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Axis Quant Fund vs Quant ESG Equity Fund Regular compare

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tortoise-icon Axis Quant Fund - Regular Plan - Growth

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tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹907 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 1.31% 3.87%
6 Month 11.66% 13.68%
1 Year -11.52% -13.5%
3 Year 11.49% 13.2%
5 Year - -

SIP Return Analysis

Scheme Name Axis Quant Fund - Regular Plan - Growth Quant ESG Integration Strategy Fund Regular - Growth
6 Month 1.45% 1.98%
1 Year 1.27% 3.4%
3 Year 8.86% 11.87%
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 13.88% 18.756%
Sharp 0.38% 0.643%
Beta 0.99% 1.112%
Alpha -1.85% 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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