Axis Quant Fund - Direct Plan has delivered 62.94% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #58 in its category based on 5-year returns.
The largest portfolio holding is ADANI ENTERPRISES LTD with a portfolio weight of 4.70% .
The fund currently owns more than 30 stocks.
The top 10 holdings account for 39.94% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 8.98% | -0.11% |
| 2 Year Return | 28.85% | 12.90% |
| 3 Year Return | 55.52% | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.79% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Industrials |
4.70%
|
|
| 2 | Realty |
4.34%
|
|
| 3 | Consumer Discretionary |
4.30%
|
|
| 4 | Consumer Discretionary |
4.06%
|
|
| 5 | Auto - 2 & 3 Wheelers |
4.06%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
3.83%
|
|
| 7 | E-Commerce/E-Retail |
3.81%
|
|
| 8 | Non-Banking Financial Company (NBFC) |
3.64%
|
|
| 9 | Investment Company |
3.61%
|
|
| 10 | Financials |
3.59%
|
|
| 11 | Real Estate |
3.58%
|
|
| 12 | Industrials |
3.52%
|
AMC: AXIS
Category: Equity • Sectoral/Thematic
Launch Date: 11 Jun 2021
Fund Manager: Mr. Nandik Mallik
Minimum Purchase: ₹100
Exit Load: If redeemed / switched-out within 3 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%. If redeemed / switched - out after 3 months from the date of allotment: NiL.
Lock-in: 1
Risk: Moderate Risk
Axis Quant Fund - Direct Plan is managed by AXIS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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