Axis Quant Fund vs UTI compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon Axis Quant Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
Fund UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3435 Cr ₹1118 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2005 30 Jun 2021
Category Thematic Transportation Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty Transportation & Logistics TRI BSE 200
Turn Over 14% 126%
Expense Ratio 1.91 2.17
Manager Sachin Trivedi Vinayak Jayanath
ISIN Code INF789F01299 INF846K011A2
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
1 Month -8.72% -6.83%
6 Month 3.31% 5.66%
1 Year 38.97% 27.49%
3 Year 22.61% 12.43%
5 Year 22.49% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
6 Month - -
1 Year 14.31% 9.76%
3 Year 28.6% 19.29%
5 Year 27.6% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
1 Year 13.71% 16.88%
3 Year 15.14% 17.26%
5 Year 14.74% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
Standard Deviation 14.14% 13.17%
Sharp 1.69% 0.92%
Beta 0.94% 0.87%
Alpha -1.54% 1.26%

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Fund Managers

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
Name Sachin Trivedi Vinayak Jayanath
Total AUM ₹7301 Cr ₹0 Cr
Fund Manage 3 18
UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Axis Quant Fund - Regular Plan - Growth

Others 6.08 3.02
Small Cap 5.59 9.55
Mid Cap 25.01 21.53
Large Cap 63.32 65.9

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Axis Quant Fund - Regular Plan - Growth

Others 6.01 2.49
Financial 0.9 23.09
Energy 0.1 11.77
Automobile 74.8 12.59
Services 14.01 4.97
Capital Goods 3.3 6.49
Metals & Mining 0.88 -
Healthcare - 10.16
Construction - 7.41
Consumer Staples - 6.8
Materials - 5.8
Chemicals - 1.8
Communication - 1.27
Technology - 3.81
Insurance - 1.55

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