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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 | ₹1199 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 | -1% | -3.52% |
| 6 Month | 14.09% | 2.64% |
| 1 Year | 15.63% | -2.56% |
| 3 Year | 24.43% | 16.33% |
| 5 Year | 22.84% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.76% | 0.31% |
| 1 Year | 31.48% | 11.92% |
| 3 Year | 22.16% | 14.51% |
| 5 Year | 22.37% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.95% | 11.7% |
| 3 Year | 17.06% | 13.34% |
| 5 Year | 16.4% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.88% | 11.53% |
| Sharp | 1.04% | 0.86% |
| Beta | - | 0.77% |
| Alpha | - | 3.03% |
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 | 7.81 | 38.38 |
| Large Cap | 72.34 | 25.91 |
| Small Cap | 11.66 | 18.13 |
| Mid Cap | 8.19 | 17.59 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 6 | 5.43 |
| Consumer Cyclical | 80.03 | 23.31 |
| Industrials | 13.97 | 12.35 |
| Technology | - | 15.14 |
| Energy | - | 0 |
| Communication Services | - | 10.63 |
| Financial Services | - | 11.32 |
| Healthcare | - | 9.34 |
| Real Estate | - | 1.39 |
| Basic Materials | - | 9.54 |
| Consumer Defensive | - | 0.18 |
| Utilities | - | 1.39 |
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