Axis Special Situations Fund vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹103 Cr | ₹1179 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Apr 2008 | 24 Dec 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY 50 TRI |
| Turn Over | 119% | 18% |
| Expense Ratio | 0.94 | 2.26 |
| Manager | Ashutosh Bhargava | Vinayak Jayanath |
| ISIN Code | INF204K01760 | INF846K01Y05 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.02% | -0.73% |
| 6 Month | 8.45% | 11.29% |
| 1 Year | 5.4% | 2.66% |
| 3 Year | 19.87% | 17.51% |
| 5 Year | 21.51% | - |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.05% | 1.02% |
| 1 Year | 12.11% | 11.28% |
| 3 Year | 16.37% | 15.23% |
| 5 Year | 17.63% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.15% | 11.7% |
| 3 Year | 11.78% | 13.34% |
| 5 Year | 11.96% | - |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 11.50% |
| Sharp | 1.01% | 0.89% |
| Beta | 0.99% | 0.76% |
| Alpha | 3.41% | 2.84% |
Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Vinayak Jayanath |
| Total AUM | ₹121448 Cr | ₹0 Cr |
| Funds Managed | 12 | 18 |
| Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.42 | 28.78 |
| Large Cap | 76.36 | 34.13 |
| Mid Cap | 18.22 | 17.2 |
| Small Cap | - | 19.88 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.92 | 4.77 |
| Energy | 7.14 | 1.73 |
| Technology | 9.26 | 12.59 |
| Industrials | 12.75 | 13.33 |
| Consumer Defensive | 4.42 | 1.66 |
| Financial Services | 32.23 | 12.87 |
| Healthcare | 5.11 | 7.95 |
| Consumer Cyclical | 15.29 | 21.98 |
| Basic Materials | 4.63 | 9.25 |
| Real Estate | 1.59 | - |
| Communication Services | 4.01 | 9.39 |
| Utilities | 2.64 | 4.49 |
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