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UTI Value Fund vs Axis 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) | ₹9672 Cr | ₹1021 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 | 3.71% | 3.96% |
| 6 Month | 14.94% | 15.68% |
| 1 Year | -1.05% | -0.26% |
| 3 Year | 18.71% | 22.68% |
| 5 Year | 21.99% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.48% | 4.75% |
| 1 Year | 11% | 10.67% |
| 3 Year | 18.39% | 20.44% |
| 5 Year | 17.73% | - |
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% | 13.88% |
| Sharp | 0.89% | 0.97% |
| Beta | 0.91% | 0.99% |
| Alpha | 2.75% | 5.68% |
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 | 2.76 | 6.51 |
| Large Cap | 65.84 | 58.7 |
| Small Cap | 15.57 | 18.27 |
| Mid Cap | 15.83 | 16.53 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.6 | 1.71 |
| Energy | 5.46 | 5.71 |
| Utilities | 2.66 | 3.73 |
| Technology | 10.58 | 11.96 |
| Consumer Cyclical | 14.56 | 12.04 |
| Basic Materials | 8 | 4.67 |
| Consumer Defensive | 2.37 | 3.04 |
| Industrials | 6.12 | 10.79 |
| Financial Services | 32.48 | 29.01 |
| Healthcare | 8.29 | 11.62 |
| Communication Services | 7.49 | 3 |
| Real Estate | 1.4 | 2.73 |
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