• 1 Year Returns: -16.03%
• 3 Year Returns: 2.13%
• 5 Year Returns: 3.69%

• Others | 27.00%
• Specialized Finance | 12.79%
• G-Sec | 9.10%
• Oil & Gas - Refining & Marketing | 7.41%
• IT Services & Consulting | 6.43%

• Net Receivables / (Payables) | 27.00%
• Adani Enterprises Limited | 4.04%
• Lodha Developers Ltd | 3.39%
• 364 Days Tbill (MD 08/10/2026) | 3.25%
• 91 Days Tbill (MD 15/10/2026) | 3.25%

• Equity | 87.45%
• Cash & Equivalents | 28.75%
• Treasury Bills | 9.10%
• Futures & Options | -25.30%

The alpha ratio for the Axis Quant Fund-Reg(IDCW) is 1.43

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.

The volatility or standard deviation for the Axis Quant Fund-Reg(IDCW) is 15.73

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.

The Sharpe ratio for the Axis Quant Fund-Reg(IDCW) is -0.75

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.

The Sortino Ratio for the Axis Quant Fund-Reg(IDCW) is -0.08

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.