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Axis Quant Fund vs UTI compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon 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) ₹4008 Cr ₹918 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jul 2005 01 Jul 2021
Category Other Themes 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 1.76% 1.57%
6 Month 16.15% 3.4%
1 Year 15.08% -2.12%
3 Year 24.55% 12.72%
5 Year 23.08% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
6 Month 5.7% 3.08%
1 Year 32.08% 11.79%
3 Year 22.67% 9.36%
5 Year 22.84% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
1 Year 12.95% 12.76%
3 Year 17.06% 14.12%
5 Year 16.4% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
Standard Deviation 15.94% 13.82%
Sharp 0.99% 0.42%
Beta - 1.01%
Alpha - -3.10%

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 7.02 2.62
Large Cap 72.35 64.22
Small Cap 12.31 1.41
Mid Cap 8.33 31.75

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Axis Quant Fund - Regular Plan - Growth

Others 7.02 1.93
Consumer Cyclical 79.11 15.63
Industrials 13.88 10.58
Energy - 6.75
Technology - 3.35
Consumer Defensive - 9.55
Financial Services - 35.46
Real Estate - 0.69
Basic Materials - 2.25
Healthcare - 6.36
Communication Services - 7.45

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