Axis Quant Fund vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹3334 Cr | ₹975 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jul 2005 | 01 Jul 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 | 1.96 | 2.2 |
Manager | Sachin Trivedi | Vinayak Jayanath |
ISIN Code | INF789F01299 | INF846K011A2 |
Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.11% | -6.04% |
6 Month | -16.39% | -16.86% |
1 Year | 2.36% | -5.55% |
3 Year | 19.83% | 10.55% |
5 Year | 20.63% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -16.17% | -19.49% |
3 Year | 17.14% | 8.69% |
5 Year | 21.76% | - |
Rolling Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.92% | 16.7% |
3 Year | 15.53% | 14.68% |
5 Year | 15.12% | - |
Risk Management
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.812% | 13.955% |
Sharp | 0.9% | 0.395% |
Beta | - | - |
Alpha | - | - |
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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 | 4.07 | 3.02 |
Small Cap | 8.18 | 9.55 |
Mid Cap | 14.49 | 21.53 |
Large Cap | 73.25 | 65.9 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 4.07 | 2.49 |
Auto Components | 18.94 | - |
Transport Services | 8 | - |
Agricultural, Commercial & Construction Vehicles | 2.04 | - |
Automobiles | 57.44 | - |
Industrial Products | 0.91 | - |
Transport Infrastructure | 5.68 | - |
Retailing | 2.38 | - |
Finance | 0.42 | - |
Commercial Services & Supplies | 0.11 | - |
Energy | - | 11.77 |
Healthcare | - | 10.16 |
Construction | - | 7.41 |
Financial | - | 23.09 |
Consumer Staples | - | 6.8 |
Capital Goods | - | 6.49 |
Services | - | 4.97 |
Automobile | - | 12.59 |
Materials | - | 5.8 |
Chemicals | - | 1.8 |
Communication | - | 1.27 |
Technology | - | 3.81 |
Insurance | - | 1.55 |
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