Axis Quant Fund vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3334 Cr | ₹975 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 |
Trailing Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.06% | 1.97% |
6 Month | -0.78% | -6.39% |
1 Year | -6.37% | -4.01% |
3 Year | 24.39% | 17.11% |
5 Year | 27.76% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.78% | 5.7% |
1 Year | 1.68% | -2.81% |
3 Year | 18.77% | 11.28% |
5 Year | 21.3% | - |
Rolling Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.52% | 14.97% |
3 Year | 15.91% | 13.99% |
5 Year | 15.62% | - |
Risk Management
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.395% | 13.955% |
Sharp | 0.801% | 0.395% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 4.64 | 1.63 |
Large Cap | 75.46 | 51.98 |
Small Cap | 11.46 | 16.7 |
Mid Cap | 8.44 | 29.7 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 4.64 | 1.63 |
Consumer Cyclical | 79.46 | 18.19 |
Industrials | 15.9 | 3.05 |
Energy | - | 2.87 |
Technology | - | 14.84 |
Financial Services | - | 28.24 |
Healthcare | - | 11.41 |
Basic Materials | - | 4.38 |
Consumer Defensive | - | 8.16 |
Communication Services | - | 5.89 |
Utilities | - | 1.35 |
Top Comparisons
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.71%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.77%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Quant BFSI Fund Regular - Growth
3Y Returns0%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns21.22%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns20.31%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns24.79%