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) ₹3478 Cr ₹1092 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 1.93 2.14
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 0.41% 1.48%
6 Month -3.47% 3.84%
1 Year 28.18% 20.78%
3 Year 25% 14.07%
5 Year 23.46% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
6 Month - -
1 Year 11.54% 9.03%
3 Year 28.64% 19.75%
5 Year 27.68% -

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 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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