Axis Value Fund vs UTI Value Fund compare
UTI Value Fund- Regular Plan - Growth Option
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9904 Cr | ₹620 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 20 Jul 2005 | 15 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 28% | 15% |
| Expense Ratio | 1.8 | 2.38 |
| Manager | Amit Kumar Premchandani | Vinayak Jayanath |
| ISIN Code | INF789F01AG5 | INF846K013C4 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.31% | 3.98% |
| 6 Month | 25.74% | 24.27% |
| 1 Year | 46.33% | 52.27% |
| 3 Year | 19.99% | - |
| 5 Year | 24.7% | - |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.73% | 20.18% |
| 3 Year | 41.61% | 48.25% |
| 5 Year | 79.02% | 48.25% |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.65% | 23.75% |
| 3 Year | 58.82% | 55.07% |
| 5 Year | 87.31% | 55.07% |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 14.73% |
| Sharp | 1.07% | - |
| Beta | 0.93% | - |
| Alpha | 1.25% | - |
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| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Kumar Premchandani | Vinayak Jayanath |
| Total AUM | ₹13572 Cr | ₹0 Cr |
| Fund Manage | 3 | 18 |
| UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Large Cap | 66.06 | 55.53 |
| Mid Cap | 14.74 | 15.41 |
| Small Cap | 18.18 | 20.69 |
| Others | 1 | 8.36 |
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Financial | 28.63 | 18.59 |
| Technology | 9.03 | 5.11 |
| Communication | 4.23 | 3.53 |
| Automobile | 7.89 | 13.4 |
| Metals & Mining | 5.84 | 3.03 |
| Materials | 4.15 | 2.85 |
| Energy | 8.3 | 9.98 |
| Capital Goods | 1.85 | 8.99 |
| Healthcare | 8.99 | 10.7 |
| Consumer Discretionary | 3.59 | 2.4 |
| Insurance | 2.71 | 1.71 |
| Construction | 2.5 | 7.02 |
| Services | 5.22 | 5.02 |
| Textiles | 1.36 | - |
| Chemicals | 1.25 | 0.5 |
| Consumer Staples | 3.97 | 1.72 |
| Others | 0.47 | 3.82 |
| Diversified | - | 1.62 |
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