Quant Small Cap Fund vs Axis Small Cap Fund compare
Axis Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
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) | ₹25569 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 | 2.98% | 3.75% |
6 Month | 19.02% | 17.39% |
1 Year | -1.05% | -8.62% |
3 Year | 18.84% | 23.94% |
5 Year | 25.74% | 33.78% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 3.9% | 2.89% |
1 Year | 10.93% | 5.97% |
3 Year | 17.65% | 17.33% |
5 Year | 19.68% | 23.26% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.75% | 10.28% |
3 Year | 19.97% | 10.43% |
5 Year | 20% | 10.27% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.78% | 18.497% |
Sharp | 0.87% | 0.792% |
Beta | 0.69% | 0.929% |
Alpha | 0.94% | 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 | 14.09 | 8.54 |
Small Cap | 68.76 | 67.91 |
Mid Cap | 13.42 | 0.8 |
Large Cap | 3.74 | 22.76 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 10.43 | 3.95 |
Utilities | 0.6 | 3.05 |
Financial Services | 17.62 | 19.4 |
Consumer Cyclical | 10.06 | 13.37 |
Communication Services | 0.91 | 3.05 |
Technology | 6.39 | 2.66 |
Healthcare | 14.1 | 14.44 |
Basic Materials | 12.07 | 9.18 |
Industrials | 18.08 | 6.88 |
Consumer Defensive | 5.49 | 4.9 |
Real Estate | 4.26 | 2.92 |
Energy | - | 16.22 |
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