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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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)	₹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

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%	-

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%	-

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%	-

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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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	4.07	24.02
Large Cap	72.71	39.98
Small Cap	13.41	18.44
Mid Cap	9.81	17.56

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