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Axis Special Situations Fund vs Quant ESG Equity Fund Regular compare

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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