Axis Quant Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Thematic-Quantitative |
| Launch Date: 30-06-2021 |
| Asset Class: Equity |
| Benchmark: BSE 200 TRI |
| TER: 4.19% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 833.29 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 2.98% | Exit Load: If redeemed / switched-out within 3 months from the date of allotment - For 10% of investment: Nil, For remaining investment: 1%, If redeemed / switched out after 3 months from the date of allotment: Nil |
15.62
0.12 (0.7682%)
8.74%
Benchmark: 13.66%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate long-term capital appreciation by investing primarily in equity and equity related instruments selected based on a quantitative model. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.29 |
| Sharpe Ratio | 0.3 |
| Alpha | -3.16 |
| Beta | 1.03 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - Growth | 30-06-2021 | -0.26 | -5.39 | 6.99 | 7.32 | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 9.19 | -0.78 | 14.28 | 17.68 | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 4.36 | -1.36 | - | - | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | -0.7 | -3.12 | 13.12 | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | -1.93 | -0.53 | 12.49 | 12.32 | 13.06 |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | -2.11 | -0.81 | 10.46 | 9.8 | - |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | -3.25 | -6.45 | - | - | - |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | -3.32 | - | - | - | - |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | -5.03 | -4.33 | 5.53 | 3.68 | - |
| 360 One Quant Fund Regular Growth | 29-11-2021 | -5.81 | -3.94 | 13.04 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
11.25%
Large Cap
82.39%
Mid Cap
6.36%
