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) | ₹23139 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 | 6.15% | 4.18% |
6 Month | -3.34% | -6.44% |
1 Year | 8.15% | -3.76% |
3 Year | 23.97% | 29.61% |
5 Year | 31.16% | 46.14% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 10.15% | 8.95% |
1 Year | 9.99% | 0.69% |
3 Year | 20.29% | 21.41% |
5 Year | 22.31% | 27.53% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.22% | 10.37% |
3 Year | 19.38% | 10.4% |
5 Year | 19.81% | 10.21% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.78% | 18.497% |
Sharp | 1.04% | 0.792% |
Beta | 0.69% | 0.929% |
Alpha | 1.72% | 1.342% |
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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 | 13.25 | 10.03 |
Small Cap | 66.54 | 63.33 |
Mid Cap | 16.2 | 3.42 |
Large Cap | 3.96 | 23.22 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 13.25 | 9.23 |
Gas | 0.53 | - |
Capital Markets | 5.79 | - |
Auto Components | 5.57 | - |
IT - Services | 1.43 | - |
Pharmaceuticals & Biotechnology | 4.24 | - |
Retailing | 0.62 | - |
Banks | 4.44 | - |
Non - Ferrous Metals | 0.38 | - |
Healthcare Services | 7.08 | - |
Chemicals & Petrochemicals | 7.42 | - |
Paper, Forest & Jute Products | 0.19 | - |
IT - Software | 3.11 | - |
Construction | 2.55 | - |
Electrical Equipment | 1.56 | - |
Aerospace & Defense | 1.6 | - |
Transport Services | 0.19 | - |
Textiles & Apparels | 0.67 | - |
Agricultural Food & other Products | 2.75 | - |
Industrial Products | 5.84 | - |
Consumer Durables | 6.02 | - |
Finance | 7.7 | - |
Realty | 4.66 | - |
Agricultural, Commercial & Construction Vehicles | 0.14 | - |
Household Products | 1.31 | - |
Financial Technology (Fintech) | 1.67 | - |
Leisure Services | 1.68 | - |
Food Products | 1.29 | - |
Cement & Cement Products | 1.84 | - |
Industrial Manufacturing | 2.59 | - |
Commercial Services & Supplies | 0.54 | - |
Cigarettes & Tobacco Products | 0.24 | - |
Beverages | 0.58 | - |
Insurance | 0.48 | - |
Energy | - | 18.22 |
Consumer Defensive | - | 5.01 |
Healthcare | - | 13.56 |
Basic Materials | - | 8.59 |
Financial Services | - | 15.78 |
Consumer Cyclical | - | 14.28 |
Real Estate | - | 1.72 |
Industrials | - | 4.46 |
Technology | - | 2.85 |
Communication Services | - | 3.92 |
Utilities | - | 2.37 |
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