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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) | ₹25975 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 | 0.76% | 0.56% |
| 6 Month | 10.03% | 8.49% |
| 1 Year | 1.13% | -5.37% |
| 3 Year | 18.8% | 22.86% |
| 5 Year | 25.33% | 33.02% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.12% | 1.31% |
| 1 Year | 10.71% | 9.33% |
| 3 Year | 15.59% | 15.19% |
| 5 Year | 17.89% | 21.13% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.27% | 10.2% |
| 3 Year | 19.6% | 10.46% |
| 5 Year | 20.16% | 10.35% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.20% | 18.497% |
| Sharp | 0.87% | 0.792% |
| Beta | 0.70% | 0.929% |
| Alpha | 0.71% | 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 | 14.56 | 16.55 |
| Small Cap | 68.95 | 63.1 |
| Mid Cap | 13.12 | 0.52 |
| Large Cap | 3.37 | 19.83 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.82 | 9.04 |
| Utilities | 0.58 | 2.98 |
| Financial Services | 17.03 | 17.06 |
| Consumer Cyclical | 11.15 | 12.69 |
| Communication Services | 0.91 | 2.91 |
| Technology | 8.99 | 2.46 |
| Healthcare | 13.47 | 14.71 |
| Industrials | 16.2 | 6.74 |
| Basic Materials | 11.37 | 8.01 |
| Consumer Defensive | 5.22 | 4.41 |
| Real Estate | 4.25 | 2.61 |
| Energy | - | 16.38 |
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