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: 948.17 As on (31-07-2025)
Expense Ratio: 2.23% As on (31-07-2025)
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 26-08-2025
15.39
-0.18
CAGR Since Inception
10.71%
BSE 200 TRI 14.37%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Quant Fund - Regular Plan - Growth | -11.19 | 12.35 | - | - | 10.71 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Quantitative | -6.92 | 17.15 | 17.81 | 14.18 | 9.17 |
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 | -11.19 | 11.69 | 12.35 | 0.0 | 0.0 |
| ICICI Pru Quant Fund Gr | 05-12-2020 | -0.57 | 18.38 | 17.04 | 0.0 | 0.0 |
| Nippon India Quant Fund Gr Gr | 02-02-2005 | -1.63 | 21.07 | 19.83 | 21.83 | 14.18 |
| DSP Quant Fund Reg Gr | 10-06-2019 | -2.71 | 11.75 | 10.24 | 13.79 | 0.0 |
| 360 One Quant Fund Reg Gr | 29-11-2021 | -5.05 | 24.7 | 22.81 | 0.0 | 0.0 |
| Kotak Quant Fund Reg Gr | 02-08-2023 | -7.27 | 20.88 | 0.0 | 0.0 | 0.0 |
| ABSL Quant Fund Reg Gr | 28-06-2024 | -8.75 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 05-06-2024 | -12.48 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quant Quantamental Fund Reg Gr | 20-04-2021 | -12.67 | 17.62 | 20.61 | 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 | 0.66 | -1.31 | 0.98 | - | - |
| Equity: Thematic-Quantitative | - | - | - | - | - | - |