Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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UTI Quant Fund - Regular Plan - Growth Option

UTI Mutual Fund · Managed by Sharwan Goyal; Lokesh Kulthia

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FundScore
Latest NAV
₹10.6570
as of 07 Aug 2026
AUM
—
Expense ratio
—
Inception
14 May 2026
FundScore
100/100strong
Rank #6 of 1007 · top 1%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
4.94%
3M
3.00%
6M
2.43%
1Y
3.42%
3Y CAGR
—
5Y CAGR
—
Since incep.
4.18%
Fund details
Fund manager
Sharwan Goyal; Lokesh Kulthia
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
107%
Volatility (3Y)
14.2%
Rating (external)
—
Investment 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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap70.6%
Mid cap25.0%
Small cap4.4%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 30 Apr 2026.
EQ - NESTLE INDIA LTD.
equity
4.41%
EQ - TATA CONSULTANCY SERVICES LTD.
equity
3.91%
EQ - ITC LTD.
equity
3.90%
EQ - KOTAK MAHINDRA BANK LTD.
equity
3.84%
EQ - BHARAT ELECTRONICS LTD.
equity
3.77%
EQ - ICICI BANK LTD
equity
3.63%
EQ - HDFC BANK LIMITED
equity
3.46%
EQ - INFOSYS LTD.
equity
3.11%
EQ - TITAN COMPANY LTD.
equity
3.09%
EQ - BRITANNIA INDUSTRIES LTD.
equity
3.00%
EQ - COLGATE PALMOLIVE INDIA LTD.
equity
2.40%
EQ - INTERGLOBE AVIATION LTD
equity
2.26%
EQ - HINDUSTAN ZINC LTD.
equity
2.19%
EQ - AU SMALL FINANCE BANK LTD
equity
2.09%
EQ - HCL TECHNOLOGIES LTD.
equity
2.01%
EQ - COAL INDIA LTD.
equity
1.93%
EQ - DIXON TECHNOLOGIES (INDIA) LTD
equity
1.83%
EQ - HERO MOTOCORP LTD.
equity
1.79%
EQ - SUZLON ENERGY LTD.
equity
1.77%
EQ - TRENT LIMITED
equity
1.77%
EQ - HINDUSTAN AERONAUTICS LTD
equity
1.75%
EQ - PAGE INDUSTRIES
equity
1.60%
EQ - MARICO LTD
equity
1.56%
EQ - CUMMINS INDIA LTD.
equity
1.56%
EQ - HDFC ASSET MANAGEMENT COMPANY
equity
1.54%
EQ - PERSISTENT SYSTEMS LTD.
equity
1.22%
EQ - POLYCAB INDIA LTD
equity
1.15%
EQ - SOLAR INDUSTRIES INDIA LTD.
equity
1.08%
EQ - MULTI COMMODITY EXCHANGE OF IN
equity
1.05%
EQ - HINDALCO INDUSTRIES LTD.
equity
1.01%