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Quant Dynamic Asset Allocation Fund Regular vs Axis Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Fund | Axis Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2652 Cr | ₹1274 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Aug 2017 | 12 Apr 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 24% | % |
| Expense Ratio | 2 | 2.12 |
| Manager | Hardik Shah | Sanjeev Sharma |
| ISIN Code | INF846K01A52 | INF966L01BO9 |
| Exits Load | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Dynamic Asset Allocation 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 Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.39% | 2.22% |
| 6 Month | 1.53% | -4.27% |
| 1 Year | 13.98% | -1% |
| 3 Year | 14.02% | - |
| 5 Year | 14.35% | - |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.72% | 0.11% |
| 1 Year | 5.13% | -7.92% |
| 3 Year | 15.19% | - |
| 5 Year | 13.32% | - |
Rolling Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.22% | 52.56% |
| 3 Year | 9.95% | - |
| 5 Year | 8.8% | - |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 8.096% | - |
| Sharp | 0.607% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Name | Hardik Shah | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 12 | 22 |
| Axis Balanced Advantage Fund - Regular Plan - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
Market Cap
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 34.05 | 35.6 |
| Large Cap | 56.4 | 56.58 |
| Mid Cap | 5.5 | 3.94 |
| Small Cap | 4.04 | 3.88 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 32.81 | 34.43 |
| Energy | 7.7 | 13.33 |
| Industrials | 5.28 | 7.52 |
| Technology | 6.58 | - |
| Basic Materials | 3.97 | - |
| Consumer Defensive | 2.51 | 9.01 |
| Financial Services | 21.88 | 22.2 |
| Healthcare | 5.99 | 5.11 |
| Consumer Cyclical | 7.77 | 8.4 |
| Communication Services | 3.08 | - |
| Utilities | 1.99 | - |
| Real Estate | 0.43 | - |
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