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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 · 2.17%Inception · 21-01-2025
NAV
₹10.02
+1.34% · as of 13-10-2026
Since inception
0.04%
CAGR
Benchmark (inception)
13.45%
CAGR
Fund size
₹1,361 Cr
AUM
Expense ratio
2.17%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.04% CAGR vs benchmark +13.45%.
Portfolio
Where the money is invested
Top holdings
Nestle India Ltd4.33%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.19%
Kotak Mahindra Bank Limited4.14%
ITC LIMITED EQ NEW FV RE.1/-3.74%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.74%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.72%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-3.34%
TITAN COMPANY LIMITED EQ NEW Re.1/-3.30%
INFOSYS LIMITED EQ FV RS 52.75%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 12.65%
Sector allocation
Financial Services25.85%
Fast Moving Consumer Goods16.25%
Capital Goods14.04%
Information Technology10.70%
Consumer Durables5.35%
Metals & Mining5.00%
Automobile and Auto Components4.01%
Consumer Services2.98%
Services2.82%
Healthcare2.47%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.0% p.a.₹10,000
10 years
Projected value
₹12,02,423
Invested: ₹12,00,000
Gained: ₹2,423
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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