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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) | ₹10135 Cr | ₹1192 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 | -0.17% | -1.61% |
| 6 Month | 3.73% | 4.97% |
| 1 Year | 3.18% | 1.93% |
| 3 Year | 17.83% | 22.06% |
| 5 Year | 17.89% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.36% | 2.68% |
| 1 Year | 14.41% | 15.48% |
| 3 Year | 16.64% | 18.54% |
| 5 Year | 16.49% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.84% | 22.08% |
| 3 Year | 14.45% | 21.38% |
| 5 Year | 13.57% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 13.54% |
| Sharp | 0.92% | 1.07% |
| Beta | 0.91% | 0.99% |
| Alpha | 2.4% | 6.03% |
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 | 7.27 |
| Large Cap | 65.88 | 57.62 |
| Small Cap | 15.05 | 20.14 |
| Mid Cap | 16.07 | 14.96 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.02 | 1.04 |
| Energy | 5.58 | 6.24 |
| Utilities | 2.54 | 1.83 |
| Technology | 10.42 | 12.17 |
| Consumer Cyclical | 13.76 | 11.78 |
| Basic Materials | 4.06 | 4.04 |
| Consumer Defensive | 2.99 | 2.39 |
| Industrials | 6.59 | 10.76 |
| Financial Services | 34.97 | 33.15 |
| Healthcare | 7.94 | 10.38 |
| Communication Services | 7.61 | 3.66 |
| Real Estate | 2.5 | 2.55 |
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