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: 4.14% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 764.1 Cr As on 30-09-2026(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 |
13.74
0.05 (0.3639%)
6.0%
Benchmark: 13.5%
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 | -13.26 | -11.34 | 2.71 | 3.6 | - |
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
12.56%
Large Cap
80.45%
Mid Cap
6.99%
