Axis Quant Fund
Direct · Growth ₹17.78
31 Jul 2026
NAV
15.1%
3Y CAGR
11.4%
5Y CAGR
12.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
17.30
Sharpe
-23.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.51 L | 13.0% | -29.1% | 56.1% |
| 3 Years | ₹36.00 L | ₹42.38 L | 13.9% | -1.8% | 30.7% |
| 5 Years | ₹60.00 L | ₹76.59 L | 9.9% | 8.1% | 11.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 13.0% | 14.5% | 13.8% | -1.4% |
| 3 Years | 13.9% | 11.2% | 17.2% | +2.7% |
| 5 Years | 9.9% | 10.4% | 17.0% | -0.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.9% | 5.6% | -13.3% | 49.7% | 0.38 | 1.08 | 74% | — | — |
| 3 Years | 15.1% | 14.7% | 9.8% | 21.2% | 3.05 | — | 100% | — | — |
| 5 Years | 11.4% | 11.3% | 11.0% | 11.9% | 17.30 | — | 100% | — | — |
-23.0%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.66
3Y
0.50
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.19 | 1.06 | 104.8% | 93.8% | 6.2% | -1.6% |
| 3 Years | +3.49 | 0.99 | 98.0% | 93.1% | 10.8% | 7.3% |
| 5 Years | +2.47 | 0.93 | 92.5% | 88.8% | 11.3% | 8.9% |
| 7 Years | +2.06 | 0.94 | 92.9% | 88.5% | 8.5% | 6.5% |
| 10 Years | +1.28 | 0.94 | 92.9% | 88.5% | 5.9% | 4.5% |
| 12 Years | +0.99 | 0.94 | 92.9% | 88.5% | 4.9% | 3.7% |
| 15 Years | +0.69 | 0.94 | 92.9% | 88.5% | 3.9% | 3.0% |
25
Total Holdings
38.8%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Adani Enterprises Limited | 4.68% |
| 2 | Adani Energy Solutions Limited | 4.50% |
| 3 | Samvardhana Motherson International Limited | 4.00% |
| 4 | Adani Ports and Special Economic Zone Limited | 3.88% |
| 5 | Tata Motors Passenger Vehicles Limited | 3.81% |
| 6 | Eicher Motors Limited | 3.80% |
| 7 | Bank of Baroda | 3.70% |
| 8 | Adani Green Energy Limited | 3.69% |
| 9 | TVS Motor Company Limited | 3.42% |
| 10 | Lodha Developers Limited | 3.34% |