Axis Quant Fund - Direct Plan - Growth
Axis Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.74%
AUM
₹163.45 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-33.41%
Poor
6 Months
+2.71%
Poor
1 Year
+3.65%
Poor
3 Years
+14.64%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 17 quarters
AUM Metrics
Key indicators
Current AUM
₹163.45 Cr
Recent Trend
Growing
Stability Score
15.9
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-4.41%
3Y
3Y CAGR
+88.76%
5Y
5Y CAGR
N/A
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.60%
Annualized standard deviation
Sharpe Ratio
0.443
Poor - Risk-adjusted return
Max Drawdown
-23.00%
High - Worst decline
Consistency
59.5%
Performance consistency
Volatility Breakdown
Daily Volatility
0.86%
Average daily price movement
Annualized Volatility
13.60%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance