How to check the XIRR of UTI Quant Fund - Regular Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI Quant Fund - Regular Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for UTI Quant Fund - Regular Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI Quant Fund - Regular Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI quant Fund - Regular Plan - Growth Option

UTI Mutual Fund

Expense Ratio: 1.99

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: BSE 200 TRI

Inception: 02-01-2025

Exit Load: Nil

Fund Size:₹1,873.74 Cr

Performance

Fund-3.89%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund1.78%

Cat. Avg.N/A

Fund Facts

PE Ratio

45.52

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

Tap to expand

Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	EQ - TATA CONSULTANCY SERVICES LTD.	Equity	Listed	Large Cap	IT - Software	61.22	4.08%
2	EQ - ITC LTD.	Equity	Listed	Large Cap	Diversified FMCG	58.54	3.90%
3	EQ - NESTLE INDIA LTD.	Equity	Listed	Large Cap	Food Products	58.35	3.89%
4	EQ - KOTAK MAHINDRA BANK LTD.	Equity	Listed		Banks	58.15	3.88%
5	EQ - BHARAT ELECTRONICS LTD.	Equity	Listed	Large Cap	Aerospace & Defense	57.59	3.84%
6	EQ - ICICI BANK LTD	Equity	Listed	Large Cap	Banks	56.94	3.79%
7	EQ - INFOSYS LTD.	Equity	Listed	Large Cap	IT - Software	54.75	3.65%
8	EQ - HDFC BANK LIMITED	Equity	Listed	Large Cap	Banks	53.88	3.59%
9	EQ - BRITANNIA INDUSTRIES LTD.	Equity	Listed	Large Cap	Food Products	46.67	3.11%
10	EQ - TITAN COMPANY LTD.	Equity	Listed	Large Cap	Consumer Durables	45.79	3.05%

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UTI - Mnc Fund - Regular Plan - Growth Option

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Expense Ratio: 2.02

NAV / Fund Size

₹397.81₹2,865.37 Cr

Incep: 01-02-2003

Sectoral/ ThematicVery High RiskEquity

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Fund Details

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9.16%

9.36%

12.31%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	59873	-0.2%	-0.4%
SI	07 Feb, 25	90000	90827	+0.9%	+1.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	96105	-3.9%	-3.9%
SI	24 Jan, 25	1 L.	1.03 L.	+2.6%	+1.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.