Axis Quant Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Thematic-Quantitative |
| Launch Date: 30-06-2021 |
| Asset Class: |
| Benchmark: BSE 200 TRI |
| TER: 2.51% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 837.01 Cr As on 30-04-2026(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 |
15.48
-0.04 (-0.2584%)
9.09%
Benchmark: 13.78%
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 | 16.56 |
| Sharpe Ratio | 0.39 |
| Alpha | -3.91 |
| Beta | 1.04 |
| 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 | 0.45 | -1.73 | 9.73 | - | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 11.16 | 0.26 | 19.37 | 18.67 | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 7.32 | - | - | - | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | 2.64 | -1.42 | - | - | - |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | 0.98 | - | - | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 0.89 | 2.5 | 15.7 | 14.17 | 13.88 |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | 0.33 | 2.95 | 7.98 | 7.03 | - |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | -1.39 | 3.5 | 13.1 | 11.23 | - |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | -2.14 | - | - | - | - |
| UTI Quant Fund - Regular Plan - Growth Option | 21-01-2025 | -3.67 | - | - | - | - |
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
15.51%
Large Cap
81.26%
Mid Cap
3.23%
