Axis Quant Fund vs Quant ESG Equity Fund Regular compare
Axis Quant Fund - Regular Plan - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹975 Cr | ₹288 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jul 2021 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY 100 ESG TRI |
Turn Over | 126% | % |
Expense Ratio | 2.2 | 2.42 |
Manager | Vinayak Jayanath | Sanjeev Sharma |
ISIN Code | INF846K011A2 | INF966L01AB8 |
Exits Load | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | -6.04% | -6.53% |
6 Month | -16.86% | -20.47% |
1 Year | -5.55% | -4.77% |
3 Year | 10.55% | 17.03% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -18.54% | -19.12% |
3 Year | 9.01% | 12.26% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 16.7% | 24.8% |
3 Year | 14.68% | 29.82% |
5 Year | - | - |
Risk Management
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.955% | 18.756% |
Sharp | 0.395% | 0.643% |
Beta | - | 1.112% |
Alpha | - | 6.426% |
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Fund Managers
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Vinayak Jayanath | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Fund Manage | 18 | 22 |
Axis Quant Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 3.02 | 9.98 |
Large Cap | 65.9 | 55.99 |
Mid Cap | 21.53 | 5.88 |
Small Cap | 9.55 | 28.14 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 2.49 | 9.98 |
Energy | 11.77 | - |
Healthcare | 10.16 | - |
Construction | 7.41 | - |
Financial | 23.09 | - |
Consumer Staples | 6.8 | - |
Capital Goods | 6.49 | - |
Services | 4.97 | - |
Automobile | 12.59 | - |
Materials | 5.8 | - |
Chemicals | 1.8 | - |
Communication | 1.27 | - |
Technology | 3.81 | - |
Insurance | 1.55 | 16.89 |
Petroleum Products | - | 9.32 |
Pharmaceuticals & Biotechnology | - | 11.59 |
Agricultural Food & other Products | - | 5 |
Food Products | - | 21.03 |
Finance | - | 11.77 |
Telecom - Services | - | 4.71 |
IT - Software | - | 0.88 |
Retailing | - | 7.83 |
Commercial Services & Supplies | - | 0.99 |
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