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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) | ₹4084 Cr | ₹914 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 | -3.71% | -2.3% |
| 6 Month | 6.98% | 0.38% |
| 1 Year | 18.36% | 5.71% |
| 3 Year | 23.71% | 14.25% |
| 5 Year | 20.73% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.89% | 3.25% |
| 1 Year | 26.73% | 12.76% |
| 3 Year | 20.38% | 8.68% |
| 5 Year | 21.84% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.15% | 4.44% |
| 3 Year | 17.37% | 13.41% |
| 5 Year | 16.65% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.97% | 13.55% |
| Sharp | 0.98% | 0.59% |
| Beta | 0.96% | 1.02% |
| Alpha | -2.32% | -1.44% |
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 | 6.61 | 2.46 |
| Large Cap | 73.32 | 66.67 |
| Small Cap | 11.86 | 1.11 |
| Mid Cap | 8.21 | 29.75 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.84 | 1.18 |
| Consumer Cyclical | 82.23 | 17.92 |
| Industrials | 13.93 | 6.7 |
| Energy | - | 11.18 |
| Technology | - | 3.59 |
| Financial Services | - | 36.66 |
| Basic Materials | - | 2.74 |
| Real Estate | - | 0.71 |
| Healthcare | - | 6.02 |
| Consumer Defensive | - | 6.31 |
| Communication Services | - | 6.99 |
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