UTI Value Fund vs Axis Value Fund compare

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UTI Value Fund- Regular Plan - Growth Option

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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)	₹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

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Month	2.61%	2.79%
6 Month	-3.2%	-4.35%
1 Year	7.25%	6.43%
3 Year	22.86%	26.93%
5 Year	24.47%	-

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
6 Month	6.48%	5.91%
1 Year	4.28%	3.51%
3 Year	19.27%	21.78%
5 Year	18.79%	-

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Year	13.26%	24.99%
3 Year	14.11%	20.47%
5 Year	13.44%	-

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.09%	14.624%
Sharp	0.98%	0.892%
Beta	0.93%	1.009%
Alpha	2.1%	4.878%

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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

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	0.57	12.87
Large Cap	68.65	54.32
Small Cap	14.35	22.81
Mid Cap	16.41	10

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	0.57	12.38
Petroleum Products	4.47	-
Gas	1.02	-
IT - Software	10.5	-
Cement & Cement Products	1.57	-
Personal Products	2.34	-
Transport Services	1.11	-
Textiles & Apparels	0.39	-
Non - Ferrous Metals	1.79	-
Banks	29.32	-
Pharmaceuticals & Biotechnology	5.79	-
Healthcare Services	2.23	-
Automobiles	7.35	-
Ferrous Metals	1.02	-
Consumer Durables	4	-
Entertainment	0.88	-
Construction	0.9	-
Realty	1.48	-
Industrial Products	0.8	-
Aerospace & Defense	1.18	-
Telecom - Services	4.28	-
Capital Markets	1.15	-
Consumable Fuels	1.57	-
Minerals & Mining	0.98	-
Fertilizers & Agrochemicals	0.91	-
Retailing	2.39	-
Insurance	2.89	-
Power	1.83	-
Finance	1.4	-
Auto Components	1.04	-
Paper, Forest & Jute Products	0.72	-
Leisure Services	1.25	-
Transport Infrastructure	0.86	-
Energy	-	4.08
Technology	-	11.68
Healthcare	-	11.75
Industrials	-	9.27
Financial Services	-	22.13
Consumer Defensive	-	2.83
Basic Materials	-	3.51
Consumer Cyclical	-	11.04
Real Estate	-	4.66
Utilities	-	3.32
Communication Services	-	3.35