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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) ₹3565 Cr ₹949 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 1.8% -2.28%
6 Month 15.72% 6.87%
1 Year -0.65% -7.51%
3 Year 20.61% 12.48%
5 Year 25.62% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
6 Month 8.6% 2.1%
1 Year 13.43% -2.79%
3 Year 19.97% 8.74%
5 Year 21.43% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
1 Year 13.18% 13.63%
3 Year 16.2% 14.54%
5 Year 15.92% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Axis Quant Fund - Regular Plan - Growth
Standard Deviation 16.16% 13.84%
Sharp 0.88% 0.58%
Beta - 0.98%
Alpha - -1.07%

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 4.23 1.58
Large Cap 74.01 58.68
Small Cap 12.99 1.42
Mid Cap 8.78 38.32

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Axis Quant Fund - Regular Plan - Growth

Others 4.23 0.96
Consumer Cyclical 78.96 7.53
Industrials 16.81 12.73
Energy - 2.98
Financial Services - 31.82
Healthcare - 8.98
Real Estate - 0.62
Basic Materials - 10.16
Technology - 6.58
Communication Services - 9.08
Consumer Defensive - 8.57

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