Axis Quant Fund
Direct · Growth ₹17.32
18 Jun 2026
NAV
15.4%
3Y CAGR
14.8%
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.
3.30
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 | 13.2% | -29.1% | 56.1% |
| 3 Years | ₹36.00 L | ₹42.58 L | 14.4% | -1.8% | 30.7% |
| 5 Years | ₹60.00 L | ₹74.82 L | 9.0% | 8.1% | 9.8% |
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 | 13.2% | 14.5% | 13.5% | -1.3% |
| 3 Years | 14.4% | 11.2% | 17.4% | +3.2% |
| 5 Years | 9.0% | 10.4% | 17.1% | -1.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.2% | 5.9% | -13.3% | 49.7% | 0.40 | 1.12 | 73% | — | — |
| 3 Years | 15.4% | 14.9% | 9.8% | 21.2% | 3.30 | — | 100% | — | — |
-23.0%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.58
1Y
0.67
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.12 | 1.06 | 102.6% | 93.6% | 3.5% | -3.1% |
| 3 Years | +2.56 | 0.98 | 96.3% | 92.4% | 11.2% | 8.7% |
| 5 Years | +2.65 | 0.93 | 92.3% | 88.3% | 11.4% | 8.9% |
| 7 Years | +1.72 | 0.93 | 92.3% | 88.3% | 8.0% | 6.3% |
| 10 Years | +1.05 | 0.93 | 92.3% | 88.3% | 5.5% | 4.3% |
| 12 Years | +0.79 | 0.93 | 92.3% | 88.3% | 4.6% | 3.6% |
| 15 Years | +0.54 | 0.93 | 92.3% | 88.3% | 3.7% | 2.9% |
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% |