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) | ₹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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