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) | ₹1875 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 | 2.39% | 2.95% |
| 6 Month | 10.2% | 9.59% |
| 1 Year | 16.13% | 16.7% |
| 3 Year | 14.85% | 20.68% |
| 5 Year | 11.31% | 24.81% |
SIP Return Analysis
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 5.62% | 6.42% |
| 1 Year | 22.55% | 25.52% |
| 3 Year | 15.92% | 20.6% |
| 5 Year | 12.71% | 20.62% |
Rolling Lumpsum Returns
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 9.34% | 7.46% |
| 3 Year | 9.09% | 7.56% |
| 5 Year | 9.25% | 8.19% |
Risk Management
| Scheme Name | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | 8.00% | 12.7% |
| Sharp | 0.93% | 1.27% |
| Beta | 0.94% | 1.15% |
| Alpha | 0.86% | 5.36% |
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 | 36.33 | 64.5 |
| Large Cap | 40.43 | 26.31 |
| Mid Cap | 13.51 | 5.19 |
| Small Cap | 9.73 | 3.99 |
Sector Allocation
| Scheme Name |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 27.73 | 60.39 |
| Energy | 1.35 | - |
| Technology | 6.06 | - |
| Consumer Cyclical | 15.3 | - |
| Industrials | 10.49 | - |
| Financial Services | 17.27 | - |
| Healthcare | 6.77 | - |
| Consumer Defensive | 3.98 | - |
| Basic Materials | 5.8 | - |
| Real Estate | 1.81 | - |
| Utilities | 0.08 | - |
| Communication Services | 3.34 | - |
| Banks | - | 10.18 |
| Electrical Equipment | - | 5.19 |
| Construction | - | 3.4 |
| Diversified FMCG | - | 2.76 |
| Realty | - | 2.1 |
| Power | - | 2.37 |
| IT - Software | - | 2.86 |
| Capital Markets | - | 0.8 |
| IT - Services | - | 1.81 |
| Finance | - | 3.68 |
| Leisure Services | - | 1.38 |
| Insurance | - | 3.07 |
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