Investment Objective and Approach

The investment objective of Axis Quant Fund is to generate long-term capital appreciation by investing primarily in equity and equity related instruments selected based on a quantitative model. Quant funds aim to generate capital appreciation over the long term without any human emotional judgment or biased errors.

The fund employs a sophisticated quantitative approach that eliminates human biases from investment decisions. Investors do not have to worry about human biases as these funds function on a predefined algorithm. AI technology has no scope for human error and quant funds function on this data driven technology.

The fund follows a "fundamental factor-based approach" (quality, growth and valuation) and mentions these as an "indicative list": Return on Equity; Sales growth; Cash flow; Debt to equity ratio; Earnings growth; Price to book; Price to earnings; Dividend yield; Earnings yield.

Key features of the investment approach include:

- Data-driven stock selection using artificial intelligence technology

- Mathematical models to evaluate stocks based on multiple financial parameters

- Risk score calculation using factors like liquidity, stock price momentum, volatility, and historical performance

- Open ended scheme that doesn't have a lock-in period

- Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets

Fund Managers

Karthik Kumar is managing the scheme since 3rd July 2023 and he manages 19 schemes of Axis Mutual Fund & Ashish Naik is managing the scheme since 4th May 2022 and he manages 18 schemes of Axis Mutual Fund & Krishnaa N is managing the scheme since 1st March 2024 and she manages 19 schemes of Axis Mutual Fund.

The fund benefits from a team-based management approach with experienced professionals who bring diverse expertise in quantitative investing strategies. The fund managers have extensive experience in managing multiple schemes within the Axis Mutual Fund ecosystem, providing investors with confidence in their ability to execute the quantitative investment strategy effectively.

About the Fund House (AMC)

Axis Mutual Fund is a prominent asset management company in India with a strong presence across the country. As of March 31, 2024, the AMC has reported Assets Under Management (AMU) for schemes of Axis Mutual Funds at Rs. 2.74 lakh crores.

Key highlights about Axis Mutual Fund:

- It has 31 investment teams operating across 19 nations in the Middle East, Europe, America, and Asia

- The product lineup of Axis Mutual Fund includes over 53 different schemes

- It is present in over 100 cities and has over 98 lakh active investor accounts

The AMC's global presence and extensive product range demonstrate its commitment to providing comprehensive investment solutions to Indian investors. The large investor base reflects the trust and confidence that investors place in the fund house's investment management capabilities.

Should I Invest in Axis Quant Fund?

Axis Quant Fund may be suitable for investors who:

- Seek long-term capital appreciation through equity investments

- Prefer data-driven, emotion-free investment decisions

- Have a high risk tolerance as per SEBI's riskometer classification

- Can invest with a minimum horizon of 5+ years given the thematic nature

Important considerations:

- The riskometer level of Axis Quant Fund - Regular Plan is Very High

- We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team

- But if you do invest, you must do so only through the SIP route. Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years

The fund's quantitative approach offers potential benefits of removing human bias, but investors should carefully consider their risk appetite and investment horizon before investing.

FAQs

What is today's NAV of Axis Quant Fund?

Latest NAV for Axis Quant Fund is at ₹ 15.66. The current NAV of Axis Quant Fund is ₹15.66, as of 17th April 2025.

What is the AUM of Axis Quant Fund?

The AUM (i.e. assets under management) of Axis Quant Fund is ₹940.51 Cr as of 17th April 2025.

What is the expense ratio of Axis Quant Fund?

The expense ratio of Axis Quant Fund Plan is 0.71 as of 17th April 2025. (Direct Plan) and The expense ratio of Axis Quant Fund - Regular Plan is 2.23 (Regular Plan).

What are the returns of Axis Quant Fund since inception?

It has delivered 10.75% returns since inception. Axis Quant Fund - Regular Plan is 3 years 9 months old.

What is the minimum SIP amount to invest in Axis Quant Fund?

Minimum SIP Investment is set to ₹100.

How do I invest in Axis Quant Fund?

You can invest in Axis Quant Fund through Allvest platform by completing your KYC, selecting the fund, and choosing between SIP or lumpsum investment modes.

How to start a SIP in Axis Quant Fund?

To start an SIP through Allvest, log into your account, select Axis Quant Fund, choose SIP option, set your monthly amount (minimum ₹100), and select your preferred investment date.

How do I automate an SIP in Axis Quant Fund?

Through Allvest, you can set up auto-debit instructions from your bank account to ensure seamless monthly SIP investments without manual intervention.

How can I withdraw/redeem my investment in Axis Quant Fund?

You can redeem your Axis Quant Fund investment through Allvest platform by placing a redemption request. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.