Axis Quant Fund

Review Date: 12-12-2025

Beginning of Analysis

The Axis Quant Fund has shown a very poor past performence in Quant Fund. The Axis Quant Fund has a Jensen Alpha of -3.03% which is lower than the category average of 1.4%, reflecting poor performance. The Axis Quant Fund has a Sharpe Ratio of 0.48 which is lower than the category average of 0.76, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Quant Mutual Funds

Axis Quant Fund Return Analysis

The Axis Quant Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Quant Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Quant Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 0.88%, 4.22 and 3.91 in last one, three and six months respectively. In the same period the category average return was 0.25%, 2.71% and 3.91% respectively.
• Axis Quant Fund has given a return of -1.03% in last one year. In the same period the Nifty 500 TRI return was 3.05%. The fund has given 4.08% less return than the benchmark return.
• The fund has given a return of 14.73% in last three years and rank 5th out of six funds in the category. In the same period the Nifty 500 TRI return was 15.53%. The fund has given 0.8% less return than the benchmark return.
• The fund has given a SIP return of 11.3% in last one year whereas category average SIP return is 12.46%. The fund one year return rank in the category is 6th in 9 funds
• The fund has SIP return of 11.22% in last three years and ranks 6th in 6 funds. iifl quant fund has given the highest SIP return (20.43%) in the category in last three years.

Axis Quant Fund Risk Analysis

• The fund has a standard deviation of 13.83 and semi deviation of 10.44. The category average standard deviation is 13.62 and semi deviation is 10.05.
• The fund has a Value at Risk (VaR) of -23.1 and a maximum drawdown of -22.39. The category average VaR is -17.42 and the maximum drawdown is -19.22. The fund has a beta of 0.98 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Quant Fund Category

Good Performance in Quant Fund Category

Poor Performance in Quant Fund Category

Very Poor Performance in Quant Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization