- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -0.18% | -0.83% |
| 6 Month | 15.54% | 5.83% |
| 1 Year | 16.84% | 5.83% |
| 3 Year | 24.7% | 16.76% |
| 5 Year | 23.94% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.94% | 1.92% |
| 1 Year | 31.5% | 13.4% |
| 3 Year | 23.35% | 16.33% |
| 5 Year | 23.21% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.89% | 11.7% |
| 3 Year | 16.77% | 13.34% |
| 5 Year | 16.33% | - |
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 |
Top Comparisons
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.95%
Mirae Asset Liquid Fund - Growth
3Y Returns6.97%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns24.87%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.27%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns23.77%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns21.78%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.24%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.8%
