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) | ₹15453 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 | -1.04% | -1.48% |
| 6 Month | 4.98% | -0.26% |
| 1 Year | 2.24% | -4.25% |
| 3 Year | 18.17% | 14.05% |
| 5 Year | 18.61% | 20.26% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.99% | 1.62% |
| 1 Year | 15.03% | 6.94% |
| 3 Year | 16.98% | 11.45% |
| 5 Year | 16.33% | 15.6% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 17.26% | 13.86% |
| 3 Year | 19.7% | 16.49% |
| 5 Year | 21.85% | 14.69% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.29% | 16.673% |
| Sharp | 0.95% | 0.777% |
| Beta | 0.82% | 1.094% |
| Alpha | 1.89% | 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 | 14.36 |
| Large Cap | 45.17 | 46.78 |
| Mid Cap | 36.58 | 36.1 |
| Small Cap | 4.3 | 2.76 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.91 | 8.23 |
| Energy | 3.6 | 10.52 |
| Technology | 10.43 | 5.93 |
| Industrials | 13.36 | 16.39 |
| Financial Services | 27.67 | 10.87 |
| Consumer Cyclical | 15.69 | 8.33 |
| Healthcare | 9.72 | 7.49 |
| Consumer Defensive | 2.78 | 11.49 |
| Basic Materials | 5.82 | 6.43 |
| Utilities | 2.42 | 6.48 |
| Real Estate | 1.77 | 3.72 |
| Communication Services | 3.84 | 4.12 |
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