Axis Special Situations Fund vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
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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