UTI Value Fund vs Axis Value Fund compare

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UTI Value Fund- Regular Plan - Growth Option

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Axis Value Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%	-

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%	-

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%	-

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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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

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

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