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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) | ₹1021 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 | 3.96% | 1.22% |
| 6 Month | 15.68% | 13.79% |
| 1 Year | -0.26% | -11.76% |
| 3 Year | 22.68% | 21.03% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.75% | 0.24% |
| 1 Year | 10.67% | 0.05% |
| 3 Year | 20.44% | 15.07% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 23.21% | 24.06% |
| 3 Year | 21.29% | 24.28% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.88% | 20.002% |
| Sharp | 0.97% | 0.772% |
| Beta | 0.99% | 1.258% |
| Alpha | 5.68% | 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 | 6.51 | 11.24 |
| Large Cap | 58.7 | 54.45 |
| Small Cap | 18.27 | 27.3 |
| Mid Cap | 16.53 | 7 |
Sector Allocation
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.71 | 8.02 |
| Energy | 5.71 | 2.8 |
| Technology | 11.96 | 1.48 |
| Consumer Cyclical | 12.04 | 2.49 |
| Healthcare | 11.62 | 7.44 |
| Industrials | 10.79 | 12.14 |
| Financial Services | 29.01 | 39.62 |
| Consumer Defensive | 3.04 | 3.79 |
| Basic Materials | 4.67 | 4.36 |
| Utilities | 3.73 | 15.98 |
| Real Estate | 2.73 | - |
| Communication Services | 3 | 1.88 |
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