Quant Value Fund Regular vs Axis Value Fund compare

Link copied to clipboard!

tortoise-icon Axis Value Fund - Regular Plan - Growth

Invest Now

tortoise-icon Quant Value Fund Regular - Growth

Invest Now

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) ₹620 Cr ₹1901 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 15 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 2.38 2.01
Manager Vinayak Jayanath Sanjeev Sharma
ISIN Code INF846K013C4 INF966L01AQ6
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 Value Fund - Regular Plan - Growth Quant Value Fund Regular - Growth
1 Month -4.9% -7.36%
6 Month 11.29% -3.55%
1 Year 37.23% 38.87%
3 Year 19.4% -
5 Year - -

SIP Return Analysis

Scheme Name Axis Value Fund - Regular Plan - Growth Quant Value Fund Regular - Growth
6 Month - -
1 Year 29.22% 16.32%
3 Year 30.53% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Axis Value Fund - Regular Plan - Growth Quant Value Fund Regular - Growth
1 Year 27.92% 31.58%
3 Year 20.54% -
5 Year - -

Risk Management

Scheme Name Axis Value Fund - Regular Plan - Growth Quant Value Fund Regular - Growth
Standard Deviation 14.73% 21.18%
Sharp - -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 8.36 17.33
Large Cap 55.53 47.28
Mid Cap 15.41 -
Small Cap 20.69 35.4

Sector Allocation

Scheme Name

Axis Value Fund - Regular Plan - Growth

Quant Value Fund Regular - Growth

Others 3.82 17.33
Energy 9.98 -
Technology 5.11 -
Consumer Staples 1.72 -
Construction 7.02 2.46
Financial 18.59 -
Healthcare 10.7 2.63
Metals & Mining 3.03 -
Capital Goods 8.99 -
Insurance 1.71 11.23
Automobile 13.4 -
Services 5.02 -
Communication 3.53 -
Consumer Discretionary 2.4 -
Diversified 1.62 -
Materials 2.85 -
Chemicals 0.5 -
Petroleum Products - 9.07
Chemicals & Petrochemicals - 4.25
Auto Components - 1.4
Pharmaceuticals & Biotechnology - 0.95
Finance - 12.68
Diversified FMCG - 9.36
Power - 7.63
Cement & Cement Products - 4.67
Entertainment - 2.27
Telecom - Services - 2.47
Gas - 0.36
Retailing - 2.95
Leisure Services - 1.07
IT - Software - 4.09
Personal Products - 3.14

Top Comparisons

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns4.91%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.71%

Compare Now

ICICI Prudential US Bluechip Equity Fund - Growth ICICI Prudential US Bluechip Equity Fund - Growth

3Y Returns10.2%

VS

Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

3Y Returns8.36%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns7.46%

VS

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.3%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns14.93%

VS

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns13.06%

Compare Now
Request call back
Add to Cart Successfully