Axis Quant Fund - Regular Plan - Growth
Category: Equity: Thematic-Quantitative
Launch Date: 30-06-2021
AUM:
₹ 972.1 Cr
Expense Ratio
2.22%
Benchmark
BSE 200 TRI
ISIN
INF846K011A2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Karthik Kumar, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Quant Fund - Regular Plan - Growth | -3.98 | 18.39 | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.67
Last change
0.13 (0.8296%)
Fund Size (AUM)
₹ 972.1 Cr
Performance
11.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Karthik Kumar, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.96 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.64 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.76 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.53 |
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 3.7 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 3.68 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 3.55 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 3.38 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.33 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.91 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.42 |
| Healthcare | 10.81 |
| Information Technology | 10.77 |
| Telecommunication | 6.76 |
| Chemicals | 6.4 |
| Capital Goods | 5.58 |
| Metals & Mining | 4.26 |
| Automobile and Auto Components | 3.78 |
| Fast Moving Consumer Goods | 3.74 |
| Services | 3.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Quant Fund Reg Gr | 0.0 |
| ICICI Pru Quant Fund Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 24.66 |
| 360 One Quant Fund Reg Gr | 0.0 |
| DSP Quant Fund Reg Gr | 17.39 |
| Kotak Quant Fund Reg Gr | 0.0 |
| Quant Quantamental Fund Reg Gr | 0.0 |