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% 1 If redeemed / switched out after 3 months from the date of allotment: Nil |
15.61
-0.09 (-0.5766%)
8.76%
Benchmark: 13.68%
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 | 0.84 | -5.06 | 6.92 | 7.47 | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 11.45 | -0.45 | 12.97 | 17.72 | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 5.99 | -0.39 | - | - | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | 0.82 | -1.98 | 12.8 | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 0.34 | 0.78 | 12.57 | 12.52 | 13.01 |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | -1.11 | -6.25 | - | - | - |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | -1.15 | - | - | - | - |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | -1.87 | -0.88 | 10.3 | 10.01 | - |
| 360 One Quant Fund Regular Growth | 29-11-2021 | -3.55 | -3.32 | 12.93 | - | - |
| UTI Quant Fund - Regular Plan - Growth Option | 21-01-2025 | -3.89 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
11.25%
Large Cap
82.39%
Mid Cap
6.36%
