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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) | ₹3589 Cr | ₹999 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 | -0.79% | -4.62% |
| 6 Month | 5.68% | 0.99% |
| 1 Year | -2.31% | -8.56% |
| 3 Year | 19.86% | 12.74% |
| 5 Year | 25.31% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.41% | 2.83% |
| 1 Year | 8.69% | -4.33% |
| 3 Year | 18.61% | 8.37% |
| 5 Year | 20.71% | - |
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 | - | -1.14% |
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 | 3.46 |
| Large Cap | 74.01 | 61.05 |
| Small Cap | 12.99 | 1.35 |
| Mid Cap | 8.78 | 34.14 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.23 | 2.08 |
| Consumer Cyclical | 78.96 | 6.52 |
| Industrials | 16.81 | 10.16 |
| Energy | - | 3 |
| Financial Services | - | 34.1 |
| Healthcare | - | 11.27 |
| Basic Materials | - | 8.59 |
| Real Estate | - | 0.58 |
| Technology | - | 7.28 |
| Communication Services | - | 9.51 |
| Consumer Defensive | - | 6.92 |
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