Axis Special Situations Fund vs Quant ESG Equity Fund Regular compare
AXIS INNOVATION FUND - Regular Plan - Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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 | 3.41% | 4.89% |
6 Month | -4.72% | -2.23% |
1 Year | 5.57% | -2.26% |
3 Year | 18.39% | 22.57% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | 7.71% | 9.19% |
1 Year | 5.71% | 1.55% |
3 Year | 17.35% | 16.07% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 13.71% | 22.83% |
3 Year | 12.64% | 28.77% |
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% |
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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 |
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