Compare Axis Quant Fund vs Quant Quantamental Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹1000
Expense Ratio
4.59
2.12
NAV
₹16.86
₹27.26
Fund Started
11 Jun 2021
13 Apr 2021
Fund Size
₹822.99 Cr
₹1569.13 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Exit load of 1%, if redeemed within 15 days.
1 Year
-
11.78%
3 Year
9.96%
19.97%
5 Year
-
18.80%
Equity
93.09%
97.57%
Cash
-2.56%
-4.28%
Top 10 Holdings
Adani Energy Solutions Ltd. | 4.05% |
Adani Enterprises Ltd. | 3.90% |
Eicher Motors Ltd. | 3.82% |
Bank Of Baroda | 3.69% |
Adani Ports and Special Economic Zone Ltd. | 3.61% |
TVS Motor Company Ltd. | 3.61% |
CG Power and Industrial Solutions Ltd. | 3.61% |
Samvardhana Motherson International Ltd. | 3.38% |
Tata Motors Passenger Vehicles Ltd. | 3.36% |
Power Finance Corporation Ltd. | 3.32% |
Piramal Finance Ltd. | 9.52% |
Adani Enterprises Ltd. | 9.49% |
Adani Green Energy Ltd. | 9.00% |
Tech Mahindra Ltd. | 5.88% |
Kotak Mahindra Bank Ltd. | 5.78% |
PB Fintech Ltd. | 5.67% |
ICICI Bank Ltd. | 5.30% |
Larsen & Toubro Ltd. | 5.03% |
HDFC Life Insurance Co Ltd. | 4.74% |
Aurobindo Pharma Ltd. | 4.73% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing primarily in equity and equity related instruments selected based on a quantitative model.
The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.
Launch Date
11 Jun 2021
13 Apr 2021
