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) | ₹26379 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 | -1.94% | -2.06% |
6 Month | 7.85% | 6.61% |
1 Year | 2.08% | -7.41% |
3 Year | 21.13% | 27.22% |
5 Year | 29.41% | 38.38% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 8.78% | 7.98% |
1 Year | 11.4% | 5.14% |
3 Year | 19.89% | 20.84% |
5 Year | 21.66% | 26.27% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.75% | 10.28% |
3 Year | 19.97% | 10.43% |
5 Year | 20% | 10.27% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.78% | 18.497% |
Sharp | 1.25% | 0.792% |
Beta | 0.7% | 0.929% |
Alpha | 1.25% | 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 | 14.62 | 9.12 |
Small Cap | 67.14 | 67.02 |
Mid Cap | 14.62 | 0.82 |
Large Cap | 3.62 | 23.05 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 11.39 | 4.99 |
Utilities | 0.52 | 2.96 |
Financial Services | 19.03 | 17.95 |
Consumer Cyclical | 9.93 | 13.61 |
Communication Services | 0.92 | 3.26 |
Technology | 7.37 | 2.95 |
Healthcare | 11.89 | 13.98 |
Basic Materials | 11.25 | 9.28 |
Industrials | 17.93 | 7.26 |
Consumer Defensive | 5.3 | 4.86 |
Real Estate | 4.47 | 1.62 |
Energy | - | 17.29 |
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