Axis Small Cap Fund vs Quant Small Cap Fund compare

Axis Small Cap Fund vs Quant Small Cap Fund compare

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Axis Small Cap Fund Regular Growth

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Quant Small Cap 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 Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Fund	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹26769 Cr	₹25183 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	29 Nov 2013	30 Oct 1996
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	5%	%
Expense Ratio	1.61	1.6
Manager	Shreyash Devalkar	Sanjeev Sharma
ISIN Code	INF846K01K01	INF966L01AA0
Exits Load	Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
1 Month	-2.97%	-3.55%
6 Month	0.54%	0.84%
1 Year	-4.06%	-4.67%
3 Year	17.28%	19.41%
5 Year	22.08%	29.32%

SIP Return Analysis

Scheme Name	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
6 Month	-2.95%	-3.67%
1 Year	3.18%	1.14%
3 Year	12.31%	11.52%
5 Year	16.04%	18.81%

Rolling Lumpsum Returns

Scheme Name	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
1 Year	16.71%	9.79%
3 Year	19.3%	10.56%
5 Year	20.5%	10.66%

Risk Management

Scheme Name	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Standard Deviation	11.78%	18.497%
Sharp	0.84%	0.792%
Beta	0.7%	0.929%
Alpha	1.26%	1.342%

Fund Managers

Scheme Name	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Name	Shreyash Devalkar	Sanjeev Sharma
Total AUM	₹166770 Cr	₹39731 Cr
Funds Managed	14	22
	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth

Market Cap

Scheme Name	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Others	13.75	16.88
Large Cap	5.12	20.74
Small Cap	68.75	61.43
Mid Cap	12.38	0.95

Sector Allocation

Scheme Name	Axis Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Others	8.14	7.68
Energy	0.94	17.04
Utilities	0.9	2.95
Financial Services	19.23	19.33
Consumer Cyclical	11.69	12.63
Communication Services	0.75	3.03
Healthcare	13.34	13.85
Industrials	15.57	6.74
Basic Materials	10.48	7.4
Real Estate	4.35	2.48
Technology	9.11	2.78
Consumer Defensive	5.47	4.08

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