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) | ₹3589 Cr | ₹1205 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 | 0.87% | 0.38% |
6 Month | 6.83% | 3.92% |
1 Year | -4.08% | 3.11% |
3 Year | 22.03% | 17.75% |
5 Year | 26.76% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.41% | 9.06% |
1 Year | 8.62% | 10.14% |
3 Year | 19.86% | 18.04% |
5 Year | 21.7% | - |
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 | 16.47% | 13.28% |
Sharp | 1.02% | 0.95% |
Beta | - | 0.84% |
Alpha | - | 0.46% |
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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 | 4.07 | 24.02 |
Large Cap | 72.71 | 39.98 |
Small Cap | 13.41 | 18.44 |
Mid Cap | 9.81 | 17.56 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 4.07 | 5.43 |
Consumer Cyclical | 78.75 | 19.97 |
Industrials | 17.18 | 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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