Axis Quant Fund - Regular Plan - IDCW
Category: Equity: Thematic-Quantitative
Launch Date: 30-06-2021
AUM:
756.44 Cr
Expense Ratio
2.32%
Benchmark
BSE 200 TRI
ISIN
INF846K012A0
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 - IDCW | 5.97 | 12.83 | - |
| 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
15.62
Last change
0.16 (1.0243%)
Fund Size (AUM)
₹ 756.44 Cr
Performance
9.55% (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 (%) |
|---|---|
| STATE BANK OF INDIA EQ NEW RE. 1/- | 6.61 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.47 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 5.35 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.4 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 4.09 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 4.01 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.77 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.73 |
| BANK OF BARODA EQ NEW FV RS. 2/- | 3.5 |
| HERO MOTOCORP LIMITED EQ FV RS 2 | 3.5 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 39.51 |
| Automobile and Auto Components | 17.61 |
| Oil, Gas & Consumable Fuels | 9.55 |
| Capital Goods | 8.52 |
| Telecommunication | 6.47 |
| Fast Moving Consumer Goods | 6.01 |
| Information Technology | 4.65 |
| Consumer Durables | 3.05 |
| Healthcare | 1.17 |
| Chemicals | 0.5 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Quant Fund Reg IDCW | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 0.0 |
| Quant Quantamental Fund Reg Gr | 0.0 |
| ABSL Quant Fund Reg Gr | 0.0 |
| SBI Quant Fund Reg Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 16.9 |
| DSP Quant Fund Reg Gr | 8.79 |
| Axis Quant Fund Reg Gr | 0.0 |
| UTI Quant Fund Reg Gr | 0.0 |
| ICICI Pru Quant Fund Gr | 14.45 |