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: 2.32% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 756.44 Cr As on 31-03-2026(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 |
15.62
0.16 (1.0243%)
9.55%
Benchmark: 13.98%
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 | 15.98 |
| Sharpe Ratio | 0.21 |
| Alpha | -3.3 |
| Beta | 1.07 |
| 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 | 5.97 | 1.24 | 12.83 | - | - |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | 11.24 | - | - | - | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 9.82 | 0.77 | 19.26 | - | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 9.8 | - | - | - | - |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | 8.63 | - | - | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 8.21 | 8.38 | 19.86 | 16.9 | 14.77 |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | 6.33 | 5.71 | 11.04 | 8.79 | - |
| UTI Quant Fund - Regular Plan - Growth Option | 21-01-2025 | 5.62 | - | - | - | - |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | 5.48 | 8.8 | 16.62 | 14.45 | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | 4.13 | 3.64 | - | - | - |
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
1.12%
Others
2.93%
Large Cap
63.63%
Mid Cap
32.32%
