AXIS QUANT FUND

(An open-ended equity scheme following a quantitative model)
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JUNE 2024
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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 AVERAGE1,093.20Cr.
AS ON 30th June, 20241,117.51Cr.
BENCHMARK BSE 200 TRI
PORTFOLIO TURNOVER (1 YEAR) 1.50 times
FUND MANAGER
Mr. Karthik Kumar Work experience: 15 years.He has been managing this fund since 3rd July 2023
Mr. Ashish Naik Work experience: 16 years.He has been managing this fund since 4th May 2022
Ms. Krishnaa N
(for foreign securities)		 Work experience: 4 years.She has been managing this fund since 1st March 2024

Past performance may or may not be sustained in future. Different plans have different expense structure. Karthik Kumar is managing the scheme since 3rd July 2023 and he manages 17 schemes of Axis Mutual Fund & Ashish Naik is managing the scheme since 4th May 2022 and he manages 18 schemes of Axis Mutual Fund & Krishnaa N is managing the scheme since 1st March 2024 and she 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 3 months from the date of allotment - For 10% of investment: Nil, For remaining investment: 1%, If redeemed / switched out after 3 months from the date of allotment: Nil




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