- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹785 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 | 1.88% | 3.17% |
| 6 Month | -4.57% | -10.18% |
| 1 Year | 10.44% | -9.15% |
| 3 Year | 21.1% | 19.5% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.62% | -1.7% |
| 1 Year | -4.86% | -16.47% |
| 3 Year | 21.29% | 19.18% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 28.41% | 30.49% |
| 3 Year | 20.86% | 24.4% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Axis Value Fund - Regular Plan - Growth | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.624% | 20.002% |
| Sharp | 0.892% | 0.772% |
| Beta | 1.009% | 1.258% |
| Alpha | 4.878% | 5.32% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 12.87 | 13.11 |
| Large Cap | 54.32 | 51.08 |
| Mid Cap | 10 | 6.9 |
| Small Cap | 22.81 | 28.92 |
Sector Allocation
| Scheme Name |
Axis Value Fund - Regular Plan - Growth |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 12.38 | 13.11 |
| Energy | 4.08 | 10.14 |
| Technology | 11.68 | 1.74 |
| Healthcare | 11.75 | 4.06 |
| Industrials | 9.27 | 7.68 |
| Financial Services | 22.13 | 26.31 |
| Consumer Defensive | 2.83 | 12.07 |
| Basic Materials | 3.51 | 9.82 |
| Consumer Cyclical | 11.04 | 4.87 |
| Real Estate | 4.66 | - |
| Utilities | 3.32 | 8.17 |
| Communication Services | 3.35 | 2.03 |
Top Comparisons
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.64%
Quant Large and Mid Cap Fund-Growth
3Y Returns17.15%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.32%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns7.54%
HSBC Credit Risk Fund - Regular Growth
3Y Returns10.68%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns8.81%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%
