UTI Quant Fund Regular - Growth

Fund Details

NAV 10.465

Sub-Type Thematic-Quant

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.04

Fund Size(in Crores) 1851.03

Fund Performance

1 Month -2.0%

3 Month -1.37%

6 Month 1.0%

1 Year 3.55%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.53%) Market Cap Mid Cap 21.32 Large Cap 69.46 Small Cap 7.76 Top Sectors Technology 21.05 Consumer Staples 18.84 Capital Goods 16 Financial 13.23 Materials 6.55 Services 5.93 Healthcare 4.05 Chemicals 3.24 Automobile 2.08 Communication 1.88 Insurance 1.65 Textiles 1.45 Metals & Mining 1.17 Energy 0.7 Construction 0.36 Consumer Discretionary 0.35 Top Holding Coal India 4.19 HDFC Bank 1.81 Oracle Financial Services Software 0.92 MRF 0.42 CAMS 1.27 Dixon Technologies (India) 2.22 Tata Consumer Products 0.16 SBI Life Insurance Company 0.73 ITC 4.55 Radico Khaitan 0.29 UPL 1.02 Divi's Laboratories 0.68 Hindustan Unilever 0.53 PI Industries 0.06 Nippon Life India Asset Management 0.62 Fortis Healthcare 0.73 Dr. Lal Pathlabs 0.39 Max Financial Services 0.39 Bajaj Finance 1.19 Interglobe Aviation 0.91 Bharti Airtel 1.88 Krishna Institute 0.19 CRISIL 0.23 Hyundai Motor 0.9 Ultratech Cement 0.28 Triveni Turbine 0.36 Cummins India 3.08 Persistent Systems 3.01 Maruti Suzuki India 0.75 Page Industries 1.45 Sun Pharmaceutical Industries 0.62 Aditya Birla Capital 0.87 Hindustan Aero 3.84 Navin Fluorine International 0.3 Hindustan Zinc 1.17 Central Depository Services (India) 1.06 Bharat Electronics 5.23 Dr. Reddy's Laboratories 0.27 Pidilite Industries 0.14 MCX 0.77 Marico 2.2 Infosys 5.25 Tata Consultancy 4.85 Dalmia Bharat 0.16 Nestle India 4.51 Grasim Industries 0.25 KPIT Technologies 1.25 Kwality Walls India 0.01 Coromandel International 0.3 Solar Industries India 1.05 Indian Railway Catering & Tourism 1.17 Dabur India 0.08 HDFC AMC 2.84 Bajaj Finserv 0.24 ICICI Bank 1.6 Kotak Mahindra Bank 0.65 AU Small Finance Bank 0.93 Colgate-Palmolive (India) 2.17 Aster DM Healthcare 0.17 Britannia Industries 4.34 SRF 0.36 BSE 1.13 Muthoot Finance 1 HCL Technologies 4.76 Tata Elxsi 1 SBI Cards 0.03 Reliance Industries 0.7 ABB India 1.63 HDFC Life Insurance 0.92 Titan Company 0.35 JK Cement 0.29 Torrent Pharmaceuticals 0.08 One97 Communications 0.44 Shree Cement 0.06 Apollo Hospitals Enterprise 0.2 Asian Paints 1.32 Glenmark Pharmaceuticals 0.72

Debt & Others (1.47%) Sector Allocation GOI Securities 1.11 CBLO 0.04 Net Current Assets 0.32 Debt Credit Ratings Debt Category GOI 1.11 Others 0.36

Comparison with same funds

Equity, Flexi Cap funds 360 ONE Quant Fund Regular - Growth Ret 1M -1.76% Ret 1Y 12.18% Ret 3Y 24.99% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Quant Fund Regular - IDCW Payout Ret 1M -1.76% Ret 1Y 12.18% Ret 3Y 24.99% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Quant Fund Regular - IDCW Reinvestment Ret 1M -1.76% Ret 1Y 12.18% Ret 3Y 24.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Quant Fund Regular-Growth Ret 1M -0.29% Ret 1Y 14.09% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Quant Fund Regular-IDCW Ret 1M -0.29% Ret 1Y 14.09% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-Growth Ret 1M -2.91% Ret 1Y 5.33% Ret 3Y 14.06% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-IDCW Payout Ret 1M -2.91% Ret 1Y 5.33% Ret 3Y 14.06% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-IDCW Reinvestment Ret 1M -2.91% Ret 1Y 5.33% Ret 3Y 14.06% Ret 5Y 0%

Equity, Flexi Cap funds DSP Quant Fund Regular - Growth Ret 1M -2.68% Ret 1Y 8.04% Ret 3Y 12.54% Ret 5Y 9.33%

Equity, Flexi Cap funds DSP Quant Fund Regular-IDCW Ret 1M -2.68% Ret 1Y 8.04% Ret 3Y 12.54% Ret 5Y 9.33%

Equity, Flexi Cap funds DSP Quant Fund Regular-IDCW Reinvestment Ret 1M -2.68% Ret 1Y 8.04% Ret 3Y 12.54% Ret 5Y 9.33%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.0%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sharwan Kumar Goyal

Education Mr.Goyal is B.Com, CFA and MMS.

Experience He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.

Deepesh Agarwal

Education Mr. Agarwal is B.Com, C.A and CFA.

Experience Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 9

Date of Incorporation 2025-01-21

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.