Axis Growth Opportunities Fund vs Quant Large and Mid Cap Fund compare
Axis Large & Mid Cap Fund - Regular Plan - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹14906 Cr | ₹3612 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Oct 2018 | 09 Jan 2007 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 23% | % |
| Expense Ratio | 1.7 | 1.9 |
| Manager | Shreyash Devalkar | Sanjeev Sharma |
| ISIN Code | INF846K01J79 | INF966L01341 |
| Exits Load | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap 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 Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 2.77% | 3.36% |
| 6 Month | 9.61% | 3.46% |
| 1 Year | 5.46% | -5.04% |
| 3 Year | 18.84% | 16.36% |
| 5 Year | 21.72% | 24.21% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.31% | -1.53% |
| 1 Year | 7.95% | -0.13% |
| 3 Year | 15.21% | 9.5% |
| 5 Year | 15.27% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 18.24% | 14.06% |
| 3 Year | 19.84% | 16.58% |
| 5 Year | 22.03% | 14.66% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 16.673% |
| Sharp | 0.86% | 0.777% |
| Beta | 0.81% | 1.094% |
| Alpha | 1.24% | 4.454% |
Fund Managers
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Shreyash Devalkar | Sanjeev Sharma |
| Total AUM | ₹166770 Cr | ₹39731 Cr |
| Funds Managed | 14 | 22 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 14.82 | 15.05 |
| Large Cap | 44.87 | 45.57 |
| Mid Cap | 36.16 | 36.58 |
| Small Cap | 4.14 | 2.8 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.26 | 9.27 |
| Energy | 3.31 | 9.84 |
| Technology | 10.72 | 4.21 |
| Industrials | 13.4 | 15.12 |
| Consumer Cyclical | 16.3 | 8.48 |
| Healthcare | 9.84 | 7.29 |
| Consumer Defensive | 3.14 | 15.25 |
| Basic Materials | 6.22 | 6.16 |
| Financial Services | 24.61 | 11.02 |
| Utilities | 2.59 | 6.02 |
| Real Estate | 1.69 | 3.57 |
| Communication Services | 3.9 | 3.76 |
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