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: 999.07 As on (30-06-2025)
Expense Ratio: 2.21% As on (30-06-2025)
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 25-07-2025
15.6
-0.17
CAGR Since Inception
11.33%
BSE 200 TRI 14.52%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - Growth | -6.42 | 15.24 | - | - | 11.33 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | -3.14 | 19.79 | 18.73 | 13.46 | 9.85 |
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 | -6.42 | 11.74 | 15.24 | 0.0 | 0.0 |
| ICICI Pru Quant Fund Gr | 05-12-2020 | 3.65 | 18.68 | 18.46 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | 1.98 | 20.91 | 22.58 | 22.76 | 13.46 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | 0.18 | 26.31 | 26.79 | 0.0 | 0.0 |
| DSP Quant Fund Reg Gr | 10-06-2019 | 0.17 | 10.39 | 11.72 | 14.7 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | -5.41 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 05-06-2024 | -5.66 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | -5.78 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | -10.99 | 18.62 | 23.93 | 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 | 0.91 | -1.47 | 0.98 | - | - |
| Equity: Thematic-Quantitative | - | - | - | - | - | - |