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Axis Value Fund vs UTI Value Fund compare
UTI Value Fund- Regular Plan - Growth Option
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| 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) | ₹9606 Cr | ₹785 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 20 Jul 2005 | 22 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 | 1.82 | 2.33 |
| Manager | Amit Kumar Premchandani | Vinayak Jayanath |
| ISIN Code | INF789F01AG5 | INF846K013C4 |
| Exits Load | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Value 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 Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.84% | 6.57% |
| 6 Month | -12.06% | -12.13% |
| 1 Year | 15.09% | 12.04% |
| 3 Year | 17.04% | 20.25% |
| 5 Year | 27.22% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.37% | -5.35% |
| 1 Year | -5.13% | -6.79% |
| 3 Year | 18.18% | 21.09% |
| 5 Year | 18.95% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.34% | 28.41% |
| 3 Year | 13.88% | 20.86% |
| 5 Year | 13.37% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 14.624% |
| Sharp | 0.65% | 0.892% |
| Beta | 0.94% | 1.009% |
| Alpha | 2.73% | 4.878% |
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Fund Managers
| 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 |
| Funds Managed | 3 | 18 |
| UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.94 | 12.87 |
| Large Cap | 67.71 | 54.32 |
| Small Cap | 13.24 | 22.81 |
| Mid Cap | 18.1 | 10 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.57 | 12.38 |
| Communication Services | 6.49 | 3.35 |
| Energy | 5.65 | 4.08 |
| Utilities | 2.6 | 3.32 |
| Technology | 11.65 | 11.68 |
| Basic Materials | 9.82 | 3.51 |
| Consumer Defensive | 3.37 | 2.83 |
| Industrials | 4.94 | 9.27 |
| Consumer Cyclical | 11.83 | 11.04 |
| Healthcare | 7.88 | 11.75 |
| Financial Services | 33.72 | 22.13 |
| Real Estate | 1.47 | 4.66 |
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