UTI Quant Fund
Get the latest NAV of UTI Quant Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.84
1D
NAV as on 17 Mar 2026
/per year
Since Inception
▲▼
265 people have invested ₹ 26.6L in UTI Quant Fund in the last three months
UTI Quant Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
UTI Quant Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Quant Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
UTI Quant Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Tech & Consumer Defensive
Government
40%
Tech
22%
Consumer Defensive
20%
Government
51%
Tech
25%
Consumer Defensive
19%
UTI Quant Fund Holdings Details
as on (28-Feb-26)
UTI Quant Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.4% |
Benchmark | BSE 200 |
| AUM | ₹1683 Cr |
| Inception Date | 21 January, 2025 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 1.36% |
| Risk |   Very High Risk |
About UTI Quant Fund
UTI Quant Fund is an equity fund. This fund was started on 21 January, 2025. The fund is managed by Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.
Key Parameters
- UTI Quant Fund has ₹1683 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
UTI Quant Fund has given a CAGR return of -1.72% since inception. Over the last 1 year the fund has given a CAGR return of 6.51%.
Holdings
UTI Quant Fund has allocated its funds majorly in Cash Equivalent, Government, Tech, Consumer Defensive, Financial Services, Industrial, Basic Materials, Energy, Health, Consumer Cyclical, Communication. Its top holdings are Bharat Electronics Ltd, Nestle India Ltd, Coal India Ltd, Britannia Industries Ltd, Infosys Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of UTI Quant Fund
The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Quant Fund has no lock in period.
Fund Manager
Sharwan Kumar Goyal
Fund Manager of UTI Quant Fund, since 21 January 2025
- AUM of the fund stands at 1.7K Cr as of Feb'26
- AUM decreased by 121.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for UTI Quant Fund
How do I invest in UTI Quant Fund?
- Download the INDmoney app.
- Search for ‘UTI Quant Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.