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 Risk | Very High Risk |
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 | -3.11% | -4.17% |
6 Month | -16.39% | -8.11% |
1 Year | 2.36% | 13.4% |
3 Year | 19.83% | 10.94% |
5 Year | 20.63% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -15.67% | -0.61% |
3 Year | 17.28% | 15.54% |
5 Year | 21.42% | - |
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 | 15.812% | 13.873% |
Sharp | 0.9% | 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 |
Fund Manage | 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 | 4.07 | 21.37 |
Small Cap | 8.18 | 11.27 |
Mid Cap | 14.49 | 30.59 |
Large Cap | 73.25 | 36.72 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 4.07 | 0.99 |
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 | - |
Services | - | 23.61 |
Energy | - | 7.59 |
Capital Goods | - | 14.12 |
Financial | - | 12.69 |
Technology | - | 10.39 |
Construction | - | 0.91 |
Insurance | - | 2.07 |
Healthcare | - | 6.12 |
Automobile | - | 5.36 |
Chemicals | - | 10.93 |
Consumer Staples | - | 1.52 |
Metals & Mining | - | 2.81 |
Communication | - | 0.84 |
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