Axis Value Fund vs Quant Value Fund Regular compare
Axis Value Fund - Regular Plan - Growth
Quant Value Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
---|---|---|
Fund | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹989 Cr | ₹1776 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 22 Sep 2021 | 30 Nov 2021 |
Category | Value | Value |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Value 50 TRI | NIFTY 500 TRI |
Turn Over | 15% | % |
Expense Ratio | 2.33 | 1.99 |
Manager | Vinayak Jayanath | Sanjeev Sharma |
ISIN Code | INF846K013C4 | INF966L01AQ6 |
Exits Load | Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value 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 Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
---|---|---|
1 Month | -1.56% | -2.28% |
6 Month | 5.59% | 4.52% |
1 Year | -0.6% | -12.45% |
3 Year | 22.99% | 25.03% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
---|---|---|
6 Month | 5.24% | 6.03% |
1 Year | 5.07% | 1.23% |
3 Year | 21.44% | 19.41% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
---|---|---|
1 Year | 23.21% | 24.06% |
3 Year | 21.29% | 24.28% |
5 Year | - | - |
Risk Management
Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.50% | 20.002% |
Sharp | 1.33% | 0.772% |
Beta | 0.99% | 1.258% |
Alpha | 5.29% | 5.32% |
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Fund Managers
Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
---|---|---|
Name | Vinayak Jayanath | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 18 | 22 |
Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
Market Cap
Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
---|---|---|
Others | 5.46 | 11.27 |
Large Cap | 60.55 | 55.64 |
Small Cap | 18.79 | 26.5 |
Mid Cap | 15.2 | 6.59 |
Sector Allocation
Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
---|---|---|
Others | 1.82 | 8.14 |
Energy | 6.21 | 12.8 |
Technology | 12.87 | 1.67 |
Consumer Cyclical | 10.73 | 2.6 |
Healthcare | 9.79 | 6.87 |
Industrials | 11.04 | 11.64 |
Financial Services | 30.22 | 31.38 |
Consumer Defensive | 2.86 | 3.09 |
Basic Materials | 4.74 | 4.51 |
Utilities | 3.86 | 15.41 |
Real Estate | 2.58 | - |
Communication Services | 3.28 | 1.89 |
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