Axis Special Situations Fund vs UTI compare

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UTI-Transpotation and Logistics Fund-Growth Option

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AXIS INNOVATION FUND - Regular Plan - Growth Option

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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)	₹3968 Cr	₹1179 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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month	0.52%	-0.88%
6 Month	26.1%	14.34%
1 Year	10.78%	0.53%
3 Year	25.9%	18.08%
5 Year	27.29%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month	10.37%	3.27%
1 Year	37.71%	14.22%
3 Year	25.36%	17.02%
5 Year	24.33%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year	12.93%	11.7%
3 Year	16.46%	13.34%
5 Year	16.16%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation	15.96%	11.46%
Sharp	1.05%	0.84%
Beta	-	0.76%
Alpha	-	2.40%

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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Others	6.15	28.78
Large Cap	73.23	34.13
Small Cap	12.53	19.88
Mid Cap	8.09	17.2

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Others	6.15	4.77
Consumer Cyclical	79.22	21.98
Industrials	14.63	13.33
Healthcare	-	7.95
Energy	-	1.73
Communication Services	-	9.39
Technology	-	12.59
Financial Services	-	12.87
Basic Materials	-	9.25
Consumer Defensive	-	1.66
Utilities	-	4.49