Why Invest in Equity Funds?
Overview
Investment 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.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 3 months | |
| For 10% of investment | Nil |
| For remaining investment | 1% |
| If redeemed/switched out after 3 months | |
| From the date of allotment | Nil |
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- An equity scheme that invests in equity and equity related instruments selected based on quant model.
Fund Manager
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Quant Fund - Regular Growth as of February 28, 2026
| BSE 200 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | BSE 200 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | BSE 200 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2021-07-01 | 10.74% | 13.27% | 11.97% | 16,090 | 17,881 | 16,942 |
| 5 Years | - | - | - | - | - | - |
| 3 Years | 15.18% | 17.46% | 14.64% | 15,280 | 16,205 | 15,066 |
| 1 Year | 17.58% | 17.36% | 15.12% | 11,753 | 11,731 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 01 Jul 2021 | 5,60,000 | 7,02,685.98 | 9.70% | 12.23% | 10.75% | 7,44,716.63 | 7,19,824.87 |
| 5 Years | 6,00,000 | - | - | - | - | - | - |
| 3 Years | 3,60,000 | 4,01,753.77 | 7.29% | 10.61% | 9.28% | 4,21,777.32 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,25,453.58 | 8.66% | 6.33% | 4.67% | 1,23,997.65 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| State Bank of India | 6.61 |
| Bharti Airtel Limited | 6.47 |
| Axis Bank Limited | 5.35 |
| HDFC Bank Limited | 4.4 |
| Bharat Petroleum Corporation Limited | 4.09 |
Outlook
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Frequently asked questions
Axis Quant Fund is an open-ended equity scheme following a quantitative model. The investment objective of this fund is 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.
Quant funds may turn out to be a good investment option for those investors who are looking for a mutual fund scheme that generates capital appreciation over the long term and works without any human emotional judgment or biased errors. The quant fund aims to deliver by making investment decisions purely based on its investment objective. Even if the fund house undergoes management changes, investors need not get triggered because quant funds are purely data driven based on an automated system.
Quant funds aim to generate capital appreciation over the long term without any human emotional judgment or biased errors. Decisions are entirely based on the quant scheme’s nature and its investment objective. Investors do not have to worry about human biases as these funds function on a predefined algorithm. AI technology has no scope for human error and quant funds function on this data driven technology.
A quant fund is a type of equity mutual fund. It tries to generate returns by investing in stocks using data driven artificial intelligence technology. Investors can invest in Axis Quant Fund either by making a lumpsum investment or they can also opt for Systematic Investment Plan (SIP). Axis Quant Fund is an open ended scheme that doesn’t have a lock-in period. Investors can enter or exit Axis Quant Fund at any given time by placing a request to the AMC.
Usually, with active mutual funds, the fund managers carefully pick stocks that have growth potential and keep shuffling the portfolio to suit the changing market cycles. However, when it comes to quant funds, the entry and exit decisions for its underlying securities are computer based. Quant fund managers are given the task of crafting a predefined investment strategy that automatically picks securities to allow the quant fund to achieve its investment objective. Since the entire portfolio of a quant fund is built using an algorithm, the scope for human error is mitigated.
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