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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) | ₹4067 Cr | ₹1196 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 | -0.2% | -0.8% |
| 6 Month | 9.48% | -0.16% |
| 1 Year | 19.28% | 4.72% |
| 3 Year | 24.82% | 17.61% |
| 5 Year | 20.56% | 13.04% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.05% | -1.84% |
| 1 Year | 21.6% | 6.13% |
| 3 Year | 19.27% | 12.01% |
| 5 Year | 21.04% | 11.97% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.12% | 10.09% |
| 3 Year | 17.31% | 14.15% |
| 5 Year | 16.58% | 13.64% |
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 | 1.2% | 1.01% |
| Beta | 0.96% | 0.77% |
| Alpha | -2.32% | 3.06% |
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 | 6.61 | 40.21 |
| Large Cap | 73.32 | 22.62 |
| Small Cap | 11.86 | 20.21 |
| Mid Cap | 8.21 | 16.95 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.84 | 3.17 |
| Consumer Cyclical | 82.23 | 24.55 |
| Industrials | 13.93 | 11.77 |
| Technology | - | 17.95 |
| Communication Services | - | 11.08 |
| Financial Services | - | 10.86 |
| Healthcare | - | 9.61 |
| Real Estate | - | 0.67 |
| Basic Materials | - | 9.21 |
| Utilities | - | 1.15 |
| Consumer Defensive | - | 0 |
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