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 | 2.07% | 2.46% |
6 Month | -11% | -11.93% |
1 Year | 1.72% | -1.06% |
3 Year | 21.14% | 11.72% |
5 Year | 30.85% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.07% | -3.1% |
1 Year | -14.96% | -14.7% |
3 Year | 16.28% | 9.58% |
5 Year | 20.48% | - |
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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