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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) ₹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 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 -1.25% 0.89%
6 Month 17.53% 3.94%
1 Year 13.04% -3.6%
3 Year 22.69% 11.7%
5 Year 26.24% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
6 Month 6.16% 1.31%
1 Year 30.03% 7.16%
3 Year 22.51% 8.64%
5 Year 22.55% -

Rolling Lumpsum Returns

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% -

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 1.66
Large Cap 72.35 62.16
Small Cap 12.31 1.37
Mid Cap 8.33 34.81

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Axis Quant Fund - Regular Plan - Growth

Others 7.02 0.97
Consumer Cyclical 79.11 9.15
Industrials 13.88 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

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