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: 2.24% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 927.07 Cr As on 28-11-2025(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 |
16.35
0.05 (0.3058%)
11.32%
Benchmark: 14.43%
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 | 13.85 |
| Sharpe Ratio | 0.53 |
| Alpha | -2.34 |
| Beta | 1.02 |
| 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 | 0.86 | 7.18 | 14.5 | - | - |
| 360 ONE QUANT FUND REGULAR GROWTH | 29-11-2021 | 8.2 | 14.79 | 24.15 | - | - |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | 8.06 | 9.23 | 12.61 | 10.79 | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 7.88 | 13.69 | 20.53 | 19.71 | 14.85 |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | 7.61 | 12.85 | 17.09 | 18.39 | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 6.86 | 10.34 | 18.83 | - | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 6.26 | - | - | - | - |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | 4.47 | - | - | - | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | 3.88 | 11.02 | - | - | - |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | -4.89 | - | - | - | - |
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
1.02%
Others
3.12%
Large Cap
65.97%
Mid Cap
29.9%
Scheme Documents
There are no scheme documents available
