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Axis Special Situations Fund vs UTI compare

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

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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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 INNOVATION FUND - Regular Plan - Growth Option
Fund UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3334 Cr ₹1157 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jul 2005 24 Dec 2020
Category Thematic Transportation Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty Transportation & Logistics TRI NIFTY 50 TRI
Turn Over 14% 18%
Expense Ratio 1.96 2.26
Manager Sachin Trivedi Vinayak Jayanath
ISIN Code INF789F01299 INF846K01Y05
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 Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month 5.08% 1.42%
6 Month -19.6% -14.63%
1 Year -1.92% 4.64%
3 Year 21.51% 9.02%
5 Year 32.81% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month -7.12% -8.17%
1 Year -20.15% -11.71%
3 Year 15.22% 12.9%
5 Year 20.25% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 13.92% 15.38%
3 Year 15.53% 12.82%
5 Year 15.12% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 16.395% 13.873%
Sharp 0.801% 0.394%
Beta - -
Alpha - -

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Fund Managers

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Name Sachin Trivedi Vinayak Jayanath
Total AUM ₹7301 Cr ₹0 Cr
Funds Managed 3 18
UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 4.64 24.51
Large Cap 75.46 39.64
Small Cap 11.46 17.81
Mid Cap 8.44 18.05

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 4.64 6.5
Consumer Cyclical 79.46 19.5
Industrials 15.9 13.63
Energy - 1.67
Communication Services - 8.09
Technology - 15.15
Financial Services - 14.58
Healthcare - 7.41
Basic Materials - 8.36
Consumer Defensive - 1.75
Utilities - 3.36

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