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  • Axis Mutual Fund
  • Axis Quant Fund (Growth)
Axis Mutual Fund

Axis Quant Fund (Growth)

EquitySectoral/ Thematic

16.2

NAV (Jun 21)

17.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.2

NAV (Jun 21)

Fund Returns

Last 1Y
33%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
17.6%
6 Month CAGR
16.7%

Scheme Information

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.

Expense Ratio
2.18
Launched (3y ago)
Jul 01, 2021
AUM in Crores
1044.958
ISIN
INF846K011A2
Lock-in
No Lock-in
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Karthik Kumar

Fund Manager

Krishnaa N

Fund Manager

Ashish Naik

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Quant Fund (Growth)70%17,57,710 10,25,09833%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

icici bank ltd

9.2%
9.2%

larsen & toubro ltd

6.3%
6.3%

power grid corp of india ltd

4.2%
4.2%

bajaj auto ltd

4.1%
4.1%

coal india ltd

4%
4%
See all holdings

Allocation by Sector

financial services

25.4%
25.4%

consumer cyclical

16.2%
16.2%

industrials

16.2%
16.2%

healthcare

10.1%
10.1%

utilities

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 22,620 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 299,756 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5%

7.9%

5.8%

7%

6%

8%

5.8%

7%

-

5.3%

Axis Quant Fund (G) Review

Axis Quant Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 17.6% over a period of 2 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Karthik Kumar, Krishnaa N.

Nav of Axis Quant Fund (G) as of 6/21/2024 is ₹16.20 with the total AUM as of 6/23/2024 is ₹1044.958. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Quant Fund (G) was launched on Jul 01, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Quant Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Quant Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 200 India TR INR.

Axis Quant Fund (G) is rated as a 0 fund in Equity and delivered 33% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Quant Fund (G).

Frequently Asked Questions

What is Axis Quant Fund (G)?

Axis Quant Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Quant Fund (G)?

You can invest in Axis Quant Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Quant Fund (G)?

The minimum sip amount for Axis Quant Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Quant Fund (G) good to invest in?

As per Scripbox experts, Axis Quant Fund (G) is a Not Reviewed Yet fund. You can investAxis Quant Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Quant Fund (G)?

The expense ratio of the Axis Quant Fund (G) is 2.18% for regular plan.