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Axis Special Situations Fund vs Quant Quantamental Fund Regular compare

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

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tortoise-icon Quant Quantamental 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 Quantamental Fund Regular - Growth
Fund AXIS INNOVATION FUND - Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1206 Cr ₹2122 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 24 Dec 2020 20 Apr 2021
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 200 TRI
Turn Over 18% %
Expense Ratio 2.26 2
Manager Vinayak Jayanath Sanjeev Sharma
ISIN Code INF846K01Y05 INF966L01AH5
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 Quantamental 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 Quantamental Fund Regular - Growth
1 Month -0.99% 1.75%
6 Month 5.42% 4.33%
1 Year 1.49% 0.99%
3 Year 16.31% 18.3%
5 Year - -

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
6 Month 2.47% 4.8%
1 Year 14.76% 17.16%
3 Year 16.26% 14.73%
5 Year - -

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
1 Year 11.7% 23.61%
3 Year 13.34% 26.26%
5 Year - -

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
Standard Deviation 11.50% 17.328%
Sharp 0.89% 0.966%
Beta 0.76% -
Alpha 2.84% -

Fund Managers

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

Market Cap

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Quant Quantamental Fund Regular - Growth

Others 30.65 42.25
Large Cap 32.33 52.31
Small Cap 20.65 0.96
Mid Cap 16.37 4.48

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Quant Quantamental Fund Regular - Growth

Others 3.9 31.46
Industrials 14.35 7.5
Technology 11.97 0
Energy 1.57 8.6
Consumer Cyclical 20.35 5.9
Communication Services 9.45 0.96
Financial Services 13.04 23.14
Healthcare 8.44 4.48
Real Estate 1.51 6.25
Basic Materials 10.21 3.07
Consumer Defensive 0.68 -
Utilities 4.54 8.62

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