Axis Quant Fund - Regular Plan - IDCW
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 |
14.84
-0.11 (-0.7412%)
7.75%
Benchmark: 13.84%
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 | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| 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 - IDCW | 30-06-2021 | -2.18 | -7.78 | 6.31 | 6.64 | - |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 14.56 | -0.44 | 15.54 | 18.46 | - |
| Aditya Birla Sun Life Quant Fund - Regular Growth | 28-06-2024 | 13.31 | 0.38 | - | - | - |
| Kotak Quant Fund - Regular Plan - Growth Option | 02-08-2023 | 7.41 | -1.26 | 15.66 | - | - |
| SBI Quant Fund- Regular Plan- Growth | 10-12-2024 | 7.38 | - | - | - | - |
| Motilal Oswal Quant Fund - Regular - Growth | 05-06-2024 | 6.98 | -4.13 | - | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 6.74 | 1.05 | 15.56 | 13.58 | 13.58 |
| Axis Quant Fund - Regular Plan - Growth | 30-06-2021 | 6.06 | -3.98 | 9.21 | 8.38 | - |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | 3.22 | 0.37 | 12.63 | 10.74 | - |
| UTI Quant Fund - Regular Plan - Growth Option | 21-01-2025 | 2.77 | - | - | - | - |
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%
