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UTI Quant Fund - Direct Plan - Growth Option is an equity scheme managed by UTI Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.46% on assets of ₹1,644Cr. The fund is currently managed by Mr. Sharwan Kumar Goyal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| TATA CONSULTANCY SERVICES LIMITED | Technology | 3.91% |
| ITC LIMITED | Consumer Defensive | 3.90% |
| BHARAT ELECTRONICS LIMITED | Industrials | 3.77% |
| ICICI BANK LIMITED | Financial Services | 3.63% |
| HDFC BANK LIMITED | Financial Services | 3.46% |
| INFOSYS LIMITED | Technology | 3.11% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.09% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 3.00% |
| COLGATE-PALMOLIVE (INDIA) LIMITED | Consumer Defensive | 2.40% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.26% |
| HINDUSTAN ZINC LIMITED | Basic Materials | 2.19% |
| AU SMALL FINANCE BANK LIMITED | Financial Services | 2.09% |
| HCL TECHNOLOGIES LIMITED | Technology | 2.01% |
| COAL INDIA LTD | Energy | 1.93% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 1.79% |
| SUZLON ENERGY LIMITED | Industrials | 1.77% |
| TRENT LIMITED | Consumer Cyclical | 1.77% |
| Hindustan Aeronautics Ltd | Industrials | 1.75% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 1.60% |
| CUMMINS INDIA LIMITED | Industrials | 1.56% |
| MARICO LIMITED | Consumer Defensive | 1.56% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 1.54% |
| Persistent Systems Ltd | Technology | 1.22% |
| POLYCAB INDIA LIMITED | Industrials | 1.15% |
| SOLAR INDUSTRIES INDIA LIMITED | Basic Materials | 1.08% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 18 | 25.24% |
| Fast Moving Consumer Goods | — | 16.72% |
| Capital Goods | — | 13.17% |
| Information Technology | — | 11.79% |
| Consumer Durables | — | 5.42% |
| Metals & Mining | — | 4.57% |
| Automobile and Auto Components | — | 4.41% |
| Consumer Services | — | 2.57% |
| Services | — | 2.46% |
| Oil, Gas & Consumable Fuels | — | 2.43% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -3.71% | 0.28% | 5.32% | 7.63% | 12.85% | 77.4% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 32.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Axis Quant Fund - Direct Plan - Growth | Axis Mutual Fund | ₹837 Cr | 0.92% | +11.52% | — | 4★ |
| DSP Quant Fund - Direct Plan - Growth | DSP Mutual Fund | ₹785 Cr | 0.55% | +8.84% | +8.05% | 3★ |
| Kotak Quant Fund - Direct Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹507 Cr | 1.42% | — | — | 3★ |
| SBI Quant Fund- Direct Plan- Growth | SBI Mutual Fund | ₹3,146 Cr | 0.88% | — | — | 1★ |