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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) | ₹26143 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 | -2.27% | -3.3% |
| 6 Month | 15.25% | 13.18% |
| 1 Year | 2.71% | -7.65% |
| 3 Year | 20.01% | 25.65% |
| 5 Year | 27.1% | 35.52% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.96% | 2.29% |
| 1 Year | 4.8% | -2% |
| 3 Year | 16.85% | 16.6% |
| 5 Year | 19.59% | 23.41% |
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 | 1.05% | 0.792% |
| Beta | 0.69% | 0.929% |
| Alpha | 1.3% | 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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