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 | -1.88% | 0.23% |
6 Month | 9.4% | 10.85% |
1 Year | -1.36% | -4.98% |
3 Year | 18.71% | 24.38% |
5 Year | 25.79% | 33.85% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 0.14% | 0.98% |
1 Year | 8.73% | 8.48% |
3 Year | 15.85% | 16.39% |
5 Year | 18.49% | 22.48% |
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 | 11.78% | 18.497% |
Sharp | 0.85% | 0.792% |
Beta | 0.7% | 0.929% |
Alpha | 0.23% | 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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