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) | ₹903 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 | 1.48% | -0.07% |
6 Month | 8.18% | 7.95% |
1 Year | -10.01% | -9.73% |
3 Year | 12.91% | 15.73% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 0.72% | 0.39% |
1 Year | 4.74% | 5.31% |
3 Year | 8.73% | 11.04% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 12.76% | 20.52% |
3 Year | 14.12% | 24.56% |
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 | 0.43% | 0.643% |
Beta | 1.02% | 1.112% |
Alpha | -3.00% | 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 | 4.06 | 13.85 |
Large Cap | 62.62 | 60.46 |
Mid Cap | 31.97 | 6.06 |
Small Cap | 1.35 | 19.63 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 3.42 | 10.14 |
Energy | 5.49 | 0.42 |
Financial Services | 32.25 | 28.7 |
Real Estate | 0.63 | 9.38 |
Basic Materials | 5.11 | - |
Technology | 6.89 | 10.36 |
Consumer Cyclical | 7.74 | 13.47 |
Communication Services | 9.29 | - |
Healthcare | 7.37 | 6.06 |
Consumer Defensive | 6.32 | 8.59 |
Industrials | 15.49 | - |
Utilities | - | 12.88 |
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