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Axis Special Situations Fund vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4008 Cr | ₹1206 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jul 2005 | 24 Dec 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 50 TRI |
| Turn Over | 14% | 18% |
| Expense Ratio | 1.96 | 2.26 |
| Manager | Sachin Trivedi | Vinayak Jayanath |
| ISIN Code | INF789F01299 | INF846K01Y05 |
| 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 Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.95% | 0.1% |
| 6 Month | 17.89% | 6.18% |
| 1 Year | 17.93% | 4.34% |
| 3 Year | 24.42% | 16.59% |
| 5 Year | 24.08% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.75% | 2.47% |
| 1 Year | 34.29% | 14.76% |
| 3 Year | 23.45% | 16.26% |
| 5 Year | 23.32% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.93% | 11.7% |
| 3 Year | 16.97% | 13.34% |
| 5 Year | 16.37% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.94% | 11.50% |
| Sharp | 0.99% | 0.89% |
| Beta | - | 0.76% |
| Alpha | - | 2.84% |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Name | Sachin Trivedi | Vinayak Jayanath |
| Total AUM | ₹7301 Cr | ₹0 Cr |
| Funds Managed | 3 | 18 |
| UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.02 | 30.65 |
| Large Cap | 72.35 | 32.33 |
| Small Cap | 12.31 | 20.65 |
| Mid Cap | 8.33 | 16.37 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.02 | 3.9 |
| Consumer Cyclical | 79.11 | 20.35 |
| Industrials | 13.88 | 14.35 |
| Technology | - | 11.97 |
| Energy | - | 1.57 |
| Communication Services | - | 9.45 |
| Financial Services | - | 13.04 |
| Healthcare | - | 8.44 |
| Real Estate | - | 1.51 |
| Basic Materials | - | 10.21 |
| Consumer Defensive | - | 0.68 |
| Utilities | - | 4.54 |
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