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 Equity 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 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) ₹1271 Cr ₹278 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 2.22 2.39
Manager Vinayak Jayanath Sanjeev Sharma
ISIN Code INF846K01Y05 INF966L01AB8
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Month 3.13% -0.14%
6 Month 14.99% 6.08%
1 Year 35.86% 32.73%
3 Year 12.01% 23.09%
5 Year - -

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 22.57% 11.83%
3 Year 21.24% 25.1%
5 Year - -

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 13.67% 25.14%
3 Year 13.7% 30.59%
5 Year - -

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 13.48% 17.3%
Sharp 0.63% 1.25%
Beta 0.9% 0.94%
Alpha -1.06% 12.45%

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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
Fund Manage 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 21.37 9.98
Large Cap 36.72 55.99
Small Cap 11.27 28.14
Mid Cap 30.59 5.88

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Others 0.99 9.98
Services 23.61 -
Energy 7.59 -
Capital Goods 14.12 -
Financial 12.69 -
Technology 10.39 -
Construction 0.91 -
Insurance 2.07 16.89
Healthcare 6.12 -
Automobile 5.36 -
Chemicals 10.93 -
Consumer Staples 1.52 -
Metals & Mining 2.81 -
Communication 0.84 -
Petroleum Products - 9.32
Pharmaceuticals & Biotechnology - 11.59
Agricultural Food & other Products - 5
Food Products - 21.03
Finance - 11.77
Telecom - Services - 4.71
IT - Software - 0.88
Retailing - 7.83
Commercial Services & Supplies - 0.99

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