AXIS Quant Fund – Direct Growth

100
Min SIP
100
Min Lumpsum
0.73 %
Expense Ratio
Rating
1,011
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 45.9% - - 18.7%
Category Average 37.3% 18% 18.4% -

Scheme Allocation

By Holding
By Sector
By Asset
8.96%
ITC
4.57%
4.52%
4.44%
Others
71.29%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 8.96%
Larsen & Toubro Infrastructure Developers & Operators Equity 6.22%
ITC Tobacco Products Equity 4.57%
HDFC Bank Banks Equity 4.52%
NTPC Power Generation & Distribution Equity 4.44%
Bajaj Auto Automobile Equity 4.05%
O N G C Crude Oil & Natural Gas Equity 3.71%
Power Grid Corpn Power Generation & Distribution Equity 3.67%
Coal India Mining & Mineral products Equity 3.65%
Maruti Suzuki Automobile Equity 3.47%
Union Bank (I) Banks Equity 3.42%
Birlasoft Ltd IT - Software Equity 2.94%
Trent Retail Equity 2.41%
Colgate-Palmoliv FMCG Equity 2.34%
Reliance Industr Refineries Equity 2.17%
TVS Motor Co. Automobile Equity 1.86%
ICICI Lombard Insurance Equity 1.79%
MRF Tyres Equity 1.71%
United Spirits Alcoholic Beverages Equity 1.71%
CreditAcc. Gram. Finance Equity 1.55%
Alkem Lab Pharmaceuticals Equity 1.55%
Lupin Pharmaceuticals Equity 1.46%
Abbott India Pharmaceuticals Equity 1.44%
Equitas Sma. Fin Banks Equity 1.36%
Manappuram Fin. Finance Equity 1.31%
Zydus Lifesci. Pharmaceuticals Equity 1.29%
Jyothy Labs FMCG Equity 1.22%
Canara Bank Banks Equity 1.22%
Narayana Hrudaya Healthcare Equity 1.18%
Torrent Pharma. Pharmaceuticals Equity 1.17%
Ajanta Pharma Pharmaceuticals Equity 1.15%
Tata Elxsi IT - Software Equity 1.12%
Multi Comm. Exc. Miscellaneous Equity 1.09%
Rategain Travel IT - Software Equity 1.07%
Sundaram Finance Finance Equity 1.04%
HCL Technologies IT - Software Equity 1.03%
KNR Construct. Construction Equity 0.94%
Solar Industries Aerospace & Defence Equity 0.94%
P I Industries Agro Chemicals Equity 0.93%
Hind.Aeronautics Aerospace & Defence Equity 0.74%
Tata Motors Automobile Equity 0.68%
BSE Miscellaneous Equity 0.66%
J K Cements Cement Equity 0.59%
Sun Pharma.Inds. Pharmaceuticals Equity 0.59%
Bayer Crop Sci. Agro Chemicals Equity 0.58%
Aurobindo Pharma Pharmaceuticals Equity 0.56%
Glaxosmi. Pharma Pharmaceuticals Equity 0.49%
Nestle India FMCG Equity 0.49%
Supreme Inds. Plastic products Equity 0.47%
Jio Financial Finance Equity 0.27%
Natl. Aluminium Non Ferrous Metals Equity 0%
Banks
19.48%
Automobiles
10.06%
Pharmaceuticals & Biotech
9.7%
Power
8.11%
Construction
7.16%
Others
45.49%
View all Sectors
Sectors Asset
Banks 19.48%
Automobiles 10.06%
Pharmaceuticals & Biotech 9.7%
Power 8.11%
Construction 7.16%
IT-Software 6.16%
Diversified FMCG 4.57%
Finance 4.17%
Oil 3.71%
Consumable Fuels 3.65%
Retailing 2.41%
Personal Products 2.34%
Debt 2.19%
Petroleum Products 2.17%
Insurance 1.79%
Capital Markets 1.75%
Beverages 1.71%
Auto Components 1.71%
Fertilisers & Agrochemica 1.51%
Household Products 1.22%
Healthcare Services 1.18%
Chemicals & Petrochemical 0.94%
Aerospace & Defense 0.74%
Cement & Cement Products 0.59%
Food Products 0.49%
Industrial Products 0.47%
Cash & Others 0.04%
Non-Ferrous Metals 0%
Equity
97.79%
Reverse Repos
2.19%
Net Curr Ass/Net Receivables
0.04%

Advance Ratio

1.39
Alpha
3.78
SD
0.87
Beta
0.74
Sharpe

Exit Load

Exit Load If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil

Fund 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 Managers

Ashish Naik - Funds and Content Listing - Fund Manager

With 14 years of work experience, Mr Ashish Naik handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in August 2009 as AVP – Research Analyst and was promoted to Assistant Fund Manager in 2016 and Fund Manager in June 2018. Before joining Axis AMC, Mr Naik worked with Goldman Sachs as Sell-side Equity Research Analyst and Hexaware Technologies as Software Engineer.

Mr Ashish Naik’s educational qualifications include PGDBM (Finance and Marketing) from XLRI Jamshedpur, Financial Risk Management (FRM) from Global Association of Risk Professionals (GARP), and BE (Computer Engineering) from the University of Mumbai. Mr Nail also has a certificate in Chartered Financial Analyst (CFA Institute). His areas of interest include valuation, financial modelling, equity research, financial analysis, corporate finance, etc.

Mr Ashish Naik currently manages eleven (11) schemes at Axis Mutual Fund, including Axis Triple Advantage Fund, Axis Arbitrage Fund, Axis Special Situations Fund, Axis Quant Fund,  Axis NIFTY 100 Index Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,63,225 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Frequently Asked Questions

How to invest in AXIS Quant Fund – Direct Growth ?

You can invest in AXIS Quant Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Quant Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Quant Fund – Direct Growth ?

The NAV of AXIS Quant Fund – Direct Growth is ₹15.8 as of 29 February 2024.

How to redeem AXIS Quant Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Quant Fund – Direct Growth?

The minimum SIP amount of AXIS Quant Fund – Direct Growth is ₹100

What are the top sectors AXIS Quant Fund – Direct Growth has invested in?

The top sectors AXIS Quant Fund – Direct Growth has invested in are
  1. Banks - 19.48%
  2. Automobiles - 10.06%
  3. Pharmaceuticals & Biotech - 9.7%
  4. Power - 8.11%
  5. Construction - 7.16%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Quant Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Quant Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Quant Fund – Direct Growth generated ?

The AXIS Quant Fund – Direct Growth has delivered 18.7% since inception

What is the expense ratio of AXIS Quant Fund – Direct Growth ?

The expense ratio of AXIS Quant Fund – Direct Growth is 0.73 % as of 29 February 2024.

What is the AUM of AXIS Quant Fund – Direct Growth?

The AUM of AXIS Quant Fund – Direct Growth is ₹2,63,225 Cr as of 29 February 2024

What are the top stock holdings of AXIS Quant Fund – Direct Growth?

The top stock holdings of AXIS Quant Fund – Direct Growth are
  1. ICICI Bank - 8.96%
  2. Larsen & Toubro - 6.22%
  3. ITC - 4.57%
  4. HDFC Bank - 4.52%
  5. NTPC - 4.44%

How can I redeem my investments in AXIS Quant Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Quant Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now