Axis Quant Fund - Regular Plan - Growth

Equity: Thematic-Quantitative Open Ended Scheme
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NAV
₹ 15.51 ₹ -0.06 (-0.39 %)
as on 19-06-2025
Asset Size (AUM)
972.1 Cr
Launch Date
Jun 30, 2021
Invest in this scheme
Investment Objective
To generate long-term capital appreciation by investing primarily in equity and equity related instruments selected based on a quantitative model. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jun 30, 2021
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11.46

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.64 %
Expense Ratio
2.22%
Volatility
13.17 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Karthik Kumar, Ms. Krishnaa N
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
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
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsOthersCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 0
FD₹ 10600
Gold₹ 10800
Nifty₹ 10405
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 19-06-2025
Created with Highcharts 4.1.4ReturnsAxis Quant Fund - Regular Plan - GrowthNIFTY 200 TRIEquity: Thematic-QuantitativeYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis Quant Fund - Regular Plan - GrowthNIFTY 200 TRIEquity: Thematic-Quantitative2016201720182019202020212022202320242025

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000119,215-785-1.42
Benchmark---
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Quant Fund - Regular Plan - Growth 30-06-2021 -4.5 13.24 18.28 0.0 0.0
ICICI Prudential Quant Fund Growth 05-12-2020 6.91 20.6 20.93 0.0 0.0
Nippon India Quant Fund -Growth Plan - Growth Option 02-02-2005 4.56 22.75 25.51 23.92 13.46
360 ONE QUANT FUND REGULAR GROWTH 29-11-2021 2.85 28.32 30.6 0.0 0.0
DSP Quant Fund - Regular Plan - Growth 10-06-2019 2.76 12.08 15.3 16.61 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings