- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹9727 Cr | ₹1073 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 | 2.64% | 3.71% |
| 6 Month | 8.12% | 11.37% |
| 1 Year | 3.94% | 5.7% |
| 3 Year | 18.2% | 22.83% |
| 5 Year | 21.44% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.44% | 5.26% |
| 1 Year | 12.91% | 16.78% |
| 3 Year | 17.38% | 20.39% |
| 5 Year | 17.04% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.96% | 22.08% |
| 3 Year | 14.28% | 21.38% |
| 5 Year | 13.52% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 13.55% |
| Sharp | 0.95% | 1.12% |
| Beta | 0.91% | 0.98% |
| Alpha | 2.29% | 5.96% |
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 | 3.28 | 6.47 |
| Large Cap | 66.38 | 58.2 |
| Small Cap | 15.06 | 18.8 |
| Mid Cap | 15.28 | 16.52 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.17 | 1.2 |
| Energy | 5.61 | 5.54 |
| Utilities | 2.71 | 3.67 |
| Technology | 10.13 | 11.29 |
| Consumer Cyclical | 14.61 | 13 |
| Basic Materials | 7.21 | 4.73 |
| Consumer Defensive | 2.31 | 2.28 |
| Industrials | 6.26 | 12.13 |
| Financial Services | 32.95 | 28.71 |
| Healthcare | 8.05 | 11.76 |
| Communication Services | 7.29 | 2.84 |
| Real Estate | 1.71 | 2.84 |
Top Comparisons
ICICI Prudential MidCap Fund - Growth
3Y Returns22.11%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.46%
Kotak Arbitrage Fund - Growth
3Y Returns7.24%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.02%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns15.27%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns14.37%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.47%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
