plan?