Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Special Situations Fund vs Quant ESG Equity Fund Regular compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

Invest Now

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) ₹1199 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 -0.78% -0.1%
6 Month 3.77% 0.22%
1 Year -0.42% -1.27%
3 Year 16.61% 13.92%
5 Year - 24.41%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Integration Strategy Fund Regular - Growth
6 Month 0.31% 2.34%
1 Year 11.92% 11.71%
3 Year 14.51% 11.29%
5 Year - 15.87%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Integration Strategy Fund Regular - Growth
1 Year 11.7% 19.31%
3 Year 13.34% 23.01%
5 Year - 26.68%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation 11.53% 18.756%
Sharp 0.86% 0.643%
Beta 0.77% 1.112%
Alpha 3.03% 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

Top Comparisons

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns14.81%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

HDFC Manufacturing Fund - Regular (G) HDFC Manufacturing Fund - Regular (G)

3Y Returns0%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

Compare Now

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns6.96%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns7.16%

Compare Now
Add to Cart Successfully