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) | ₹15605 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 | -2.17% | -2.11% |
| 6 Month | 2.59% | -1.29% |
| 1 Year | -0.21% | -3.28% |
| 3 Year | 18.37% | 14.48% |
| 5 Year | 17.71% | 18.88% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.41% | 1.03% |
| 1 Year | 11.46% | 6.75% |
| 3 Year | 15.03% | 10.67% |
| 5 Year | 15.05% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 17.13% | 13.79% |
| 3 Year | 19.68% | 16.43% |
| 5 Year | 21.84% | 14.7% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.28% | 16.673% |
| Sharp | 0.96% | 0.777% |
| Beta | 0.82% | 1.094% |
| Alpha | 2.30% | 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 | 13.96 | 22.6 |
| Large Cap | 45.17 | 45.35 |
| Mid Cap | 36.58 | 29.24 |
| Small Cap | 4.3 | 2.81 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.91 | 16.78 |
| Energy | 3.6 | 10.11 |
| Technology | 10.43 | 5.82 |
| Industrials | 13.36 | 12.84 |
| Financial Services | 27.67 | 11.09 |
| Consumer Cyclical | 15.69 | 8.93 |
| Healthcare | 9.72 | 6.96 |
| Consumer Defensive | 2.78 | 9.37 |
| Basic Materials | 5.82 | 6.08 |
| Utilities | 2.42 | 6.2 |
| Real Estate | 1.77 | 3.59 |
| Communication Services | 3.84 | 2.23 |
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