Quant Value Fund Regular vs Axis Value Fund 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.8%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns11.86%
ICICI Prudential Savings Fund - Growth
3Y Returns7.14%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns6.44%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.29%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.84%