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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 | Very High |
| 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 | 4.46% | 7.16% |
| 6 Month | -21.32% | -17.82% |
| 1 Year | -1.46% | -4.05% |
| 3 Year | 22.63% | 10.87% |
| 5 Year | 31.49% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.12% | -7.86% |
| 1 Year | -20.15% | -17.95% |
| 3 Year | 15.22% | 9.46% |
| 5 Year | 20.25% | - |
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 | 16.395% | 13.955% |
| Sharp | 0.801% | 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 |
| Funds Managed | 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 | 4.64 | 1.63 |
| Large Cap | 75.46 | 51.98 |
| Small Cap | 11.46 | 16.7 |
| Mid Cap | 8.44 | 29.7 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.64 | 1.63 |
| Consumer Cyclical | 79.46 | 18.19 |
| Industrials | 15.9 | 3.05 |
| Energy | - | 2.87 |
| Technology | - | 14.84 |
| Financial Services | - | 28.24 |
| Healthcare | - | 11.41 |
| Basic Materials | - | 4.38 |
| Consumer Defensive | - | 8.16 |
| Communication Services | - | 5.89 |
| Utilities | - | 1.35 |
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