Axis Quant Fund - All Your Questions Answered!

What is the Axis Quant Fund?

• Axis Quant fund is an open-ended equity scheme following a quantitative model.
• The scheme leans on quantitative parameters to identify quality stocks using fundamental parameters like Quality, Growth and Value.
• The investment strategy involves a bottom-up stock selection aided by a stringent rules based approach, thereby limiting human intervention.

How does Axis Quant Fund work?

• Axis Quant Fund combines a fundamental approach with rule-based criteria to identify stocks for the portfolio.
• The fund seeks to invest in companies via the Q-GARP process, that is, investing in stocks that offer Quality stocks with good Growth but At a Reasonable Price
• The investment process involves screening the universe of stocks using quantitative parameters based on fundamental principles to arrive at a composite rank/score. These stocks are further sized basis risk, liquidity, and sector limits.
• The fund follows a fundamental data-based bottom-up stock selection process to create a portfolio of 40-60 stocks. The portfolio is reviewed and rebalanced on a periodic basis and ad-hoc rebalancing is permitted only in case of adverse market situations.

Why the need for a quant fund?

• As the role of technology increases in every sector, there is a huge amount of data that is available. This data can be used to gather valuable insights. A similar trend is underway in the financial markets as well.. The current regulatory framework has pushed forth a structured format of data reporting. Companies are also adopting greater transparency, with data disclosures wherever necessary.
• With the deluge of information available, it is pivotal to modify existing investment principles to interpret data in a manner that enhances the scope of generating profitable returns. Increased computing power has enabled better analysis and assimilation of information, which can accelerate decision making.
• Yet, accurately interpreting available information won’t be valuable if we can’t isolate relevant data crucial to augmenting successful outcomes. This is where carefully constructed quantitative models come in.
• Axis Quant Fund applies rule-based investing to build a portfolio of stocks, while accelerating decision making and adding discipline and value to the overall investment process.
• Usage of Quantitative data can complement Traditional Fund Management Process and can be an alternative to Alpha generation

Who should invest?

Investors seeking capital appreciation over the long term, say, a 5-year investment horizon can consider investing in this fund. This fund is suitable for those investors who aim to diversify their portfolio with a novel investment approach.

How to invest?

Investing in Axis Quant fund is easy. Investors can transact through various online and offline modes.

To know more, please visit / or contact your Mutual Fund Distributor.

The product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model portfolio and the same may vary post NFO when actual investments are made.

Past performance may or may not be sustained in the future.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. This document represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.