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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹9.6999 0.44%
As on 16-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
UTI Quant Fund - Direct Plan
|
|
Very High
|
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0.34 |
||
|
|
Very High
|
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0.74 |
|||
|
|
Very High
|
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0.82 |
|||
|
|
Very High
|
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0.54 |
|||
|
|
Very High
|
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0.62 |
₹1,462 Cr
1.00 (90)
1,000
1
500
6
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme.
Suitability
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
UTI Quant Fund - Direct Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Quant Fund - Direct Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Quant Fund - Direct Plan is ₹9.6999 as of 17-Apr-2025.
The AUM of UTI Quant Fund - Direct Plan Fund is ₹1,462 Cr as of 31-Mar-2025
The riskometer level of UTI Quant Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
4.69
|
|
|
4.59
|
|
|
4.54
|
|
|
4.37
|
|
|
4.35
|
As of 31-Mar-2025, UTI Quant Fund - Direct Plan had invested 98.03% in Equity, 1.26% in Cash & Cash Eq. and 0.71% in Debt See More
UTI Quant Fund - Direct Plan is 0 years 2 months old. It has delivered -3.00% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
--
|
--
|
--
|
--
|
--
|
-3.00%
|
No, There is no lock in period in UTI Quant Fund - Direct Plan.
The expense ratio of UTI Quant Fund - Direct Plan is 0.34.
