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Axis Special Situations Fund vs UTI compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3447 Cr ₹1175 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jul 2005 24 Dec 2020
Category Thematic Transportation 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 3.93% 2.14%
6 Month 3.05% -0.27%
1 Year -3.3% 3.61%
3 Year 24.25% 19.38%
5 Year 27.11% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month 11.19% 9.36%
1 Year 10.66% 10.35%
3 Year 20.75% 18.15%
5 Year 22.37% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 13.52% 13.71%
3 Year 15.91% 12.64%
5 Year 15.62% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 16.44% 14.04%
Sharp 0.94% 0.66%
Beta - 0.86%
Alpha - -0.65%

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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 3.33 24.02
Large Cap 73.39 39.98
Small Cap 13.41 18.44
Mid Cap 9.86 17.56

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 3.33 5.43
Consumer Cyclical 79.23 19.97
Industrials 17.44 13.2
Healthcare - 7.24
Energy - 3.1
Communication Services - 7.7
Technology - 13.45
Financial Services - 16
Basic Materials - 8.42
Consumer Defensive - 2.01
Utilities - 3.47

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