Should I invest in Axis Quant Fund?

We don't give personal investment advice. Axis Quant Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. 5-year CAGR: 10.69%.

Axis

Axis Quant Fund - Direct Plan - Growth

Latest NAV

₹16.7400

As of

3 Jun 2026

1,215 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.06%	+0.27%	-0.21	161 / 258	Q3
1W	-1.35%	-1.34%	-0.01	111 / 258	Q2
2W	+1.70%	+0.04%	+1.66	59 / 259	Q1
1M	+0.54%	-0.39%	+0.93	98 / 259	Q2
3M	-1.76%	+2.19%	-3.95	183 / 257	Q3
6M	-2.95%	-1.09%	-1.86	127 / 247	Q3
YTD	-4.44%	-1.30%	-3.14	147 / 247	Q3
1Y	+2.01%	+5.02%	-3.01	123 / 230	Q3
2Y	-0.09%	+5.50%	-5.59	160 / 182	Q4
3Y	+11.55%	+16.94%	-5.39	107 / 139	Q4
4Y	+13.17%	+16.57%	-3.40	93 / 119	Q4
5Y	+10.69%	+13.73%	-3.04	88 / 109	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.90%	+10.45%	+0.45	155 / 259	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.44%	-0.94%	-3.51	145 / 244
2025	+2.10%	+4.41%	-2.31	118 / 208
2024	+15.24%	+23.18%	-7.94	118 / 155
2023	+32.65%	+33.51%	-0.87	63 / 127
2022	-1.06%	+4.32%	-5.39	77 / 116
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.26%

48 windows

min -11.0% · max 46.5%

73% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.04%

24 windows

min 10.2% · max 20.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.06%

3-year · annualised

Sharpe ratio

0.37

vs risk-free 6.5%

Sortino ratio

0.52

Downside-only deviation

Max drawdown

-22.97%

Sep 2024 → Mar 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.7400
2 Jun 2026	₹16.7800
1 Jun 2026	₹16.7700
31 May 2026	₹16.9700
29 May 2026	₹16.9700
27 May 2026	₹17.2000
26 May 2026	₹17.0100
25 May 2026	₹16.9800
22 May 2026	₹16.6300
21 May 2026	₹16.5300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Quant Fund - Direct Plan - Growth is ₹16.7400. It's a Sectoral/Thematic Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Quant Fund - Direct Plan - Growth has NAV history starting from 07 Jul 2021, a track record of about 4 years 10 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Quant Fund - Direct Plan - Growth is managed by Axis. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Quant Fund - Direct Plan - Growth has delivered a absolute return of 2.01% — -3.01 pp behind the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #123 of 230 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Quant Fund - Direct Plan - Growth has delivered a CAGR of 11.55% — -5.39 pp behind the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #107 of 139 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Quant Fund - Direct Plan - Growth has delivered a CAGR of 10.69% — -3.04 pp behind the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #88 of 109 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Quant Fund - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹166,139 today — a multiplier of 1.66×, based on the 5-year CAGR of 10.69%. The category average over the same window would have grown ₹1 lakh to ₹190,234.

A ₹10,000 monthly SIP in Axis Quant Fund - Direct Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹384,427 today. That's an XIRR (money-weighted annualised return) of 4.31%.

Axis Quant Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹384,427 — XIRR 4.31%.

On a 5-year basis, Axis Quant Fund - Direct Plan - Growth ranks #88 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.73%; this fund delivered 10.69%.

The worst peak-to-trough decline Axis Quant Fund - Direct Plan - Growth has experienced over the last 3-year window is 22.97% — its NAV fell from a high on 27 Sep 2024 to a low on 04 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis Quant Fund - Direct Plan - Growth averaged 15.04% (best 20.42%, worst 10.15%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.37 — weak risk-adjusted performance.

In calendar year 2025, Axis Quant Fund - Direct Plan - Growth returned 2.10% — lagging the Sectoral/Thematic Fund category average of 4.41% by 2.31 pp. It ranked #118 of 208 in its category that year.

Axis Quant Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis Quant Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. 5-year CAGR: 10.69%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.