Axis Mutual Fund

Axis Quant Fund

By Rajendra

Oct 30, 2022

Scheme Analysis

Category 

Quant

Inception

Jul 1, 2021

Benchmark

BSE 200

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AUM  - 1,307 Cr

Fund Manager

Ashish Naik & Hitesh Das

Thick Brush Stroke

Axis Quant Fund

A philosophy that aims to identify Quality stocks in  combination with the tenets of Growth and Value investing

Investment Strategy

Top 5 Holding

ICICI Bank

HDFC Bank

ITC

Sun Pharma

Mahindra & Mahindra

9.40

6.33

6.09

4.47

3.96

Total 30.25

Tendency of lower risk and higher quality assets to generate higher risk adjusted returns

Investment Strategy

Financial Service

Automobile

Capital Goods

Top 5 Sector

27.43

14.39

9.43

9.40

8.28

FMCG

Healthcare

parameter that captures the excess return on stocks due to improving growth prospects

Investment Strategy

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

66.07%

21.48%

Axis Quant Fund

Small Cap

8.50%

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

-0.28%

-

6.91%