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Axis Quant Fund - Regular Plan - Growth

Quant · Equity Fund
High
₹14.41
Current NAV
27 Oct 2026
-9.3%
1Y Return
5.3%
3Y CAGR
5.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.81%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.21).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.71
Sharpe Ratio
1.21
Beta
6.21
Alpha
0.93
Sortino
Fund Details
Fund House Quant
Category Equity Fund
AUM ₹4260 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
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