Axis Value Fund vs UTI Value Fund compare
UTI Value Fund- Regular Plan - Growth Option
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Fund | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹10117 Cr | ₹989 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 20 Jul 2005 | 22 Sep 2021 |
Category | Value | Value |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
Turn Over | 28% | 15% |
Expense Ratio | 1.82 | 2.33 |
Manager | Amit Kumar Premchandani | Vinayak Jayanath |
ISIN Code | INF789F01AG5 | INF846K013C4 |
Exits Load | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Value 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 Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.92% | -1.56% |
6 Month | 5.5% | 5.59% |
1 Year | - | -0.6% |
3 Year | 19.23% | 22.99% |
5 Year | 22.61% | - |
SIP Return Analysis
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.92% | 5.24% |
1 Year | 5.95% | 5.07% |
3 Year | 19.25% | 21.44% |
5 Year | 18.69% | - |
Rolling Lumpsum Returns
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.04% | 23.21% |
3 Year | 14.19% | 21.29% |
5 Year | 13.49% | - |
Risk Management
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.09% | 14.50% |
Sharp | 1.27% | 1.33% |
Beta | 0.92% | 0.99% |
Alpha | 2.58% | 5.29% |
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Fund Managers
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Name | Amit Kumar Premchandani | Vinayak Jayanath |
Total AUM | ₹13572 Cr | ₹0 Cr |
Funds Managed | 3 | 18 |
UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 2.74 | 5.46 |
Large Cap | 66.82 | 60.55 |
Small Cap | 14.45 | 18.79 |
Mid Cap | 15.99 | 15.2 |
Sector Allocation
Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 0.95 | 1.82 |
Energy | 5.73 | 6.21 |
Utilities | 2.78 | 3.86 |
Technology | 10.82 | 12.87 |
Consumer Cyclical | 13.98 | 10.73 |
Basic Materials | 8.12 | 4.74 |
Consumer Defensive | 2.13 | 2.86 |
Industrials | 6.48 | 11.04 |
Financial Services | 33.69 | 30.22 |
Healthcare | 7.61 | 9.79 |
Communication Services | 6.4 | 3.28 |
Real Estate | 1.33 | 2.58 |
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