Axis Quant Fund - Regular Plan - Growth
Category: Equity: Thematic-Quantitative
Launch Date: 30-06-2021
AUM:
₹ 873.28 Cr
Expense Ratio
2.26%
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 | 11.17 | 13.68 | - |
| 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
16.02
Last change
0.1 (0.6242%)
Fund Size (AUM)
₹ 873.28 Cr
Performance
10.51% (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 (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.39 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.87 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 6.01 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 4.04 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.98 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 3.92 |
| INDIAN BANK EQ | 3.8 |
| MUTHOOT FINANCE LIMITED EQ | 3.69 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 3.62 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.59 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 38.92 |
| Automobile and Auto Components | 17.29 |
| Oil, Gas & Consumable Fuels | 9.76 |
| Telecommunication | 6.87 |
| Information Technology | 6.51 |
| Fast Moving Consumer Goods | 6.43 |
| Capital Goods | 5.06 |
| Healthcare | 3.42 |
| Consumer Durables | 3.16 |
| Chemicals | 0.56 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Quant Fund Reg Gr | 0.0 |
| ABSL Quant Fund Reg Gr | 0.0 |
| 360 One Quant Fund Reg Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 17.2 |
| Kotak Quant Fund Reg Gr | 0.0 |
| SBI Quant Fund Reg Gr | 0.0 |
| Quant Quantamental Fund Reg Gr | 0.0 |
| ICICI Pru Quant Fund Gr | 15.17 |
| DSP Quant Fund Reg Gr | 8.91 |
| Motilal Oswal Quant Fund Reg Gr | 0.0 |