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Axis Quant Fund Direct Growth

Growth
16.711.09% (+0.18)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Equity

Thematic Fund

Mid-size Fund

Assets Under Mgmt: ₹ 968 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Equity

Thematic Fund

Mid-size Fund

Assets Under Mgmt: ₹ 968 Cr

Very High Risk

Principle investment will be at very high risk

Axis Quant Fund Performance & Key Metrics

Axis Quant Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7138.08-0.43
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4545.21-0.07

Axis Quant Fund Scheme InfoAxis Quant Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investment and 1% for remaining investments on or before 3M Nil after 3M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
BSE 200 - TRI

About Thematic Fund

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Axis Quant Fund Peers

Axis Quant Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Quant Fund-1.82%21.22%13.80%
ICICI Pru India Opp Fund12.43%31.39%23.41%
HDFC Manufacturing Fund-1.00%4.15%
SBI Innovative Opportunities Fund

Axis Quant Fund Returns Comparison

Compare Axis Quant Fund with any MF, ETF, stock or index
Compare Axis Quant Fund with any MF, ETF, stock or index
Axis Quant Fund
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Axis Quant Fund Portfolio

Axis Quant Fund Asset Allocation

Axis Quant Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
REITs & InvITCash & EquivalentsEquity0.58%1.76%97.66%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Axis Quant Fund Sector Distribution

Axis Quant Fund Sector Distribution

+17 moreFertilizers & Agro ChemicalsTelecom ServicesPharmaceuticalsIT Services & ConsultingPrivate Banks38.46 %6.41 %6.76 %10.98 %12.04 %25.35 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Axis Quant Fund Sector Weightage

Axis Quant Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2514.06%14.22%13.47%15.82%21.56%25.35%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Axis Quant Fund Current Holdings

Axis Quant Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Axis Quant Fund

AMC Profile of Axis Quant Fund

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    71

  • Total AUM

    ₹ 3,29,920.29 Cr.

Axis Quant Fund Manager Details

Axis Quant Fund Manager Details

Axis Quant Fund Manager Profile

Axis Quant Fund Manager Profile

Karthik Kumar

AUM:  ₹14,078.47 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Krishnaa N

AUM:  ₹1,42,155.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Axis Quant Fund Manager Performance (0)

Axis Quant Fund Manager Performance (0)

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Axis Quant Fund Tax Implications

Axis Quant Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Axis Quant Fund Review & Opinions

Axis Quant Fund Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Axis Quant Fund?

    The current NAV of Axis Quant Fund is ₹16.71, as of 20th June 2025.

  2. What are the returns of Axis Quant Fund?

    The Axis Quant Fund was launched on 1st January 1970. This mutual fund's past returns are as follows:
    • 1 Year Returns: -1.82%
    • 3 Year Returns: 21.22%

  3. What are the top 5 sectoral holdings of Axis Quant Fund?

    The top sectors Axis Quant Fund has invested in are as follows:
    • Private Banks | 25.35%
    • IT Services & Consulting | 12.04%
    • Pharmaceuticals | 10.98%
    • Telecom Services | 6.76%
    • Fertilizers & Agro Chemicals | 6.41%
    This data is as on 20th June 2025.

  4. What are the top 5 holdings of Axis Quant Fund?

    The top 5 holdings for Axis Quant Fund are as follows:
    • ICICI Bank Ltd | 9.96%
    • HDFC Bank Ltd | 9.64%
    • Bharti Airtel Ltd | 6.76%
    • Kotak Mahindra Bank Ltd | 4.53%
    • Hindalco Industries Ltd | 3.70%
    This data is as on 20th June 2025.

  5. What is the asset allocation of Axis Quant Fund?

    The asset allocation for Axis Quant Fund is as follows:
    • Equity | 97.66%
    • Cash & Equivalents | 1.76%
    • REITs & InvIT | 0.58%
    This data is as on 20th June 2025.

  6. What is the AUM of Axis Quant Fund?

    The AUM (i.e. assets under management) of Axis Quant Fund is ₹968.60 Cr as of 20th June 2025.

  7. What is the expense ratio of Axis Quant Fund?

    The expense ratio of Axis Quant Fund Plan is 0.71 as of 20th June 2025.

  8. What is the alpha ratio of Axis Quant Fund?

    The alpha ratio for the Axis Quant Fund is 0.04

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Axis Quant Fund?

    The volatility or standard deviation for the Axis Quant Fund is 14.21

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Axis Quant Fund?

    The Sharpe ratio for the Axis Quant Fund is -0.43

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Axis Quant Fund?

    The Sortino Ratio for the Axis Quant Fund is -0.04

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Axis Quant Fund?

    The PE ratio of Axis Quant Fund is 38.08, while category PE ratio is 45.21.