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Quant Value Fund Regular vs Axis Value Fund compare
Axis Value Fund - Regular Plan - Growth
Quant Value Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Fund | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1192 Cr | ₹1776 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2021 | 30 Nov 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Value 50 TRI | NIFTY 500 TRI |
| Turn Over | 15% | % |
| Expense Ratio | 2.33 | 1.99 |
| Manager | Vinayak Jayanath | Sanjeev Sharma |
| ISIN Code | INF846K013C4 | INF966L01AQ6 |
| Exits Load | Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.05% | -0.19% |
| 6 Month | 6.04% | 3.01% |
| 1 Year | 5.17% | 0.23% |
| 3 Year | 24.71% | 22.39% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.52% | -0.87% |
| 1 Year | 12.15% | 6.01% |
| 3 Year | 18.04% | 13.57% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 22.08% | 22.9% |
| 3 Year | 21.38% | 22.76% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.54% | 20.002% |
| Sharp | 1.07% | 0.772% |
| Beta | 0.99% | 1.258% |
| Alpha | 6.03% | 5.32% |
Fund Managers
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Name | Vinayak Jayanath | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 18 | 22 |
| Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
Market Cap
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 7.27 | 34.52 |
| Large Cap | 57.62 | 42.26 |
| Small Cap | 20.14 | 15.95 |
| Mid Cap | 14.96 | 7.27 |
Sector Allocation
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.04 | 16.83 |
| Energy | 6.24 | 2.74 |
| Technology | 12.17 | 1.42 |
| Consumer Cyclical | 11.78 | 1.34 |
| Industrials | 10.76 | 12.13 |
| Healthcare | 10.38 | 7.49 |
| Financial Services | 33.15 | 32.91 |
| Basic Materials | 4.04 | 1.17 |
| Real Estate | 2.55 | - |
| Communication Services | 3.66 | 1.85 |
| Consumer Defensive | 2.39 | 3.81 |
| Utilities | 1.83 | 18.31 |
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