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) | ₹27066 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 | -3.58% | -3.01% |
| 6 Month | -0.65% | -0.08% |
| 1 Year | -3.65% | -7.89% |
| 3 Year | 16.89% | 20.33% |
| 5 Year | 22.38% | 30.01% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.59% | -1.31% |
| 1 Year | 6.03% | 5.35% |
| 3 Year | 12.95% | 12.4% |
| 5 Year | 16.23% | 19.24% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.83% | 9.81% |
| 3 Year | 19.37% | 10.55% |
| 5 Year | 20.47% | 10.65% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.32% | 18.497% |
| Sharp | 0.78% | 0.792% |
| Beta | 0.70% | 0.929% |
| Alpha | 1.03% | 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 | 9.46 | 17.59 |
| Large Cap | 5.1 | 20.16 |
| Small Cap | 67.19 | 61.77 |
| Mid Cap | 18.26 | 0.48 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.46 | 10.33 |
| Petroleum Products | 0.44 | - |
| Gas | 0.55 | - |
| Capital Markets | 5.63 | - |
| Auto Components | 5.88 | - |
| IT - Services | 1.73 | - |
| Pharmaceuticals & Biotechnology | 6.39 | - |
| Electrical Equipment | 2.85 | - |
| Retailing | 1.15 | - |
| Banks | 5.2 | - |
| Non - Ferrous Metals | 0.45 | - |
| Healthcare Services | 5.78 | - |
| Chemicals & Petrochemicals | 8.03 | - |
| Paper, Forest & Jute Products | 0.16 | - |
| IT - Software | 2.55 | - |
| Industrial Manufacturing | 3.45 | - |
| Aerospace & Defense | 1.31 | - |
| Consumer Durables | 4.88 | - |
| Diversified Metals | 0.35 | - |
| Industrial Products | 5.77 | - |
| Transport Services | 0.43 | - |
| Textiles & Apparels | 0.82 | - |
| Agricultural Food & other Products | 3.12 | - |
| Finance | 7.38 | - |
| Construction | 2.75 | - |
| Realty | 4.47 | - |
| Agricultural, Commercial & Construction Vehicles | 0.02 | - |
| Household Products | 1.18 | - |
| Financial Technology (Fintech) | 1.5 | - |
| Leisure Services | 1.76 | - |
| Power | 0.32 | - |
| Food Products | 1 | - |
| Cement & Cement Products | 1.75 | - |
| Commercial Services & Supplies | 0.46 | - |
| Cigarettes & Tobacco Products | 0.02 | - |
| Beverages | 0.64 | - |
| Insurance | 0.38 | - |
| Energy | - | 16.52 |
| Consumer Defensive | - | 4.24 |
| Healthcare | - | 13.88 |
| Basic Materials | - | 7.7 |
| Consumer Cyclical | - | 12.17 |
| Financial Services | - | 17.45 |
| Real Estate | - | 2.48 |
| Industrials | - | 6.83 |
| Technology | - | 2.42 |
| Communication Services | - | 2.86 |
| Utilities | - | 3.13 |
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