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UTI Value Fund vs Axis Value Fund compare

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tortoise-icon UTI Value Fund- Regular Plan - Growth Option

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tortoise-icon 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) ₹10117 Cr ₹989 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 -2.85% -2.79%
6 Month 4.5% 4.27%
1 Year -0.91% -1.79%
3 Year 18.56% 21.99%
5 Year 22.36% -

SIP Return Analysis

Scheme Name UTI Value Fund- Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
6 Month 4.92% 5.24%
1 Year 5.95% 5.07%
3 Year 19.25% 21.44%
5 Year 18.69% -

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% 14.50%
Sharp 1.27% 1.33%
Beta 0.92% 0.99%
Alpha 2.58% 5.29%

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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 2.74 5.46
Large Cap 66.82 60.55
Small Cap 14.45 18.79
Mid Cap 15.99 15.2

Sector Allocation

Scheme Name

UTI Value Fund- Regular Plan - Growth Option

Axis Value Fund - Regular Plan - Growth

Others 0.95 1.82
Energy 5.73 6.21
Utilities 2.78 3.86
Technology 10.82 12.87
Consumer Cyclical 13.98 10.73
Basic Materials 8.12 4.74
Consumer Defensive 2.13 2.86
Industrials 6.48 11.04
Financial Services 33.69 30.22
Healthcare 7.61 9.79
Communication Services 6.4 3.28
Real Estate 1.33 2.58

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