myplexus

NFO Monitor

Fund Fact

Name of Funds:

UTI Quant

Opening:

2nd January 2025

Closing:

16th January 2025

Minimum Investment:

Rs. 1,000/- and in multiples of Re.1/- thereafter.

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out within 90 days from the date of allotment

Fund Stats

Objective:

The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme.

Benchmark:

BSE 200

Fund Manager:

Sharwan Kumar Goyal, Deepesh Agarwal

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

ICICI Prudential Quant Fund	-3.37(6M)	14.40(1Y)
Nippon India Quant Fund	-5.43(6M)	11.84(1Y)

Fund Prognosis

Idea Distiller

A multi factor quantitative strategy for a not so popular category.

Fund House AAUM:
Rs 35259246.48 Lakhs(as on 31st December, 2024)
Fund Manager:
Combined experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Quite attractive. A new idea to look at the quant system for investing. And back testing shows it is a lower risk system.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028