Axis Special Situations Fund vs Nippon India Quant Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

Invest Now

tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Fund Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹71 Cr ₹1271 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Feb 2005 05 Dec 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 NIFTY 50 TRI
Turn Over 119% 18%
Expense Ratio 0.98 2.22
Manager Ashutosh Bhargava Vinayak Jayanath
ISIN Code INF204K01760 INF846K01Y05
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month 4.67% 4.28%
6 Month 13.59% 23.15%
1 Year 44.92% 40.26%
3 Year 21.28% 14.13%
5 Year 24.11% -

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month - -
1 Year 17.92% 17.36%
3 Year 46.32% 31.54%
5 Year 85.26% 36.29%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 23.82% 13.88%
3 Year 63.08% 39.49%
5 Year 92.1% 42.49%

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 13.02% 13.48%
Sharp 1.22% 0.63%
Beta 0.96% 0.9%
Alpha 5.03% -1.06%

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 Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
Name Ashutosh Bhargava Vinayak Jayanath
Total AUM ₹121448 Cr ₹0 Cr
Fund Manage 12 18
Nippon India Quant Fund -Growth Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Large Cap 80.36 36.72
Others 3.89 21.37
Mid Cap 15.75 30.59
Small Cap - 11.27

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Financial 32.02 12.69
Construction 6.93 0.91
Others 3.89 0.99
Technology 6.1 10.39
Capital Goods 8.08 14.12
Energy 11.29 7.59
Consumer Staples 9.19 1.52
Automobile 11.03 5.36
Materials 2.8 -
Healthcare 3.41 6.12
Services 1.93 23.61
Metals & Mining 3.33 2.81
Chemicals - 10.93
Insurance - 2.07
Communication - 0.84

Top Comparisons

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.24%

VS

Axis Bluechip Fund - Regular Plan - Growth Axis Bluechip Fund - Regular Plan - Growth

3Y Returns9.16%

Compare Now

HDFC Liquid Fund - Growth Plan HDFC Liquid Fund - Growth Plan

3Y Returns5.91%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns5.98%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns22.69%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns22.95%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns17.56%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns19.04%

Compare Now
Request call back
Add to Cart Successfully