Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Value Fund vs Axis Value Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Value Fund - Regular Plan - Growth

Invest Now

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

Trailing Lumpsum Returns

Scheme Name UTI Value Fund- Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
1 Month 6.55% 6.04%
6 Month 1.63% 1.13%
1 Year 16.38% 13.43%
3 Year 22.31% 25.7%
5 Year 26.54% -

SIP Return Analysis

Scheme Name UTI Value Fund- Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
6 Month -0.25% -1.82%
1 Year -5.27% -7.64%
3 Year 16.92% 19.05%
5 Year 17.58% -

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 0.85% 0.892%
Beta 0.92% 1.009%
Alpha 3.11% 4.878%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.71 12.87
Large Cap 68.52 54.32
Small Cap 14.24 22.81
Mid Cap 16.52 10

Sector Allocation

Scheme Name

UTI Value Fund- Regular Plan - Growth Option

Axis Value Fund - Regular Plan - Growth

Others 0.71 12.38
Petroleum Products 4.16 -
Gas 1.06 -
IT - Software 10.85 -
Cement & Cement Products 1.49 -
Personal Products 2.34 -
Transport Services 1.21 -
Ferrous Metals 2.23 -
Textiles & Apparels 0.43 -
Non - Ferrous Metals 2.08 -
Banks 28.31 -
Pharmaceuticals & Biotechnology 6.02 -
Healthcare Services 2.11 -
Automobiles 5.74 -
Consumer Durables 4 -
Diversified FMCG 1.08 -
Entertainment 0.86 -
Construction 0.87 -
Realty 1.47 -
Industrial Products 0.85 -
Aerospace & Defense 1.15 -
Telecom - Services 4.03 -
Capital Markets 1.12 -
Consumable Fuels 1.64 -
Minerals & Mining 1.1 -
Fertilizers & Agrochemicals 0.8 -
Retailing 2.41 -
Insurance 2.75 -
Power 1.75 -
Finance 1.57 -
Auto Components 1.04 -
Paper, Forest & Jute Products 0.63 -
Leisure Services 1.18 -
Transport Infrastructure 0.95 -
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

Top Comparisons

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns10.93%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns9.94%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.88%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.88%

Compare Now

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns22.65%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns19.53%

Compare Now

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns7.7%

VS

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns8.43%

Compare Now
Add to Cart Successfully