AXIS Quant Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of AXIS Quant Fund (IDCW) (42109) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
AXIS Quant Fund (IDCW)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
AXIS Quant Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 2.02% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 10.42% |
| HDFC Bank Ltd | Banks | 10.21% |
| Bharti Airtel Ltd | Telecom-Service | 6.72% |
| Interglobe Aviation Ltd | Air Transport Service | 3.77% |
| Divis Laboratories Ltd | Pharmaceuticals | 3.62% |
| HCL Technologies Ltd | IT - Software | 3.37% |
| GE Vernova T&D India Ltd | Capital Goods - Electrical Equipment | 3.31% |
| Tech Mahindra Ltd | IT - Software | 3.21% |
| SBI Life Insurance Company Ltd | Insurance | 3.21% |
| Coromandel International Ltd | Fertilizers | 3.18% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
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
AXIS Quant Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 13.18% | -7.36% | 10.35% |
Category Average Returns
Karthik Kumar
A seasoned investment professional with over 5 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.