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) | ₹9606 Cr | ₹785 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% | 2.35% |
6 Month | -4.29% | -4.23% |
1 Year | 13.02% | 10.81% |
3 Year | 18.45% | 21.3% |
5 Year | 25.2% | - |
SIP Return Analysis
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.58% | -0.62% |
1 Year | -2.8% | -4.86% |
3 Year | 18.77% | 21.29% |
5 Year | 18.91% | - |
Rolling Lumpsum Returns
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.34% | 28.41% |
3 Year | 13.88% | 20.86% |
5 Year | 13.37% | - |
Risk Management
Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.09% | 14.624% |
Sharp | 0.64% | 0.892% |
Beta | 0.93% | 1.009% |
Alpha | 2.62% | 4.878% |
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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 | 0.94 | 12.87 |
Large Cap | 67.71 | 54.32 |
Small Cap | 13.24 | 22.81 |
Mid Cap | 18.1 | 10 |
Sector Allocation
Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 0.57 | 12.38 |
Communication Services | 6.49 | 3.35 |
Energy | 5.65 | 4.08 |
Utilities | 2.6 | 3.32 |
Technology | 11.65 | 11.68 |
Basic Materials | 9.82 | 3.51 |
Consumer Defensive | 3.37 | 2.83 |
Industrials | 4.94 | 9.27 |
Consumer Cyclical | 11.83 | 11.04 |
Healthcare | 7.88 | 11.75 |
Financial Services | 33.72 | 22.13 |
Real Estate | 1.47 | 4.66 |
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