Compare Axis Quant Fund vs Quant Quantamental Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹1000
Expense Ratio
2.32
2.17
NAV
₹16.98
₹25.21
Fund Started
11 Jun 2021
13 Apr 2021
Fund Size
₹756.25 Cr
₹1371.09 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
6.19%
9.43%
3 Year
12.89%
19.08%
5 Year
-
-
Equity
79.98%
90.80%
Cash
18.02%
1.44%
Top 10 Holdings
State Bank of India | 3.89% |
Eicher Motors Ltd. | 3.85% |
TVS Motor Company Ltd. | 3.78% |
Axis Bank Ltd. | 3.24% |
Bank Of Baroda | 3.14% |
Mahindra & Mahindra Ltd. | 2.64% |
HDFC Bank Ltd. | 2.61% |
HCL Technologies Ltd. | 2.55% |
Tech Mahindra Ltd. | 2.41% |
Hero Motocorp Ltd. | 2.24% |
Piramal Finance Ltd. | 10.00% |
Adani Enterprises Ltd. | 9.62% |
HDFC Bank Ltd. | 8.22% |
Adani Green Energy Ltd. | 6.77% |
Kotak Mahindra Bank Ltd. | 6.08% |
HDFC Life Insurance Co Ltd. | 5.46% |
Aurobindo Pharma Ltd. | 5.16% |
Larsen & Toubro Ltd. | 5.02% |
Aurobindo Pharma Ltd. | 4.86% |
Adani Power Ltd. | 3.52% |
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
