Quant Multi Asset Fund vs Axis Multi Asset Allocation Fund compare
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Fund | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹1705 Cr | ₹3162 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Aug 2010 | 18 Apr 2001 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
| Turn Over | 64.15% | % |
| Expense Ratio | 2.1 | 1.88 |
| Manager | R Sivakumar | Sanjeev Sharma |
| ISIN Code | INF846K01768 | INF966L01200 |
| Exits Load | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Multi Asset Fund - 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 Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Month | 0.99% | 1.39% |
| 6 Month | 8.61% | 8.49% |
| 1 Year | 10.08% | 10.31% |
| 3 Year | 13.28% | 19.83% |
| 5 Year | 11.9% | 24.89% |
SIP Return Analysis
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 5.8% | 6.06% |
| 1 Year | 22.18% | 24.39% |
| 3 Year | 15.72% | 20.34% |
| 5 Year | 12.5% | 20.79% |
Rolling Lumpsum Returns
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 9.28% | 7.46% |
| 3 Year | 9.06% | 7.54% |
| 5 Year | 9.21% | 8.17% |
Risk Management
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | 9.95% | 13.259% |
| Sharp | 0.86% | 0.856% |
| Beta | 0.96% | - |
| Alpha | 0.24% | - |
Fund Managers
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Name | R Sivakumar | Sanjeev Sharma |
| Total AUM | ₹9709 Cr | ₹39731 Cr |
| Funds Managed | 10 | 22 |
| Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
Market Cap
| Scheme Name |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 34.09 | 63.74 |
| Large Cap | 44.49 | 28.82 |
| Mid Cap | 13.11 | 6 |
| Small Cap | 8.31 | 1.44 |
Sector Allocation
| Scheme Name |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 28.39 | 58.88 |
| Energy | 1.27 | - |
| Technology | 5.72 | 6 |
| Consumer Cyclical | 16.49 | 1.44 |
| Industrials | 9.92 | 0.95 |
| Financial Services | 16.32 | 23.41 |
| Healthcare | 6.2 | - |
| Consumer Defensive | 3.91 | 4.57 |
| Basic Materials | 5.75 | - |
| Real Estate | 1.97 | 2.21 |
| Utilities | 0.68 | 2.54 |
| Communication Services | 3.37 | - |
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