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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) | ₹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 | -3.21% | -1.83% |
| 6 Month | 3.33% | 3.99% |
| 1 Year | 3.18% | 3.29% |
| 3 Year | 18.56% | 22.1% |
| 5 Year | 22.17% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.09% | 4.45% |
| 1 Year | 2.81% | 2.36% |
| 3 Year | 17.45% | 19.66% |
| 5 Year | 17.54% | - |
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% | 13.79% |
| Sharp | 1.27% | 1.11% |
| Beta | 0.92% | 0.99% |
| Alpha | 2.58% | 5.29% |
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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