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) | ₹1184 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 | -0.05% | -1.59% |
6 Month | 11.69% | 9.86% |
1 Year | 2.35% | -14.17% |
3 Year | 14.89% | 15.04% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 4.77% | -0.93% |
1 Year | 7.97% | -5% |
3 Year | 17.32% | 10.91% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 12.49% | 21.51% |
3 Year | 12.87% | 27.16% |
5 Year | - | - |
Risk Management
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.03% | 18.756% |
Sharp | 0.72% | 0.643% |
Beta | 0.78% | 1.112% |
Alpha | 0.65% | 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 | 24.73 | 17.05 |
Large Cap | 37.5 | 56.62 |
Small Cap | 19.34 | 19.96 |
Mid Cap | 18.42 | 6.37 |
Sector Allocation
Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 2.43 | 13.28 |
Industrials | 12.66 | - |
Healthcare | 9.42 | 6.37 |
Energy | 3.01 | 0.44 |
Consumer Cyclical | 19.52 | 12.42 |
Communication Services | 7.5 | - |
Technology | 14.03 | 6.68 |
Financial Services | 16.24 | 30.3 |
Basic Materials | 8.84 | - |
Consumer Defensive | 1.76 | 8.25 |
Utilities | 4.58 | 12.75 |
Real Estate | - | 9.51 |
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