Axis Quant Fund Direct Growth

Scheme code: INF846K01Z87 NAV value: ₹ 15.4600 NAV date: 19 March, 2026 TER: 0.80%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-13.2649.727.3513.9213.63
3 year9.7621.2215.6115.7818.78

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6113.92
3 year 6.2830.9515.0415.78
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4913.92
3 year 6.5619.6413.5715.78
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7513.92
3 year 7.6821.4915.0615.78
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1613.92
3 year 8.0432.0317.8115.78
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,67,192 - Absolute Returns: ₹67,192 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,25,161 - Absolute Returns: ₹8,25,161 - CAGR: %

Drawdown Metrics

Max Drawdown

-22.97 %

Drawdown Duration

5 months

Avg Drawdown

-5.91 %

Calmar Ratio by Duration

1 Y

0.6061

3 Y

0.6871

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.69 0.96 97.3 93.8 5.80 % 4.00 %
3 years 2.26 0.95 93.8 89.9 13.29 % 11.28 %
5 years 1.23 0.92 90.6 88.0 9.36 % 8.28 %
7 years 0.69 0.92 90.6 88.0 6.60 % 5.85 %
10 years 0.31 0.92 90.6 88.0 4.58 % 4.06 %
12 years 0.16 0.92 90.6 88.0 3.80 % 3.37 %
15 years 0.02 0.92 90.6 88.0 3.03 % 2.69 %