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 31-01-2026
15.74
0.0
CAGR Since Inception
10.19%
BSE 200 TRI 14.21%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - Growth | 4.86 | 13.72 | - | - | 10.19 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | 8.34 | 17.73 | 16.21 | 15.16 | 10.11 |
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 | 4.86 | 3.61 | 13.72 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | 13.86 | 0.0 | 0.0 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | 11.6 | 11.53 | 20.6 | 19.69 | 15.16 |
| SBI Quant Fund Reg Gr | 10-12-2024 | 11.42 | 0.0 | 0.0 | 0.0 | 0.0 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | 10.2 | 11.01 | 24.27 | 0.0 | 0.0 |
| DSP Quant Fund Reg Gr | 10-06-2019 | 9.51 | 9.11 | 12.45 | 10.65 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | 8.73 | 7.27 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Quant Fund Gr | 05-12-2020 | 7.95 | 11.37 | 17.13 | 18.3 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | 5.22 | 4.15 | 18.22 | 0.0 | 0.0 |
| UTI Quant Fund Reg Gr | 21-01-2025 | 4.88 | 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 | 0.65 | -1.82 | 1.02 | - | - |
| Equity: Thematic-Quantitative | - | - | - | - | - | - |