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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) | ₹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 | 3.7% | 3.51% |
| 6 Month | 7.4% | 10.49% |
| 1 Year | 3.5% | 4.98% |
| 3 Year | 18.1% | 22.94% |
| 5 Year | 21.97% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.45% | 1.17% |
| 1 Year | 6.8% | 8.49% |
| 3 Year | 15.22% | 17.51% |
| 5 Year | 15.86% | - |
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 |
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