Axis Small Cap Fund vs Quant Small Cap Fund compare
Axis Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
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) | ₹23139 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 | 3.12% | 4.36% |
6 Month | -4.28% | -9.64% |
1 Year | 8.83% | -5.17% |
3 Year | 17.48% | 21.61% |
5 Year | 29.87% | 46.45% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | -0.34% | -1.09% |
1 Year | -4.54% | -14.02% |
3 Year | 17.18% | 19.88% |
5 Year | 21.33% | 28.43% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.9% | 10.46% |
3 Year | 19.99% | 10.33% |
5 Year | 19.66% | 10.13% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.78% | 18.497% |
Sharp | 0.59% | 0.792% |
Beta | 0.69% | 0.929% |
Alpha | 1.2% | 1.342% |
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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 | 14 | 10.03 |
Small Cap | 64.45 | 63.33 |
Mid Cap | 17.51 | 3.42 |
Large Cap | 4.05 | 23.22 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 13.78 | 9.23 |
Utilities | 0.54 | 2.37 |
Consumer Cyclical | 10.55 | 14.28 |
Communication Services | 0.81 | 3.92 |
Technology | 7.13 | 2.85 |
Healthcare | 11.43 | 13.56 |
Financial Services | 17.17 | 15.78 |
Basic Materials | 10.58 | 8.59 |
Industrials | 18.4 | 4.46 |
Consumer Defensive | 4.76 | 5.01 |
Real Estate | 4.85 | 1.72 |
Energy | - | 18.22 |
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