Comprehensive analysis of AXIS Quant Fund (IDCW) (42109) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Axis Asset Management Co. LTd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
High Expenses
Equity Focused
Established Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Market exposure level
Historical performance consistency
Recent performance momentum
Outperformance vs benchmark
Fund manager experience
Risk-adjusted returns
Assets under management
Fund management costs
This fund has outperformed its benchmark by 5.22% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 10.42% |
| HDFC Bank Ltd | Banks | 10.21% |
| ICICI Bank Ltd | Banks | 9.66% |
| HDFC Bank Ltd | Banks | 9.62% |
| Bharti Airtel Ltd | Telecomm-Service | 7.09% |
| Bharti Airtel Ltd | Telecomm-Service | 6.72% |
| Kotak Mahindra Bank Ltd | Banks | 4.58% |
| HCL Technologies Ltd | IT - Software | 3.77% |
| Interglobe Aviation Ltd | Air Transport Service | 3.77% |
| Interglobe Aviation Ltd | Air Transport Service | 3.62% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 3.38% | 0.21% | 17.40% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 3.04% | -0.47% | 16.56% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | -4.25% | 7.83% | 25.35% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 1.39% | 0.04% | 13.50% |
A seasoned investment professional with over 4 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.