UTI Value Fund vs Axis 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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Get Free Experts GuidanceScheme 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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