Axis Focused Fund vs Quant Focused Fund compare
Axis Focused Fund - Regular Plan - Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | Axis Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Fund | Axis Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12585 Cr | ₹1064 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Jun 2012 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 180% | % |
Expense Ratio | 1.74 | 2.18 |
Manager | Shreyash Devalkar | Sanjeev Sharma |
ISIN Code | INF846K01CH7 | INF966L01374 |
Exits Load | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - 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 Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Month | 0.93% | -1.53% |
6 Month | 12.77% | 8.33% |
1 Year | 4.07% | -7.96% |
3 Year | 9.53% | 14.38% |
5 Year | 13.51% | 21.22% |
SIP Return Analysis
Scheme Name | Axis Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 3.77% | 1.95% |
1 Year | 6.82% | -1.3% |
3 Year | 12.25% | 10.94% |
5 Year | 9.67% | 14.29% |
Rolling Lumpsum Returns
Scheme Name | Axis Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 13.51% | 13.99% |
3 Year | 14.29% | 17.21% |
5 Year | 14.05% | 15.96% |
Risk Management
Scheme Name | Axis Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 13.68% | 15.933% |
Sharp | 0.31% | 0.641% |
Beta | 0.92% | 1.052% |
Alpha | -4.97% | 1.751% |
Fund Managers
Scheme Name | Axis Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Name | Shreyash Devalkar | Sanjeev Sharma |
Total AUM | ₹166770 Cr | ₹39731 Cr |
Funds Managed | 14 | 22 |
Axis Focused Fund - Regular Plan - Growth Option | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
Axis Focused Fund - Regular Plan - Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 15.04 | 30.62 |
Large Cap | 67 | 57.46 |
Mid Cap | 17.96 | 2.14 |
Small Cap | - | 9.78 |
Sector Allocation
Scheme Name |
Axis Focused Fund - Regular Plan - Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 6.51 | 25.21 |
Technology | 5.17 | 2.78 |
Financial Services | 33.92 | 26.42 |
Industrials | 10.58 | 8.44 |
Consumer Cyclical | 12.85 | 3.27 |
Consumer Defensive | 1.35 | 0 |
Basic Materials | 3.56 | 0 |
Healthcare | 10.63 | 10.01 |
Communication Services | 8.61 | - |
Real Estate | 3.58 | 7.03 |
Utilities | 3.25 | 9.63 |
Energy | - | 7.22 |
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