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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) | ₹1021 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 | 3.15% | -0.81% |
| 6 Month | 14.49% | 10.97% |
| 1 Year | -1.11% | -13.23% |
| 3 Year | 21.28% | 19.7% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.75% | 0.24% |
| 1 Year | 10.67% | 0.05% |
| 3 Year | 20.44% | 15.07% |
| 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 | 13.88% | 20.002% |
| Sharp | 0.97% | 0.772% |
| Beta | 0.99% | 1.258% |
| Alpha | 5.68% | 5.32% |
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 | 5.7 | 11.99 |
| Large Cap | 58.19 | 53.63 |
| Small Cap | 19.26 | 27.71 |
| Mid Cap | 16.84 | 6.67 |
Sector Allocation
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.91 | 8.57 |
| Energy | 5.88 | 2.88 |
| Technology | 12.44 | 1.52 |
| Consumer Cyclical | 10.62 | 2.5 |
| Healthcare | 11.42 | 7.45 |
| Industrials | 10.62 | 12.16 |
| Financial Services | 30.3 | 39.55 |
| Basic Materials | 4.93 | 4.33 |
| Consumer Defensive | 2.67 | 3.42 |
| Utilities | 3.88 | 15.77 |
| Real Estate | 2.46 | - |
| Communication Services | 2.88 | 1.85 |
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