Axis Special Situations Fund vs Quant ESG Equity Fund Regular compare

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

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Fund AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1271 Cr ₹278 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Dec 2020 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark NIFTY 50 TRI NIFTY 100 ESG TRI
Turn Over 18% %
Expense Ratio 2.22 2.39
Manager Vinayak Jayanath Sanjeev Sharma
ISIN Code INF846K01Y05 INF966L01AB8
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Month 4.28% 1.32%
6 Month 23.15% 20.8%
1 Year 40.26% 54.41%
3 Year 14.13% 30.36%
5 Year - -

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 17.36% 21.9%
3 Year 31.54% 53.64%
5 Year 36.29% 74.14%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 13.88% 28.13%
3 Year 39.49% 69.46%
5 Year 42.49% 75.54%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 13.48% 17.3%
Sharp 0.63% 1.25%
Beta 0.9% 0.94%
Alpha -1.06% 12.45%

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Fund Managers

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Name Vinayak Jayanath Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Fund Manage 18 22
AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Others 21.37 13.46
Large Cap 36.72 54.11
Small Cap 11.27 22.4
Mid Cap 30.59 10.01

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Others 0.99 -2.96
Services 23.61 17.06
Energy 7.59 24.53
Capital Goods 14.12 -
Financial 12.69 18.3
Technology 10.39 7.98
Construction 0.91 -
Insurance 2.07 4.95
Healthcare 6.12 16.19
Automobile 5.36 -
Chemicals 10.93 -
Consumer Staples 1.52 13.5
Metals & Mining 2.81 -
Communication 0.84 -
Materials - 0.43

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