Axis Quant Fund vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹100 Cr | ₹907 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Apr 2008 | 01 Jul 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | BSE 200 |
Turn Over | 119% | 126% |
Expense Ratio | 0.94 | 2.2 |
Manager | Ashutosh Bhargava | Vinayak Jayanath |
ISIN Code | INF204K01760 | INF846K011A2 |
Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.04% | 1.17% |
6 Month | 15.22% | 12.49% |
1 Year | 0.2% | -10.82% |
3 Year | 20.6% | 12.09% |
5 Year | 22.58% | - |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.7% | 1.45% |
1 Year | 11.31% | 1.27% |
3 Year | 18.17% | 8.86% |
5 Year | 18.76% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.68% | 13.63% |
3 Year | 11.62% | 14.54% |
5 Year | 11.87% | - |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.02% | 13.88% |
Sharp | 0.93% | 0.38% |
Beta | 1% | 0.99% |
Alpha | 4.09% | -1.85% |
Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Name | Ashutosh Bhargava | Vinayak Jayanath |
Total AUM | ₹121448 Cr | ₹0 Cr |
Funds Managed | 12 | 18 |
Nippon India Quant Fund -Growth Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 5.49 | 4.06 |
Large Cap | 74.26 | 62.62 |
Mid Cap | 20.25 | 31.97 |
Small Cap | - | 1.35 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 0.95 | 3.42 |
Energy | 6.72 | 5.49 |
Technology | 9.51 | 6.89 |
Industrials | 12.78 | 15.49 |
Consumer Defensive | 4.65 | 6.32 |
Financial Services | 32.52 | 32.25 |
Healthcare | 5.26 | 7.37 |
Consumer Cyclical | 10.82 | 7.74 |
Basic Materials | 6.84 | 5.11 |
Real Estate | 1.93 | 0.63 |
Communication Services | 4.16 | 9.29 |
Utilities | 3.87 | - |
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