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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) | ₹1151 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 | -1.36% | -2.16% |
| 6 Month | 2.6% | -1.02% |
| 1 Year | 0.48% | -6.01% |
| 3 Year | 21.64% | 18.21% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.8% | 2.01% |
| 1 Year | 16.34% | 10.66% |
| 3 Year | 18.91% | 14.06% |
| 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 | 7.45 | 23.8 |
| Large Cap | 57.45 | 51.87 |
| Small Cap | 19.28 | 17.18 |
| Mid Cap | 15.82 | 7.16 |
Sector Allocation
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.2 | 14.39 |
| Energy | 6.2 | 2.97 |
| Technology | 11.35 | 1.49 |
| Consumer Cyclical | 11.15 | 1.37 |
| Industrials | 12.48 | 12.81 |
| Healthcare | 10.8 | 7.51 |
| Financial Services | 31.05 | 33.01 |
| Basic Materials | 4.28 | 1.29 |
| Real Estate | 3.25 | - |
| Consumer Defensive | 2.24 | 3.95 |
| Utilities | 2.81 | 19.34 |
| Communication Services | 3.19 | 1.87 |
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