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) | ₹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 |
Top Comparisons
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns13.44%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns15.59%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.62%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.62%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.79%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.55%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns17.16%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.79%