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Quant Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Axis Small Cap Fund Regular Growth

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tortoise-icon Quant Small Cap 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 Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth
Fund Axis Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹26769 Cr ₹25183 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Nov 2013 30 Oct 1996
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 5% %
Expense Ratio 1.61 1.6
Manager Shreyash Devalkar Sanjeev Sharma
ISIN Code INF846K01K01 INF966L01AA0
Exits Load Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Axis Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth
1 Month -0.7% -1.62%
6 Month 0.23% 1.12%
1 Year -0.75% -1.93%
3 Year 19.6% 23.73%
5 Year 22.43% 29.82%

SIP Return Analysis

Scheme Name Axis Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth
6 Month -2.95% -3.67%
1 Year 3.18% 1.14%
3 Year 12.31% 11.52%
5 Year 16.04% 18.81%

Rolling Lumpsum Returns

Scheme Name Axis Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth
1 Year 16.71% 9.79%
3 Year 19.3% 10.56%
5 Year 20.5% 10.66%

Risk Management

Scheme Name Axis Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth
Standard Deviation 11.78% 18.497%
Sharp 0.84% 0.792%
Beta 0.7% 0.929%
Alpha 1.26% 1.342%

Fund Managers

Scheme Name Axis Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth
Name Shreyash Devalkar Sanjeev Sharma
Total AUM ₹166770 Cr ₹39731 Cr
Funds Managed 14 22
Axis Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

Market Cap

Scheme Name

Axis Small Cap Fund Regular Growth

Quant Small Cap Fund Regular Growth

Others 13.75 16.88
Large Cap 5.12 20.74
Small Cap 68.75 61.43
Mid Cap 12.38 0.95

Sector Allocation

Scheme Name

Axis Small Cap Fund Regular Growth

Quant Small Cap Fund Regular Growth

Others 8.14 7.68
Energy 0.94 17.04
Utilities 0.9 2.95
Financial Services 19.23 19.33
Consumer Cyclical 11.69 12.63
Communication Services 0.75 3.03
Healthcare 13.34 13.85
Industrials 15.57 6.74
Basic Materials 10.48 7.4
Real Estate 4.35 2.48
Technology 9.11 2.78
Consumer Defensive 5.47 4.08

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