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: 4.41% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 846.42 Cr As on 31-07-2026(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 |
16.21
-0.01 (-0.0617%)
9.63%
Benchmark: 13.86%
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 | 16.49 |
| Sharpe Ratio | 0.35 |
| Alpha | -2.95 |
| 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 | 6.79 | -3.42 | 9.45 | 9.04 | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 15.91 | 0.36 | 16.57 | 19.3 | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 12.53 | 0.48 | - | - | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | 7.18 | -1.06 | 15.52 | - | - |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | 7.01 | -3.96 | - | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 6.61 | 1.57 | 15.53 | 14.22 | 13.97 |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | 6.56 | - | - | - | - |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | 3.67 | 0.85 | 12.73 | 11.37 | - |
| UTI Quant Fund - Regular Plan - Growth Option | 21-01-2025 | 2.87 | - | - | - | - |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | 2.7 | -1.01 | 8.09 | 5.78 | - |
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
12.45%
Large Cap
74.09%
Mid Cap
13.46%
