Quant Value Fund Regular vs Axis Value Fund compare

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Axis Value Fund - Regular Plan - Growth

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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 Risk	Very High Risk
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

Scheme Name	Axis Value Fund - Regular Plan - Growth	Quant Value Fund Regular - Growth
1 Month	-5.89%	-7.41%
6 Month	-10.36%	-19.32%
1 Year	9.28%	-4.79%
3 Year	19.05%	21.47%
5 Year	-	-

Scheme Name	Axis Value Fund - Regular Plan - Growth	Quant Value Fund Regular - Growth
6 Month	-	-
1 Year	-4.09%	-22.52%
3 Year	20.78%	18.13%
5 Year	-	-

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	-	-

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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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

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

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