Axis Quant Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹756.25 Cr
Expense Ratio
2.32%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
1 Jul 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.59% | -- |
| 3 Months | -4.08% | -- |
| 6 Months | -4.62% | -- |
| 1 Year | -1.48% | -1.48% |
| 2 Years | -- | -0.9% |
| 3 Years | +33.13% | +10.01% |
| 5 Years | -- | 0% |
| Since Launch | +52.7% | +9.08% |
Holdings as on 18 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Net Receivables / (Payables) | 132.41 | 17.51 |
| State Bank of India | 29.40 | 3.89 |
| Eicher Motors | 29.13 | 3.85 |
| TVS Motor Company | 28.62 | 3.78 |
| AXIS Bank Ltd | 24.49 | 3.24 |
| Bank of Baroda | 23.78 | 3.14 |
| Mahindra & Mahindra Ltd | 19.98 | 2.64 |
| HDFC Bank | 19.77 | 2.61 |
| HCL Technologies | 19.25 | 2.55 |
| Tech Mahindra | 18.24 | 2.41 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.33
Sharpe Ratio
16.55%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| DSP Quant Fund Regular Growth | -0.62% | +8.83% | +8.36% |
| ICICI Prudential Nifty Alpha Low-Volatility 30 ETF FOF Regular Growth | -3.61% | +12.64% | -- |
| Axis Quant Fund Regular Growth | -1.48% | +10.01% | -- |
| Baroda BNP Paribas Manufacturing Fund Regular Growth | +15.38% | -- | -- |
| Baroda BNP Paribas Innovation Fund Regular Growth | +8.94% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Axis Quant Fund Regular Growth has an AUM of 756.25 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.32%. The minimum investment in Axis Quant Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Net Receivables / (Payables), State Bank of India, Eicher Motors, TVS Motor Company.
The major sectors where the fund is invested are Regional Banks, Recreational Products, Consumer Financial Services, Software & Programming.
Some of the similar funds are DSP Quant Fund Regular Growth, ICICI Prudential Nifty Alpha Low-Volatility 30 ETF FOF Regular Growth, Axis Quant Fund Regular Growth, Baroda BNP Paribas Manufacturing Fund Regular Growth, Baroda BNP Paribas Innovation Fund Regular Growth. Axis Quant Fund Regular Growth has a sharpe ratio of 0.33 & a standard deviation of 16.55%.
FAQs
According to the morning star rating Axis Quant Fund Regular Growth has a Medium risk & High return.
Axis Quant Fund Regular Growth is managed by Nandik Mallik,Karthik Kumar,Krishnaa N.
The expense ratio of Axis Quant Fund Regular Growth is 2.32%.
The 5 year annualized return on Axis Quant Fund Regular Growth is 0.00% & it has generated -1.48% in the last 1 year.
The minimum investment in Axis Quant Fund Regular Growth is 100 Rs.
Axis Quant Fund Regular Growth has an AUM of 756.25 crores.
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