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) | ₹100 Cr | ₹1171 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 | 3.04% | 3.63% |
6 Month | 15.22% | 19.19% |
1 Year | 0.2% | 1.11% |
3 Year | 20.6% | 15.5% |
5 Year | 22.58% | - |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.7% | 6.65% |
1 Year | 11.31% | 14.48% |
3 Year | 18.17% | 17.95% |
5 Year | 18.76% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.68% | 12.49% |
3 Year | 11.62% | 12.87% |
5 Year | 11.87% | - |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.02% | 12.08% |
Sharp | 0.93% | 0.62% |
Beta | 1% | 0.78% |
Alpha | 4.09% | 1.18% |
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 | 6.99 | 24.73 |
Large Cap | 76.26 | 37.5 |
Mid Cap | 16.75 | 18.42 |
Small Cap | - | 19.34 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 1.04 | 2.43 |
Energy | 7.61 | 3.01 |
Technology | 8.41 | 14.03 |
Basic Materials | 5.99 | 8.84 |
Industrials | 13 | 12.66 |
Financial Services | 35.14 | 16.24 |
Healthcare | 5.31 | 9.42 |
Consumer Cyclical | 9.85 | 19.52 |
Consumer Defensive | 2.83 | 1.76 |
Utilities | 4.65 | 4.58 |
Real Estate | 2.01 | - |
Communication Services | 4.15 | 7.5 |
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