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) ₹3435 Cr ₹1271 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2005 05 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 1.91 2.22
Manager Sachin Trivedi Vinayak Jayanath
ISIN Code INF789F01299 INF846K01Y05
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month -0.51% 4.28%
6 Month 23.56% 23.15%
1 Year 57.19% 40.26%
3 Year 33.46% 14.13%
5 Year 27.76% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month - -
1 Year 29.95% 17.36%
3 Year 70.77% 31.54%
5 Year 121.33% 36.29%

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 29.03% 13.88%
3 Year 82.61% 39.49%
5 Year 125.14% 42.49%

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 14.14% 13.48%
Sharp 1.69% 0.63%
Beta 0.94% 0.9%
Alpha -1.54% -1.06%

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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
Fund Manage 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

Large Cap 63.32 36.72
Others 6.08 21.37
Mid Cap 25.01 30.59
Small Cap 5.59 11.27

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Automobile 74.8 5.36
Others 6.01 0.99
Services 14.01 23.61
Capital Goods 3.3 14.12
Metals & Mining 0.88 2.81
Financial 0.9 12.69
Energy 0.1 7.59
Chemicals - 10.93
Healthcare - 6.12
Technology - 10.39
Construction - 0.91
Consumer Staples - 1.52
Insurance - 2.07
Communication - 0.84

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