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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) | ₹3334 Cr | ₹1157 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 | 4.27% | 3.73% |
| 6 Month | -5.72% | -5.85% |
| 1 Year | -1.88% | 6.95% |
| 3 Year | 21.39% | 12.4% |
| 5 Year | 28.69% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.11% | -0.32% |
| 1 Year | -13.13% | -4.33% |
| 3 Year | 16.93% | 15.45% |
| 5 Year | 20.71% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.92% | 15.38% |
| 3 Year | 15.53% | 12.82% |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.395% | 13.873% |
| Sharp | 0.801% | 0.394% |
| Beta | - | - |
| Alpha | - | - |
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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 | 4.64 | 24.51 |
| Large Cap | 75.46 | 39.64 |
| Small Cap | 11.46 | 17.81 |
| Mid Cap | 8.44 | 18.05 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.64 | 6.5 |
| Consumer Cyclical | 79.46 | 19.5 |
| Industrials | 15.9 | 13.63 |
| Energy | - | 1.67 |
| Communication Services | - | 8.09 |
| Technology | - | 15.15 |
| Financial Services | - | 14.58 |
| Healthcare | - | 7.41 |
| Basic Materials | - | 8.36 |
| Consumer Defensive | - | 1.75 |
| Utilities | - | 3.36 |
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