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UTI Mutual Fund · Equity: Thematic-Quantitative
UTI Quant Fund - Regular Plan - Growth Option
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.
EquityBenchmark · BSE 200 TRITER · 2.04%Inception · 21-01-2025
NAV
₹10.11
+0.69% · as of 14-05-2026
Since inception
0.78%
CAGR
Benchmark (inception)
13.85%
CAGR
Fund size
₹16 Cr
AUM
Expense ratio
2.04%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +0.78% CAGR vs benchmark +13.85%.
Portfolio
Where the money is invested
Top holdings
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-4.12%
ITC LIMITED EQ NEW FV RE.1/-3.94%
Nestle India Ltd3.92%
Kotak Mahindra Bank Limited3.91%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.87%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.83%
INFOSYS LIMITED EQ FV RS 53.68%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.62%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.14%
TITAN COMPANY LIMITED EQ NEW Re.1/-3.08%
Sector allocation
Financial Services25.31%
Fast Moving Consumer Goods16.34%
Information Technology13.00%
Capital Goods12.32%
Automobile and Auto Components5.69%
Consumer Durables5.55%
Metals & Mining4.95%
Oil, Gas & Consumable Fuels2.53%
Services2.52%
Consumer Services2.37%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.8% p.a.₹10,000
10 years
Projected value
₹12,48,430
Invested: ₹12,00,000
Gained: ₹48,430
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sharwan Kumar Goyal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153205
ISIN (Growth)
INF789F1AA80
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Quantitative funds
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