- Mutual Funds
- Axis Mutual Fund
- Axis Quant Fund (Growth)
Axis Quant Fund (Growth)
₹ 13.71
NAV (Dec 07)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.71
NAV (Dec 7)
Fund Returns
Last 1Y | 22.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.8% |
6 Month CAGR | 15.1% |
Scheme Information
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 | 2.15 |
Launched (2y ago) | Jul 01, 2021 |
AUM in Crores | 924.985 |
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Quant Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
9.1%itc ltd
6.6%hdfc bank ltd
5.4%clearing corporation of india ltd
5%tata motors ltd
3.7%Allocation by Sector
financial services
27.7%consumer defensive
14.9%consumer cyclical
11.4%industrials
10.5%healthcare
9.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 7.8% | ||
5% | 7% | ||
4.5% | 7.5% | ||
5.4% | 7.9% | ||
5.6% | 7% |
Axis Quant Fund (G) Review
Axis Quant Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 13.8% over a period of 2 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Karthik Kumar, Vinayak Jayanath.
Nav of Axis Quant Fund (G) as of 12/7/2023 is ₹13.71 with the total AUM as of 12/8/2023 is ₹924.985. 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 22.8% 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)?
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 2.15% for regular plan.