Axis Special Situations Fund vs Quant ESG Equity Fund Regular compare
AXIS INNOVATION FUND - Regular Plan - Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1206 Cr | ₹288 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 24 Dec 2020 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 100 ESG TRI |
| Turn Over | 18% | % |
| Expense Ratio | 2.26 | 2.42 |
| Manager | Vinayak Jayanath | Sanjeev Sharma |
| ISIN Code | INF846K01Y05 | INF966L01AB8 |
| Exits Load | Axis Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.67% | 1.39% |
| 6 Month | 6.13% | 2.21% |
| 1 Year | 4.34% | -1.75% |
| 3 Year | 17.08% | 14.5% |
| 5 Year | - | 26.08% |
SIP Return Analysis
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.92% | 2.11% |
| 1 Year | 13.4% | 10.25% |
| 3 Year | 16.33% | 12.22% |
| 5 Year | - | 16.93% |
Rolling Lumpsum Returns
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.7% | 19.34% |
| 3 Year | 13.34% | 23.12% |
| 5 Year | - | 26.98% |
Risk Management
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.50% | 18.756% |
| Sharp | 0.89% | 0.643% |
| Beta | 0.76% | 1.112% |
| Alpha | 2.84% | 6.426% |
Fund Managers
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Vinayak Jayanath | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 18 | 22 |
| AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 30.65 | 45.25 |
| Large Cap | 32.33 | 46.52 |
| Small Cap | 20.65 | 2.95 |
| Mid Cap | 16.37 | 5.28 |
Sector Allocation
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 3.9 | 28.37 |
| Industrials | 14.35 | - |
| Technology | 11.97 | 3.96 |
| Energy | 1.57 | 4.5 |
| Consumer Cyclical | 20.35 | 12.71 |
| Communication Services | 9.45 | - |
| Financial Services | 13.04 | 2.95 |
| Healthcare | 8.44 | 4.64 |
| Real Estate | 1.51 | 10.19 |
| Basic Materials | 10.21 | 4.51 |
| Consumer Defensive | 0.68 | 7.53 |
| Utilities | 4.54 | 20.62 |
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