Quant Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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tortoise-icon Quant Small Cap Fund-Growth

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Chart Comparison

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

Overview

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth
Fund Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23952 Cr ₹26331 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Nov 2013 30 Oct 1996
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 5% %
Expense Ratio 1.61 1.6
Manager Shreyash Devalkar Sanjeev Sharma
ISIN Code INF846K01K01 INF966L01AA0
Exits Load Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth
1 Month 5.18% -0.63%
6 Month 7.89% -2.47%
1 Year 26.02% 24.99%
3 Year 20.94% 26.12%
5 Year 27.49% 45.54%

SIP Return Analysis

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 23.97% 7.05%
3 Year 27.12% 31.05%
5 Year 28.92% 40.43%

Rolling Lumpsum Returns

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth
1 Year 18.63% 10.41%
3 Year 20.16% 10.27%
5 Year 19.24% 10.08%

Risk Management

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth
Standard Deviation 11.78% 18.63%
Sharp 1.09% 1.2%
Beta 0.64% 0.93%
Alpha 2.84% 4.23%

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Fund Managers

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth
Name Shreyash Devalkar Sanjeev Sharma
Total AUM ₹166770 Cr ₹39731 Cr
Fund Manage 14 22
Axis Small Cap Fund - Regular Plan - Growth Quant Small Cap Fund-Growth

Market Cap

Scheme Name

Axis Small Cap Fund - Regular Plan - Growth

Quant Small Cap Fund-Growth

Others 13.11 13.06
Small Cap 67.41 66.27
Mid Cap 15.27 -
Large Cap 4.27 20.6

Sector Allocation

Scheme Name

Axis Small Cap Fund - Regular Plan - Growth

Quant Small Cap Fund-Growth

Others 13.11 13.06
Gas 0.55 3.78
Auto Components 7.32 3.31
IT - Services 1.17 -
Banks 3.86 3.82
Non - Ferrous Metals 0.41 -
Pharmaceuticals & Biotechnology 4.25 9.28
Healthcare Services 5.8 1.64
Chemicals & Petrochemicals 7.64 1.85
IT - Software 3.86 -
Construction 2.83 1.52
Retailing 1.29 5.74
Electrical Equipment 1.55 0.72
Aerospace & Defense 1.38 -
Transport Services 0.24 -
Textiles & Apparels 0.39 2.51
Capital Markets 5.62 1.63
Agricultural Food & other Products 2.83 1.64
Industrial Products 6.74 1.72
Finance 7.24 10.66
Consumer Durables 5.72 0.75
Realty 5.26 1.69
Financial Technology (Fintech) 1.84 -
Leisure Services 1.07 2.17
Food Products 1.61 5.05
Cement & Cement Products 2.3 -
Industrial Manufacturing 2.67 0.14
Household Products 0.61 -
Commercial Services & Supplies 0.63 0.02
Cigarettes & Tobacco Products 0.27 -
Petroleum Products - 9.63
Fertilizers & Agrochemicals - 3.01
Insurance - 0.28
Beverages - 0.75
Consumable Fuels - 0.24
Healthcare Equipment & Supplies - 2.65
Personal Products - 0.19
Entertainment - 3.22
Telecom - Services - 4.11
Minerals & Mining - 0.37
Power - 2.78

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