Compare Mutual Funds

Insights from Fund Comparison

• Both Quant Small Cap Fund - Direct (G) and AXIS Small Cap Fund (G) are Small Cap Fund, Equity schemes. Quant Small Cap Fund - Direct (G) is 13 yrs 5 m old and manages ₹30,373.69 Crs, whereas AXIS Small Cap Fund (G) is 12 yrs 7 m old with ₹27,363.97 Crs.
• Both funds are fairly comparable in terms of age and size.
• Quant Small Cap Fund - Direct (G) has its top 3 sectors in Pharmaceuticals (10.91%), Finance (10.10%), and Banks (8.59%), while AXIS Small Cap Fund (G) focuses on Chemicals (7.55%), Pharmaceuticals (6.49%), and Finance (6.47%).
• The funds share exposure to Pharmaceuticals and Finance, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Quant Small Cap Fund - Direct (G) holds Reliance Industries Limited (8.36%), TREPS 01-Jun-2026 DEPO 10 (5.34%), HFCL Limited (5.10%), RBL Bank Limited (4.66%), and Adani Power Limited (4.59%), whereas AXIS Small Cap Fund (G) holds Clearing Corporation of India Ltd (10.52%), Krishna Institute Of Medical Sciences Limited (2.76%), CCL Products (India) Limited (2.55%), JB Chemicals & Pharmaceuticals Limited (2.32%), and Multi Commodity Exchange of India Limited (1.89%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Quant Small Cap Fund - Direct (G) has 93.24% equity and 1.31% debt, while AXIS Small Cap Fund (G) has 88.41% equity and 1.07% debt.
• Quant Small Cap Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Quant Small Cap Fund - Direct (G) outperformed AXIS Small Cap Fund (G) in 6 Months, 1 Year, 3 Years, 5 Years (returns: 6.09%, 7.98%, 21.31%, 21.56% ) but underperformed in 3 Months (returns: 15.17%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.