Axis Quant Fund vs UTI compare

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UTI-Transpotation and Logistics Fund-Growth Option

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Axis Quant 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-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
Fund	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3968 Cr	₹903 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Jul 2005	01 Jul 2021
Category	Thematic Transportation	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	Nifty Transportation & Logistics TRI	BSE 200
Turn Over	14%	126%
Expense Ratio	1.96	2.2
Manager	Sachin Trivedi	Vinayak Jayanath
ISIN Code	INF789F01299	INF846K011A2
Exits Load	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
1 Month	0.05%	1.98%
6 Month	26.09%	8.34%
1 Year	10.46%	-6.93%
3 Year	25.45%	12.95%
5 Year	27.4%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
6 Month	10.37%	2.3%
1 Year	37.71%	7.93%
3 Year	25.36%	9.8%
5 Year	24.33%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
1 Year	12.93%	12.76%
3 Year	16.46%	14.12%
5 Year	16.16%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
Standard Deviation	15.96%	13.84%
Sharp	1.05%	0.43%
Beta	-	1.02%
Alpha	-	-3.00%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
Name	Sachin Trivedi	Vinayak Jayanath
Total AUM	₹7301 Cr	₹0 Cr
Funds Managed	3	18
	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
Others	6.15	1.66
Large Cap	73.23	62.16
Small Cap	12.53	1.37
Mid Cap	8.09	34.81

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Axis Quant Fund - Regular Plan - Growth
Others	6.15	0.97
Consumer Cyclical	79.22	9.15
Industrials	14.63	16.21
Energy	-	7.94
Technology	-	3.82
Financial Services	-	37.3
Real Estate	-	0.69
Basic Materials	-	2.36
Communication Services	-	6.93
Healthcare	-	9.07
Consumer Defensive	-	5.56