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) | ₹10141 Cr | ₹749 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 | 1.81 | 2.34 |
| 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 |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.89% | -3.55% |
| 6 Month | -4.06% | 0.06% |
| 1 Year | 19.13% | 20.89% |
| 3 Year | 15.6% | 19.96% |
| 5 Year | 18.85% | - |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.04% | 11.86% |
| 3 Year | 20.73% | 26.78% |
| 5 Year | 21.06% | - |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.04% | 27.92% |
| 3 Year | 13.72% | 20.54% |
| 5 Year | 13.31% | - |
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 14.73% |
| Sharp | 0.77% | - |
| Beta | 0.95% | - |
| Alpha | 2.58% | - |
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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 |
|---|---|---|
| Others | 1.76 | 8.36 |
| Large Cap | 63.18 | 55.53 |
| Small Cap | 17.42 | 20.69 |
| Mid Cap | 17.55 | 15.41 |
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.76 | 3.82 |
| Telecom - Services | 4.02 | - |
| Petroleum Products | 2.69 | - |
| Gas | 0.79 | - |
| IT - Software | 11.16 | - |
| Cement & Cement Products | 2.64 | - |
| Personal Products | 1.99 | - |
| Transport Services | 1.56 | - |
| Ferrous Metals | 2.39 | - |
| Textiles & Apparels | 0.7 | - |
| Non - Ferrous Metals | 2.03 | - |
| Pharmaceuticals & Biotechnology | 7.39 | - |
| Banks | 25.72 | - |
| Healthcare Services | 2.2 | - |
| Automobiles | 4.76 | - |
| Consumer Durables | 3.72 | - |
| Electrical Equipment | 0.31 | - |
| Diversified FMCG | 1.01 | - |
| Fertilizers & Agrochemicals | 1.19 | - |
| Entertainment | 1.2 | - |
| Construction | 0.74 | 7.02 |
| Agricultural Food & other Products | 0.88 | - |
| Realty | 1.3 | - |
| Industrial Products | 0.69 | - |
| Aerospace & Defense | 1.01 | - |
| Capital Markets | 1.41 | - |
| Power | 2.42 | - |
| Consumable Fuels | 1.56 | - |
| Minerals & Mining | 1.03 | - |
| Retailing | 2.39 | - |
| Insurance | 2.94 | 1.71 |
| Finance | 1.45 | - |
| Auto Components | 1.3 | - |
| Leisure Services | 0.69 | - |
| Transport Infrastructure | 0.87 | - |
| Energy | - | 9.98 |
| Technology | - | 5.11 |
| Consumer Staples | - | 1.72 |
| Financial | - | 18.59 |
| Healthcare | - | 10.7 |
| Metals & Mining | - | 3.03 |
| Capital Goods | - | 8.99 |
| Automobile | - | 13.4 |
| Services | - | 5.02 |
| Communication | - | 3.53 |
| Consumer Discretionary | - | 2.4 |
| Diversified | - | 1.62 |
| Materials | - | 2.85 |
| Chemicals | - | 0.5 |
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