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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) | ₹1073 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 | 4.85% | 4.12% |
| 6 Month | 11.67% | 9.2% |
| 1 Year | 7.31% | -0.29% |
| 3 Year | 23.29% | 21.41% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.97% | 2.64% |
| 1 Year | 14.62% | 10.3% |
| 3 Year | 20.49% | 16.75% |
| 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 | 13.56% | 20.002% |
| Sharp | 1.13% | 0.772% |
| Beta | 0.98% | 1.258% |
| Alpha | 6.07% | 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 | 6.47 | 24.77 |
| Large Cap | 58.2 | 50.9 |
| Small Cap | 18.8 | 17.17 |
| Mid Cap | 16.52 | 7.16 |
Sector Allocation
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.2 | 16.24 |
| Energy | 5.54 | 3.09 |
| Technology | 11.29 | 1.52 |
| Consumer Cyclical | 13 | 1.99 |
| Industrials | 12.13 | 12.37 |
| Healthcare | 11.76 | 7.4 |
| Financial Services | 28.71 | 33.49 |
| Consumer Defensive | 2.28 | 3.47 |
| Basic Materials | 4.73 | 1.28 |
| Utilities | 3.67 | 17.36 |
| Real Estate | 2.84 | - |
| Communication Services | 2.84 | 1.79 |
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