Axis Midcap Fund vs Quant Mid Cap Fund compare
Axis Midcap Fund - Regular Plan - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹31056 Cr | ₹8608 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Feb 2011 | 21 Mar 2001 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 23% | % |
Expense Ratio | 1.58 | 1.75 |
Manager | Shreyash Devalkar | Sanjeev Sharma |
ISIN Code | INF846K01859 | INF966L01176 |
Exits Load | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | 2.58% | 0.63% |
6 Month | 19% | 8.13% |
1 Year | -0.68% | -14.24% |
3 Year | 17.33% | 15.46% |
5 Year | 22.63% | 27.71% |
SIP Return Analysis
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 5.23% | -1.56% |
1 Year | 14.39% | -3.09% |
3 Year | 19.57% | 10.96% |
5 Year | 18.18% | 17.71% |
Rolling Lumpsum Returns
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.33% | 12.16% |
3 Year | 19.44% | 11.85% |
5 Year | 19.68% | 10.64% |
Risk Management
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.08% | 17.376% |
Sharp | 0.81% | 0.838% |
Beta | 0.83% | 0.924% |
Alpha | -1.24% | 0.658% |
Fund Managers
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Shreyash Devalkar | Sanjeev Sharma |
Total AUM | ₹166770 Cr | ₹39731 Cr |
Funds Managed | 14 | 22 |
Axis Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 13.28 | 16.35 |
Mid Cap | 71.13 | 68.88 |
Large Cap | 10.05 | 14.76 |
Small Cap | 5.54 | - |
Sector Allocation
Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 8.2 | 15 |
Industrials | 15.82 | 14.88 |
Consumer Cyclical | 19.93 | 3.71 |
Technology | 9.63 | 6.52 |
Financial Services | 14.76 | 3.71 |
Healthcare | 10.99 | 10.48 |
Real Estate | 3.19 | - |
Energy | 0.78 | 11.65 |
Communication Services | 3.37 | 10.53 |
Basic Materials | 11.74 | 9.88 |
Consumer Defensive | 0.35 | 11.53 |
Utilities | 1.23 | 2.12 |
Top Comparisons
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.43%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.06%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.93%
HDFC Low Duration Fund - Growth
3Y Returns7.1%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.69%
PGIM India Gilt Fund - Growth
3Y Returns6.49%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns18.19%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns17.99%