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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) | ₹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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