Axis Quant Fund - Regular Plan - IDCW
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 16-01-2026
16.02
0.07
CAGR Since Inception
10.72%
BSE 200 TRI 14.32%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - IDCW | 3.69 | 14.1 | - | - | 10.72 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | 7.99 | 17.7 | 15.1 | 15.48 | 10.78 |
Funds Manager
Mr. Karthik Kumar, Ms. Krishnaa N
RETURNS CALCULATORS for Axis Quant Fund - Regular Plan - IDCW
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 - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Quant Fund - Regular Plan - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Quant Fund Reg IDCW | 30-06-2021 | 3.69 | 4.92 | 14.1 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | 12.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | 11.15 | 11.94 | 20.39 | 18.5 | 15.48 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | 10.08 | 12.78 | 23.91 | 0.0 | 0.0 |
| DSP Quant Fund Reg Gr | 10-06-2019 | 9.66 | 8.39 | 12.35 | 9.97 | 0.0 |
| ICICI Pru Quant Fund Gr | 05-12-2020 | 9.09 | 12.07 | 17.27 | 16.84 | 0.0 |
| SBI Quant Fund Reg Gr | 10-12-2024 | 8.97 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | 8.41 | 9.13 | 0.0 | 0.0 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | 6.73 | 7.46 | 18.21 | 0.0 | 0.0 |
| Axis Quant Fund Reg Gr | 30-06-2021 | 3.69 | 4.92 | 14.1 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Quant Fund - Regular Plan - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - IDCW | - | - | ||||
| Equity: Thematic-Quantitative | - | - | - | - | - | - |