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Axis Value Fund vs Quant Value Fund Regular compare
Axis Value Fund - Regular Plan - Growth
Quant Value Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Fund | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹785 Cr | ₹1776 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2021 | 30 Nov 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Value 50 TRI | NIFTY 500 TRI |
| Turn Over | 15% | % |
| Expense Ratio | 2.33 | 1.99 |
| Manager | Vinayak Jayanath | Sanjeev Sharma |
| ISIN Code | INF846K013C4 | INF966L01AQ6 |
| Exits Load | Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value 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 Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | 6.57% | 5.49% |
| 6 Month | -12.13% | -19.77% |
| 1 Year | 12.04% | -3.45% |
| 3 Year | 20.25% | 20.46% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | -5.35% | -9.87% |
| 1 Year | -6.79% | -24.05% |
| 3 Year | 21.09% | 17.92% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 28.41% | 30.49% |
| 3 Year | 20.86% | 24.4% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.624% | 20.002% |
| Sharp | 0.892% | 0.772% |
| Beta | 1.009% | 1.258% |
| Alpha | 4.878% | 5.32% |
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Fund Managers
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Name | Vinayak Jayanath | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 18 | 22 |
| Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
Market Cap
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 12.87 | 13.11 |
| Large Cap | 54.32 | 51.08 |
| Mid Cap | 10 | 6.9 |
| Small Cap | 22.81 | 28.92 |
Sector Allocation
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 12.38 | 13.11 |
| Energy | 4.08 | 10.14 |
| Technology | 11.68 | 1.74 |
| Healthcare | 11.75 | 4.06 |
| Industrials | 9.27 | 7.68 |
| Financial Services | 22.13 | 26.31 |
| Consumer Defensive | 2.83 | 12.07 |
| Basic Materials | 3.51 | 9.82 |
| Consumer Cyclical | 11.04 | 4.87 |
| Real Estate | 4.66 | - |
| Utilities | 3.32 | 8.17 |
| Communication Services | 3.35 | 2.03 |
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