Axis Quant Fund: A Smart Investment Strategy

The Axis Quant Fund is a mutual fund scheme that seeks to generate long-term capital appreciation by investing primarily in equity and equity-related instruments selected based on a quantitative model. The fund has been in existence for over three years and is managed by Axis Asset Management Company Limited. While the fund has delivered strong annualised returns of 18% over a three-year period, it is considered very high risk. Investors can purchase the Axis Quant Fund - Regular Plan directly from the website of the fund house, Axis Mutual Fund, or through platforms like MF Central and MF Utility. The minimum SIP amount for the fund is ₹100, and investors can increase this in multiples of ₹100. For lump-sum investments, the minimum amount is ₹5,000.

How to invest in Axis Quant Fund online

Investing in the Axis Quant Fund can be done in a few simple steps. Firstly, it is important to identify your investment goals and risk tolerance. This fund carries a moderate-to-high risk and is suitable for those with advanced knowledge of macro trends who are willing to take selective bets for higher returns.

Once you have decided that this fund suits your financial objectives, you can proceed to invest. One way to invest is through the ET Money website. Here, you can choose to make a one-time investment or start a Systematic Investment Plan (SIP). You will need to enter your email address and bank account details, and you can then confirm your investment. The minimum investment amount for a SIP with Axis Quant Fund is Rs 500.

You can also invest through the Axis Bank website or mobile app with just a few clicks if you are a savings account customer.

It is important to note that mutual funds are subject to market risk and past performance does not guarantee future results.

How to invest in Axis Quant Fund via a distributor

If you are looking to invest in the Axis Quant Fund, you can do so with the help of a mutual fund distributor. Most banks also act as mutual fund distributors, so you can start by reaching out to your bank for assistance.

The Axis Quant Fund is a Sectoral/Thematic Equity fund that has delivered an annualised return of 18% over a period of 3 years. The fund is managed by Axis Asset Management Company Limited, with fund managers Ashish Naik, Karthik Kumar, and Krishnaa N. The fund has been in existence since July 1, 2021, and has a minimum investment horizon of 5-7 years.

The latest Net Asset Value (NAV) of the fund as of October 4, 2024, was ₹18.16, with total assets under management (AUM) of ₹1,174 Crores. The expense ratio for the direct plan is 0.65%, while the expense ratio for the regular plan is 2.15%.

The minimum Systematic Investment Plan (SIP) amount for the Axis Quant Fund is ₹100, and you can increase this in multiples of ₹100. The minimum lump sum investment amount is ₹5,000.

Before investing, it is important to note that this fund has a Very High-risk rating as per SEBI's Riskometer. It is also recommended that you consult with a financial advisor to ensure that this fund aligns with your investment goals and risk tolerance.

Axis Quant Fund's investment objective

The Axis Quant Fund is a mutual fund scheme that seeks to generate long-term capital appreciation by investing primarily in equity and equity-related instruments. The fund's investment objective is to follow a quantitative model to select investments, with a narrow focus on companies that adhere to a specific mandate.

The fund has a minimum investment horizon of 5-7 years and is suitable for investors with advanced knowledge of macro trends who are willing to take on moderate to high risk. It is important to note that there is no assurance that the investment objective of the scheme will be achieved.

The Axis Quant Fund has two options: Regular and Direct. The main difference between these options is the commission paid to a broker or distributor, which results in different expense ratios. The Regular plan has a higher expense ratio, while the Direct plan has a lower expense ratio, leading to higher returns for investors.

The fund has delivered average annual returns of 19.75% since its inception and has a minimum SIP amount of ₹100. It is managed by Axis Asset Management Company Limited and the fund managers are Ashish Naik, Karthik Kumar, and Krishnaa N.

Axis Quant Fund's risk level

Axis Quant Fund is considered to have a very high-risk level. As per SEBI's Riskometer, the fund has a very high risk of negative returns on investment. The fund's portfolio is largely conservative, with most holdings in Large Cap stocks and debt instruments. The fund has a higher expense ratio than the category average, which can impact returns.

Axis Quant Fund is a Sectoral/Thematic fund, which means it invests in stocks selected from a single sector or specific theme. These types of funds are considered riskier than diversified funds as they are more vulnerable to sector-specific risks and market volatility.

The fund has a significant investment in domestic equities, with 53.61% in Large Cap stocks, 24.39% in Mid Cap stocks, and 13.13% in Small Cap stocks. The fund manager has also updated the portfolio more frequently than peers in the last year, indicating a higher turnover ratio.

While the fund's performance has been good, with returns currently better than the category average, it is important to note that past performance does not guarantee future results. Investors considering Axis Quant Fund should be ready for the possibility of moderate to high losses, even when the overall market is performing well.

It is recommended that investors seeking to invest in this fund should do so only through the SIP route and with a long-term investment horizon.

Axis Quant Fund's performance

Axis Quant Fund (G) is a Sectoral/ Thematic Equity fund that has delivered an annualised return of 18% over a period of 3 years. The fund is managed by Axis Asset Management Company Limited, with fund managers Ashish Naik, Karthik Kumar, and Krishnaa N. The latest Net Asset Value (NAV) as of 4 October 2024 is ₹17.23, with a total Asset Under Management (AUM) of ₹1173.98 Cr as of 7 October 2024. The fund has delivered 34.9% returns in the last year and has a category risk of Very High Risk.

Axis Quant Fund has a Standard Deviation value that indicates the volatility of the fund's returns over the past 3 years. The lower value of 151.00% indicates more predictable performance when compared to other funds. The Beta value, which measures volatility compared to similar funds in the market, is lower, implying more predictable performance. The fund's Sharpe ratio is poor, indicating that it has not generated good returns for the amount of risk taken.

The fund has an expense ratio of 2.15% or 2.18% for the regular plan, which is deducted from the NAV daily. The minimum investment amount for a lump sum is ₹5000, and for SIPs, it is ₹1000, with subsequent investments in multiples of ₹100. Axis Quant Fund is suitable for investors with advanced knowledge of macro trends who are seeking higher returns and are ready to take on the possibility of moderate to high losses.

Frequently asked questions