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: 2.21% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 999.07 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 147% | 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 |
15.55
-0.04 (-0.2572%)
11.15%
Benchmark: 14.4%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 200 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 14.37 |
| Sharpe Ratio | 0.91 |
| Alpha | -1.47 |
| Beta | 0.98 |
| 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 | -5.41 | 11.72 | 13.61 | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 3.89 | 20.92 | 20.68 | 22.62 | 13.29 |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | 3.07 | 17.66 | 16.94 | - | - |
| 360 ONE QUANT FUND REGULAR GROWTH | 29-11-2021 | 0.87 | 25.77 | 23.83 | - | - |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | 0.06 | 10.16 | 9.9 | 14.5 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.34%
Others
2.66%
Large Cap
67.87%
Mid Cap
28.13%
