All comparisons
Head-to-head
UTI Value Fund - Direct Plan - GrowthvsAxis Value Fund - Direct Plan - Growth Option
Side-by-side comparison of UTI Value Fund - Direct Plan - Growth and Axis Value Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
UTI Value Fund - Direct Plan - Growth
3Y ago₹1.44 L
5Y ago₹1.72 L
sector
Axis Value Fund - Direct Plan - Growth Option
3Y ago₹1.68 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | UTI Value Fund - Direct Plan - … | Axis Value Fund - Direct Plan -… |
|---|---|---|
| Fund house | UTI Mutual Fund | Axis Mutual Fund |
| Category | Equity Schemes - Value Fund | Equity Schemes - Value Fund |
| Latest NAV | ₹181.9136 | ₹21.75 |
| Assets managed (AUM) | — | — |
| 1Y return | -0.29% | 12.40% |
| 3Y CAGR | 12.98% | 18.86% |
| 5Y CAGR | 11.44% | — |
| Since inception CAGR | 13.43% | 17.06% |
| Bumpiness · 3Y (annualised σ) | 13.40 | 14.08 |
| Worst drop ever | -36.68% | -20.20% |
| Sharpe · 3Y (rf=6%) | 0.47 | 0.82 |
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