Axis Quant Fund vs Quant ESG Equity Fund Regular compare
Axis Quant Fund - Regular Plan - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Fund | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹949 Cr | ₹288 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jul 2021 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY 100 ESG TRI |
Turn Over | 126% | % |
Expense Ratio | 2.2 | 2.42 |
Manager | Vinayak Jayanath | Sanjeev Sharma |
ISIN Code | INF846K011A2 | INF966L01AB8 |
Exits Load | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - 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 Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Month | -2.28% | -5.5% |
6 Month | 6.87% | 5.33% |
1 Year | -7.51% | -12.89% |
3 Year | 12.48% | 14.74% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 2.1% | -0.98% |
1 Year | -2.79% | -8.26% |
3 Year | 8.74% | 9.51% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 13.63% | 21.51% |
3 Year | 14.54% | 27.16% |
5 Year | - | - |
Risk Management
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.84% | 18.756% |
Sharp | 0.58% | 0.643% |
Beta | 0.98% | 1.112% |
Alpha | -1.07% | 6.426% |
Fund Managers
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Name | Vinayak Jayanath | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 18 | 22 |
Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 1.58 | 17.05 |
Large Cap | 58.68 | 56.62 |
Mid Cap | 38.32 | 6.37 |
Small Cap | 1.42 | 19.96 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 0.96 | 13.28 |
Energy | 2.98 | 0.44 |
Financial Services | 31.82 | 30.3 |
Healthcare | 8.98 | 6.37 |
Real Estate | 0.62 | 9.51 |
Basic Materials | 10.16 | - |
Technology | 6.58 | 6.68 |
Consumer Cyclical | 7.53 | 12.42 |
Communication Services | 9.08 | - |
Consumer Defensive | 8.57 | 8.25 |
Industrials | 12.73 | - |
Utilities | - | 12.75 |
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