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) | ₹918 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 | 1.57% | 0.99% |
| 6 Month | 3.4% | 0.42% |
| 1 Year | -2.12% | -3.61% |
| 3 Year | 12.72% | 13.41% |
| 5 Year | - | 24.82% |
SIP Return Analysis
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.08% | 2.87% |
| 1 Year | 11.79% | 11.37% |
| 3 Year | 9.36% | 11.02% |
| 5 Year | - | 15.87% |
Rolling Lumpsum Returns
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.76% | 19.31% |
| 3 Year | 14.12% | 23.01% |
| 5 Year | - | 26.68% |
Risk Management
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.82% | 18.756% |
| Sharp | 0.42% | 0.643% |
| Beta | 1.01% | 1.112% |
| Alpha | -3.10% | 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 | 2.62 | 45.25 |
| Large Cap | 64.22 | 46.52 |
| Mid Cap | 31.75 | 5.28 |
| Small Cap | 1.41 | 2.95 |
Sector Allocation
| Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 1.93 | 28.37 |
| Energy | 6.75 | 4.5 |
| Technology | 3.35 | 3.96 |
| Consumer Defensive | 9.55 | 7.53 |
| Financial Services | 35.46 | 2.95 |
| Real Estate | 0.69 | 10.19 |
| Consumer Cyclical | 15.63 | 12.71 |
| Basic Materials | 2.25 | 4.51 |
| Healthcare | 6.36 | 4.64 |
| Industrials | 10.58 | - |
| Communication Services | 7.45 | - |
| Utilities | - | 20.62 |
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