Axis Quant Fund - Direct Plan - Growth Option
code 148993 Thematic Fund direct plan · growth NAVs 2021-07-07 to 2026-11-09
Growth of ₹10,000
From 2021-07-07. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 7.23% | 2026-10-09 → 2026-11-09 |
| 3M | -3.48% | 2026-08-07 → 2026-11-09 |
| 6M | 2.26% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.47% | 2025-11-07 → 2026-11-09 |
| 3Y | 9.11% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.32% | 2021-11-09 → 2026-11-09 |
| 7Y | - | |
| 10Y | - | |
| since inception | 10.47% | 2021-07-07 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| fund | -1.06% | 32.80% | 15.32% | 2.46% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 1,076 | 12.16% | 5.20% | -13.26% | 49.55% | 73% |
| 3 years | 586 | 14.38% | 14.30% | 6.48% | 21.20% | 100% |
| 5 years | 87 | 9.57% | 9.60% | 6.58% | 11.94% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 7.26% | 7.35% |
| volatility | 16.91% | 15.33% |
| max drawdown | -22.97% | -22.97% |
| downside deviation | 12.61% | 10.95% |
| Sharpe ratio | 0.15 | 0.17 |
| Sortino ratio | 0.20 | 0.23 |
| Calmar ratio | 0.32 | - |
Sector/theme fund: not ranked. Compare with its benchmark above.