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 Equity 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 Equity Fund Regular - Growth
Fund AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1157 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 Equity Fund Regular - Growth
1 Month 5.05% 3.06%
6 Month -0.72% -2.08%
1 Year 7.78% -0.36%
3 Year 17.03% 19.8%
5 Year - -

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
6 Month 3.85% 4.88%
1 Year 2.15% -4.71%
3 Year 17.12% 15.65%
5 Year - -

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 15.38% 24.8%
3 Year 12.82% 29.82%
5 Year - -

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 13.873% 18.756%
Sharp 0.394% 0.643%
Beta - 1.112%
Alpha - 6.426%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity 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 Equity Fund Regular - Growth

Market Cap

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Others 24.51 13.27
Large Cap 39.64 45.01
Small Cap 17.81 20.43
Mid Cap 18.05 21.29

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Others 6.5 13.27
Industrials 13.63 -
Energy 1.67 9.56
Consumer Cyclical 19.5 6.97
Communication Services 8.09 -
Technology 15.15 3.22
Financial Services 14.58 32.57
Healthcare 7.41 19.88
Basic Materials 8.36 -
Consumer Defensive 1.75 8.79
Utilities 3.36 5.74

Top Comparisons

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns22.08%

VS

LIC MF Balanced Advantage Fund Regular - Growth LIC MF Balanced Advantage Fund Regular - Growth

3Y Returns12.27%

Compare Now

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns7.21%

Compare Now

ICICI Prudential Liquid Fund - Growth ICICI Prudential Liquid Fund - Growth

3Y Returns6.87%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.94%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.77%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns7.21%

Compare Now
Add to Cart Successfully