AXIS QUANT FUND

(An open-ended equity scheme following a quantitative model)
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DECEMBER 2023
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To generate long-term capital appreciation by investing primarily in equity and equity related instruments selected based on a quantitative model. However, there can be no assurance that the investment objective of the Scheme will be achieved.

DATE OF ALLOTMENT 1st July 2021
MONTHLY AVERAGE984.73Cr.
AS ON 31st December, 2023991.79Cr.
BENCHMARK S&P BSE 200 TRI
PORTFOLIO TURNOVER (1 YEAR) 1.35 times
Source: ACEMF
FUND MANAGER
Mr. Ashish Naik Work experience: 15 years.He has been managing this fund since 4th May 2022
Mr. Karthik Kumar Work experience: 14 years.He has been managing this fund since 3rd July 2023
Mr. Vinayak Jayanath
(for foreign securities)		 Work experience: 7 years.He has been managing this fund since 17th January 2023

Past performance may or may not be sustained in future. Different plans have different expense structure. Ashish Naik is managing the scheme since 4th May 2022 and he manages 16 schemes of Axis Mutual Fund & Karthik Kumar is managing the scheme since 3rd July 2023 and he manages 14 schemes of Axis Mutual Fund & Vinayak Jayanath is managing the scheme since 17th January 2023 and he manages 18 schemes of Axis Mutual Fund . Please refer to annexure for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : ₹ 10.


Entry Load : NA
Exit Load : If redeemed / switched-out within 12 months , For 10% of investment: Nil For remaining investment: 1%,If redeemed/switched out after 12 months from the date of allotment: Nil




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