Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
quant Focused Fund - Growth Option - Regular Plan
★★★★★ monitor_heart Health Score: 50/100 · AverageAxis Mutual Fund · Equity · Flexi Cap
₹91.6
AUM: ₹11,078 Cr
NAV updated 4 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
1.12%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Fund Manager
Jinesh Gopani
Inception
Jan 2013
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.25
Std Dev (1Y)
17.71%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.61%
3m
+5.07%
6m
+4.08%
1y
-0.42%
3y
+9.11%
5y
+6.48%
10y
+12.36%
since inception
+13.51%
rate_review TopFund's Take on quant Focused Fund - Growth Option - Regular Plan
quant Focused Fund - Growth Option - Regular Plan sits in the middle of the pack for Flexi Cap funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 50/100.
Cost: At 1.12%, the expense ratio runs 22% above the Flexi Cap category average of 0.92%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.25 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.71% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about quant Focused Fund - Growth Option - Regular Plan
The current NAV (Net Asset Value) of quant Focused Fund - Growth Option - Regular Plan is ₹91.6. NAV is updated every business day after market close by AMFI.
1Y: -0.42% · 3Y CAGR: 9.11% · 5Y CAGR: 6.48%
The expense ratio is 1.12% per annum — the annual fee deducted from your investment to cover fund management costs.
quant Focused Fund - Growth Option - Regular Plan is managed by Jinesh Gopani at Axis Mutual Fund.
quant Focused Fund - Growth Option - Regular Plan is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, quant Focused Fund - Growth Option - Regular Plan is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of quant Focused Fund - Growth Option - Regular Plan is ₹11,078 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.