Should I invest in Axis Quant Fund?

We don't give personal investment advice. Axis Quant Fund - Regular Plan - IDCW 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 - IDCW

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

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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%	+0.26%	-0.20	104 / 168	Q3
1W	-1.40%	-1.38%	-0.02	70 / 168	Q2
2W	+1.64%	-0.76%	+2.40	42 / 170	Q1
1M	+0.45%	-1.31%	+1.76	65 / 170	Q2
3M	-2.14%	+0.23%	-2.38	113 / 168	Q3
6M	-3.66%	-4.26%	+0.60	75 / 160	Q2
YTD	-5.08%	-4.32%	-0.76	94 / 160	Q3
1Y	+0.45%	+0.77%	-0.32	75 / 146	Q3
2Y	-1.60%	+0.22%	-1.82	70 / 104	Q3
3Y	+9.84%	+9.45%	+0.39	42 / 69	Q3
4Y	+11.42%	+8.63%	+2.79	33 / 56	Q3
5Y	+8.97%	+4.66%	+4.31	24 / 46	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.15%	+5.31%	+3.83	70 / 170	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%	-3.11%	-1.97	94 / 158
2025	+0.56%	-0.40%	+0.95	58 / 129
2024	+13.56%	+19.58%	-6.02	54 / 84
2023	+30.55%	+28.75%	+1.80	28 / 62
2022	-2.68%	+0.21%	-2.89	33 / 54
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 - IDCW - REGULAR PLAN	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund- Regular Plan- IDCW Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹11.4968	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - IDCW	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - IDCW	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - IDCW Option - Regular Plan	Quant	₹19.3086	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW	Aditya Birla Sun Life	₹21.5800	3 Jun 2026
Motilal Oswal Active Momentum Fund - Regular- IDCW	Motilal Oswal	₹13.3125	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular IDCW	Mirae Asset	₹20.1370	3 Jun 2026
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment	Kotak	₹10.2820	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 - IDCW is ₹15.4800. It's a Sectoral/Thematic Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Quant Fund - Regular Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of 0.45% — -0.32 pp behind the Sectoral/Thematic Fund category average of 0.77%. The fund ranks #75 of 146 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Quant Fund - Regular Plan - IDCW has delivered a CAGR of 9.84% — +0.39 pp ahead of the Sectoral/Thematic Fund category average of 9.45%. The fund ranks #42 of 69 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Quant Fund - Regular Plan - IDCW has delivered a CAGR of 8.97% — +4.31 pp ahead of the Sectoral/Thematic Fund category average of 4.66%. The fund ranks #24 of 46 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Quant Fund - Regular Plan - IDCW 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 ₹125,576.

A ₹10,000 monthly SIP in Axis Quant Fund - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹375,177 today. That's an XIRR (money-weighted annualised return) of 2.70%.

Axis Quant Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹375,177 — XIRR 2.70%.

On a 5-year basis, Axis Quant Fund - Regular Plan - IDCW ranks #24 out of 46 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 4.66%; this fund delivered 8.97%.

The worst peak-to-trough decline Axis Quant Fund - Regular Plan - IDCW 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 - IDCW 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 - IDCW returned 0.56% — beating the Sectoral/Thematic Fund category average of -0.40% by 0.95 pp. It ranked #58 of 129 in its category that year.

Axis Quant Fund - Regular Plan - IDCW 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 - IDCW 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.