Axis Value Fund vs UTI Value Fund compare

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tortoise-icon UTI Value Fund- Regular Plan - Growth Option

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tortoise-icon Axis Value Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8468 Cr ₹429 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 20 Jul 2005 15 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 1.83 2.45
Manager Amit Kumar Premchandani Vinayak Jayanath
ISIN Code INF789F01AG5 INF846K013C4
Exits Load For more than 10% of investments 1% will be charged if redeemed within 1 year/365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Value Fund- Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
1 Month 6.86% 6.97%
6 Month 24.12% 23.08%
1 Year 47.38% 50.8%
3 Year 21% -
5 Year 22.25% -

SIP Return Analysis

Scheme Name UTI Value Fund- Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 19.73% 20.18%
3 Year 41.61% 48.25%
5 Year 79.02% 48.25%

Rolling Lumpsum Returns

Scheme Name UTI Value Fund- Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
1 Year 23.65% 23.75%
3 Year 58.82% 55.07%
5 Year 87.31% 55.07%

Risk Management

Scheme Name UTI Value Fund- Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
Standard Deviation 12.09% 14.73%
Sharp 1% -
Beta 0.93% -
Alpha 1.08% -

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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
Fund Manage 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

Large Cap 66.06 55.53
Mid Cap 14.74 15.41
Small Cap 18.18 20.69
Others 1 8.36

Sector Allocation

Scheme Name

UTI Value Fund- Regular Plan - Growth Option

Axis Value Fund - Regular Plan - Growth

Financial 28.63 18.59
Technology 9.03 5.11
Communication 4.23 3.53
Automobile 7.89 13.4
Metals & Mining 5.84 3.03
Materials 4.15 2.85
Energy 8.3 9.98
Capital Goods 1.85 8.99
Healthcare 8.99 10.7
Consumer Discretionary 3.59 2.4
Insurance 2.71 1.71
Construction 2.5 7.02
Services 5.22 5.02
Textiles 1.36 -
Chemicals 1.25 0.5
Consumer Staples 3.97 1.72
Others 0.47 3.82
Diversified - 1.62

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