Axis Quant Fund

Axis Quant Fund

Equity

Axis Mutual Fund

Equity - Other

Get the latest NAV of Axis Quant Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹15.99

▲0.8%1D

NAV as on 18 Mar 2026

10.22%/per year

Since Inception

Absolute Gain%

▲▼

570 people have invested ₹ 19.9L in Axis Quant Fund in the last three months

Axis Quant Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (18-Mar-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-9.09%
-8.08%
-5.33%
6.61%
13.44%
--
Nifty 500
-9.53%
-8.94%
-9.05%
3.55%
14.05%
11.93%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.73%
10.18%
15.03%
41.55%
32.95%
27.93%
Worst in Equity - Other
-12.66%
-19.2%
-23.54%
-10.62%
7.57%
6.4%

Axis Quant Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

14
/47
58% Performance
42% Risk Management
62% Cost

Ranked 14 out of 47 mutual funds in the equity - other category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Quant Fund
14/47
882Cr
0.75%
6.61%
13.44%
-0.82
1.06
0.75
1.13
-0.11
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.66%
11.08%
22.84%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.74%
12.43%
21.96%
7.04
0.84
1.44
2.86
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
11.05%
19.76%
3.82
1.02
1.13
2.00
1.38
See all

Axis Quant Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
▲
▼

Axis Quant Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
77%
Mid cap
18.9%
Small cap
1.1%
Small Cap allocation has gone down from 1.2% to 1.1%
Small Cap allocation has gone down from 1.2% to 1.1%
Mid Cap allocation has gone down from 19.1% to 18.9%
Mid Cap allocation has gone down from 19.1% to 18.9%
Large Cap allocation has gone down from 77.7% to 77%
Large Cap allocation has gone down from 77.7% to 77%
Cash allocation has gone up from 1.2% to 2.2%
Cash allocation has gone up from 1.2% to 2.2%

Axis Quant Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
33.4%
Industrial
16%
Communication
9.6%
Consumer Cyclical
8%
Health
7.6%
Tech
7.1%
Consumer Defensive
6.5%
Energy
5.7%
Basic Materials
5.3%
Real Estate
0.7%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Energy

Feb'26

Financial Services

40%

Consumer Cyclical

18%

Energy

10%

Jan'26

Financial Services

38%

Consumer Cyclical

18%

Energy

10%

Axis Quant Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
State Bank of India
6.61%
0%
Bharti Airtel Ltd
6.47%
0%
Axis Bank Ltd
5.35%
0%
HDFC Bank Ltd
4.4%
-50.3%
Bharat Petroleum Corp Ltd
4.09%
0%
See all
Top Stocks bought last month
Mahindra & Mahindra Financial Services Ltd's allocation increased from 1.12% to 2.66%
Mahindra & Mahindra Financial Services Ltd's allocation increased from 1.12% to 2.66%
State Bank of India's allocation increased from 6.01% to 6.61%
State Bank of India's allocation increased from 6.01% to 6.61%
Cummins India Ltd's allocation increased from 2.91% to 3.42%
Cummins India Ltd's allocation increased from 2.91% to 3.42%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 6.87 % to 6.47 %
Bharti Airtel Ltd's allocation decreased from 6.87 % to 6.47 %
HDFC Bank Ltd's allocation decreased from 9.39 % to 4.4 %
HDFC Bank Ltd's allocation decreased from 9.39 % to 4.4 %
Maruti Suzuki India Ltd's allocation decreased from 3.98 % to 3.77 %
Maruti Suzuki India Ltd's allocation decreased from 3.98 % to 3.77 %

Axis Quant Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.75%
Benchmark
BSE 200 India TR INR
AUM₹882 Cr
Inception Date1 July, 2021
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
139.62%
Risk
Risk meter
pointer
Very High Risk

About Axis Quant Fund

Axis Quant Fund is an equity fund. This fund was started on 1 July, 2021. The fund is managed by Karthik Kumar, Krishnaa N, Nandik Mallik. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Quant Fund has ₹882 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Axis Quant Fund has given a CAGR return of 10.22% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 6.61% and 13.44% respectively.

Holdings

Axis Quant Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Energy, Communication, Basic Materials, Consumer Defensive, Industrial, Tech, Health, Corporate, Real Estate. Its top holdings are State Bank of India, Bharti Airtel Ltd, Axis Bank Ltd, HDFC Bank Ltd, Bharat Petroleum Corp Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis Quant Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Quant Fund has no lock in period.

Fund Manager

Karthik Kumar

Fund Manager of Axis Quant Fund, since 3 July 2023

Krishnaa N

Fund Manager of Axis Quant Fund, since 1 March 2024

Nandik Mallik

Fund Manager of Axis Quant Fund, since 9 December 2025

Learn more about Axis Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 882.4 Cr
₹ 870.5 Cr
₹ 914.4 Cr
  • AUM of the fund stands at 882.4 Cr as of Feb'26
  • AUM increased by 12 Cr between Feb'26 and Jan'26

Compare Axis Quant Fund

Axis Quant Fund

VS

ICICI Prudential India Opportunities Fund

Frequently Asked Questions for Axis Quant Fund

How do I invest in Axis Quant Fund?

INDmoney makes it simple to invest in the Axis Quant Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Quant Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Quant Fund?

The NAV of the fund today is ₹15.99. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Quant Fund fund has generated a return of 6.61% in 1 year, 13.44% in 3 years

Who is the fund manager of Axis Quant Fund?

The fund managers are Karthik Kumar, Krishnaa N, Nandik Mallik.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-3 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.75%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹882 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Quant Fund?

The top 3 holdings of the fund are State Bank of India(6.61%), Bharti Airtel Ltd(6.47%), Axis Bank Ltd(5.35%)