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) | ₹1179 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 | 0.21% | 0.26% |
6 Month | 19.56% | 10.26% |
1 Year | -0.57% | -10.36% |
3 Year | 17.27% | 15.67% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 3.95% | 0.39% |
1 Year | 15.07% | 5.31% |
3 Year | 17.15% | 11.04% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 11.7% | 20.52% |
3 Year | 13.34% | 24.56% |
5 Year | - | - |
Risk Management
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 11.46% | 18.756% |
Sharp | 0.84% | 0.643% |
Beta | 0.76% | 1.112% |
Alpha | 2.40% | 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 | 26.12 | 13.85 |
Large Cap | 36.23 | 60.46 |
Small Cap | 19.61 | 19.63 |
Mid Cap | 18.03 | 6.06 |
Sector Allocation
Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 2.04 | 10.14 |
Industrials | 13.05 | - |
Healthcare | 9 | 6.06 |
Energy | 2.24 | 0.42 |
Consumer Cyclical | 20.93 | 13.47 |
Communication Services | 7.81 | - |
Technology | 13.89 | 10.36 |
Financial Services | 15.95 | 28.7 |
Basic Materials | 8.92 | - |
Consumer Defensive | 1.82 | 8.59 |
Utilities | 4.36 | 12.88 |
Real Estate | - | 9.38 |
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