Axis Quant Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund
Category: Equity: Thematic-Quantitative
Status: Open Ended Schemes
Launch Date: 30-06-2021
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: BSE 200 TRI
Total Assets: 903.7 As on (31-12-2025)
Expense Ratio: 2.24% As on (31-12-2025)
Turn over: 81.00% | 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
NAV as on 06-02-2026
15.95
0.01
CAGR Since Inception
10.47%
BSE 200 TRI 14.27%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - Growth | 5.42 | 13.97 | - | - | 10.47 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | 8.22 | 18.02 | 14.44 | 15.57 | 10.36 |
Funds Manager
Mr. Karthik Kumar, Ms. Krishnaa N
RETURNS CALCULATORS for Axis Quant Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Quant Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Quant Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Quant Fund Reg Gr | 30-06-2021 | 5.42 | 3.11 | 13.97 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | 14.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | 12.49 | 11.13 | 20.62 | 17.88 | 15.57 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | 11.63 | 10.47 | 24.69 | 0.0 | 0.0 |
| SBI Quant Fund Reg Gr | 10-12-2024 | 9.75 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | 8.81 | 5.89 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Quant Fund Gr | 05-12-2020 | 8.56 | 11.08 | 17.18 | 16.11 | 0.0 |
| DSP Quant Fund Reg Gr | 10-06-2019 | 7.73 | 8.2 | 12.42 | 9.32 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | 7.31 | 2.82 | 19.21 | 0.0 | 0.0 |
| UTI Quant Fund Reg Gr | 21-01-2025 | 3.6 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Quant Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - Growth | 13.17 | 0.68 | -2.73 | 1.05 | - | - |
| Equity: Thematic-Quantitative | - | - | - | - | - | - |