Should I invest in Axis Quant Fund?

We don't give personal investment advice. Axis Quant Fund - Regular 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: 8.97%.

Axis

Axis Quant Fund - Regular Plan - Growth

Latest NAV

₹15.4800

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	109 / 175	Q3
1W	-1.40%	-1.35%	-0.05	80 / 175	Q2
2W	+1.64%	-0.09%	+1.73	44 / 176	Q1
1M	+0.45%	-0.53%	+0.98	74 / 176	Q2
3M	-2.14%	+2.12%	-4.27	126 / 174	Q3
6M	-3.66%	-1.85%	-1.81	89 / 165	Q3
YTD	-5.08%	-1.98%	-3.10	107 / 165	Q3
1Y	+0.45%	+3.78%	-3.33	88 / 151	Q3
2Y	-1.60%	+3.55%	-5.16	93 / 106	Q4
3Y	+9.84%	+14.41%	-4.56	53 / 67	Q4
4Y	+11.42%	+13.82%	-2.40	43 / 54	Q4
5Y	+8.97%	+10.37%	-1.40	36 / 45	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.15%	+7.02%	+2.13	87 / 176	Q2

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	-5.08%	-1.38%	-3.70	107 / 164
2025	+0.56%	+1.66%	-1.10	72 / 133
2024	+13.56%	+21.92%	-8.36	63 / 82
2023	+30.55%	+31.01%	-0.46	29 / 59
2022	-2.68%	+2.36%	-5.05	36 / 52
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

+11.50%

48 windows

min -12.4% · max 44.2%

67% positive

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

3-Year rolling

+13.25%

24 windows

min 8.4% · max 18.4%

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

15.04%

3-year · annualised

Sharpe ratio

0.27

vs risk-free 6.5%

Sortino ratio

0.37

Downside-only deviation

Max drawdown

-23.47%

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 INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.4800
2 Jun 2026	₹15.5200
1 Jun 2026	₹15.5100
31 May 2026	₹15.7000
29 May 2026	₹15.7000
27 May 2026	₹15.9100
26 May 2026	₹15.7400
25 May 2026	₹15.7100
22 May 2026	₹15.3800
21 May 2026	₹15.2900

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 - Regular Plan - Growth is ₹15.4800. It's a Sectoral/Thematic Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Quant Fund - Regular 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of 0.45% — -3.33 pp behind the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #88 of 151 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Quant Fund - Regular Plan - Growth has delivered a CAGR of 9.84% — -4.56 pp behind the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #53 of 67 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Quant Fund - Regular Plan - Growth has delivered a CAGR of 8.97% — -1.4 pp behind the Sectoral/Thematic Fund category average of 10.37%. The fund ranks #36 of 45 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Quant Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹153,663 today — a multiplier of 1.54×, based on the 5-year CAGR of 8.97%. The category average over the same window would have grown ₹1 lakh to ₹163,805.

A ₹10,000 monthly SIP in Axis Quant Fund - Regular Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹375,187 today. That's an XIRR (money-weighted annualised return) of 2.70%.

Axis Quant Fund - Regular 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 ₹375,187 — XIRR 2.70%.

On a 5-year basis, Axis Quant Fund - Regular Plan - Growth ranks #36 out of 45 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 10.37%; this fund delivered 8.97%.

The worst peak-to-trough decline Axis Quant Fund - Regular Plan - Growth has experienced over the last 3-year window is 23.47% — 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 - Regular Plan - Growth averaged 13.25% (best 18.45%, worst 8.44%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.27 — weak risk-adjusted performance.

In calendar year 2025, Axis Quant Fund - Regular Plan - Growth returned 0.56% — lagging the Sectoral/Thematic Fund category average of 1.66% by 1.10 pp. It ranked #72 of 133 in its category that year.

Axis Quant Fund - Regular 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 - Regular 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: 8.97%.

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