MonitorDirect · Growth
Axis Quant Fund
- NAV
- 16.75
- 15 Sept 2026
- 1Y
- +2.3%
- Trailing CAGR
- AUM
- ₹853.32 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.3%
- 3Y+8.5%
- 5Y+9.2%
- 10Yn/a
- SI+10.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.3%
- 3Y+2.9%
- 5Y+8.3%
- 10Yn/a
- Since inception
- +10.5%
- Calendar-day CAGR
- Excess 1Y
- -2.9%
- Category median, same plan and option
- 3Y win rate
- +0%
- Windows beating the median
- 3Y percentile
- 8
- Vs comparable share classes
- Worst rolling 3Y
- +8.5%
- 549 daily-ending windows
- Median rolling 3Y
- +14.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 49 daily-ending windows
- SIP 3Y XIRR
- +2.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 55 recovered episodes
- Longest recovery
- 322 days
- Trough to prior peak
- Current spell
- 714 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
27 Sept 2024 – open
Trough 4 Mar 2025 · not recovered
-23.0%
17 Jan 2022 – 8 May 2023
Trough 20 Jun 2022 · recovered in 322 days
-19.8%
18 Oct 2021 – 11 Jan 2022
Trough 20 Dec 2021 · recovered in 22 days
-8.3%
3 Jun 2024 – 11 Jun 2024
Trough 4 Jun 2024 · recovered in 7 days
-6.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
8
Vs category
32
Consistency
7
Risk-adjusted
46
Drawdown
43
Mean
27
Portfolio
31 Aug 2026 · 33 holdings · top 10 are 39.9%.
- Top 5
- 21.5%
- Top 10
- 39.9%
- Largest holding
- 21.0%
- Effective holdings
- 12.6
Net Receivables
Unspecified
21.0%
Adani Enterprises Ltd
Materials
4.6%
Macrotech Developers Ltd
Real Estate
4.3%
Zomato Ltd
Technology
4.3%
Eicher Motors Ltd
Consumer Discretionary
4.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HSBC Financial Services fund
HSBC Mutual Fund
- 1Y
- +10.1%
- 3Y
- n/a
- Vol
- 16.9%
- Max DD
- -14.8%
- Sharpe
- 0.68
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
HSBC India Export Opportunities Fund
HSBC Mutual Fund
- 1Y
- +18.3%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -20.5%
- Sharpe
- 0.29
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility