Axis Quant Fund - Regular Plan - Growth
Category: Equity: Thematic-Quantitative
Launch Date: 30-06-2021
AUM:
₹ 921.77 Cr
Expense Ratio
2.24%
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 | 2.16 | 13.09 | - |
| 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
16.06
Last change
-0.11 (-0.6849%)
Fund Size (AUM)
₹ 921.77 Cr
Performance
11.18% (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/- | 9.79 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.02 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.45 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 4.09 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.71 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 3.64 |
| INDIAN BANK EQ | 3.39 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 3.37 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.25 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 3.13 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.46 |
| Automobile and Auto Components | 13.14 |
| Fast Moving Consumer Goods | 9.55 |
| Telecommunication | 7.45 |
| Oil, Gas & Consumable Fuels | 6.75 |
| Healthcare | 5.82 |
| Capital Goods | 4.11 |
| Services | 3.71 |
| Information Technology | 3.35 |
| Chemicals | 2.76 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Quant Fund Reg Gr | 0.0 |
| ICICI Pru Quant Fund Gr | 0.0 |
| Quant Quantamental Fund Reg Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 21.27 |
| 360 One Quant Fund Reg Gr | 0.0 |
| ABSL Quant Fund Reg Gr | 0.0 |
| DSP Quant Fund Reg Gr | 12.13 |
| Kotak Quant Fund Reg Gr | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 0.0 |