Investment Objective
To Generate Long-Term Capital Appreciation By Investing Primarily In Equity And Equity Relatedinstruments Selected Based On A Quantitative Model.
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -6.08% | -8.51% | +3.20% | -9.02% | -5.36% | +5.86% | +6.02% | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with BSE 200 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Axis Quant Fund Regular Plan Growth is a Thematic - Quant equity fund from Axis Asset Management Company Ltd., launched on 1 Jul 2021. Its benchmark is the BSE 200 Index. The expense ratio is 4.41% a year. It manages ₹827 crore. The NAV was ₹14.62 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -5.36% | 19.53% |
| Last 3 years | +5.86% a year | 16.78% |
| Last 5 years | +6.02% a year | 15.25% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2021 to 2026, the fund returned more than the BSE 200 Index in 2 of 6 calendar years. The 2026 figure is year to date.
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
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| 2026 YTD |
|---|
| This fund | +11.80% | -2.68% | +30.70% | +13.64% | +0.87% | -9.02% |
| Benchmark | +27.59% | +4.18% | +22.76% | +13.40% | +8.03% | -6.28% |
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