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Quant Value Fund Regular vs Axis Value Fund compare

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tortoise-icon Axis Value Fund - Regular Plan - Growth

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tortoise-icon Quant Value 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 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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