Axis Value Fund
Value Fund
Launch Date: 2 Sept 2021
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
Review
Delivers good overall results with strong risk control and solid consistency, though long-term data is limited.
Axis Value Fund
Value Fund
Fund Health
Returns 📈
Typically 23-25% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Strong
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Axis Value Fund New | — | 22% | 0% | Strong |
Hsbc Value Fund | 17% | 23% | 14% | Strong |
Jm Value Fund | 17% | 17% | 12% | Good |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Value Fund Category Average | 15% | 18% | 15% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics
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Track Record
Recent Performance
+50%
+30%
+10%
-10%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Jun '22
Mar '23
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
9 months
Fund
|
10 months
Index
Average time taken to recover after a major fall
Fastest recovery
2 mth|12 days
Slowest recovery
21 mth|23 mth
Details
AUM
₹229 Cr
Expense Ratio
0.80%
Exit Load
If redeemed / switched-out within 12 months - For 10% of investment: NIL, on FIFO basis and For remaining investment: 1% w. e. f., 22/09/2021
Minimum Amount
N/A
Fund Manager
Mr. Nitin Arora, Ms. Krishnaa N
Fund House
Axis Asset Management Co. Ltd.
Launch Date
2 Sept 2021
Age
4 years
Category
Value Fund
Benchmark
Nifty 500 TRI
FAQs
Is Axis Value Fund a good mutual fund?
Axis Value Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around —
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Value Fund category, it has delivered worse returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 7+ years.
* This fund is 4 years old and data is limited for different market cycles.
Should I invest in Axis Value Fund?
If you're looking for a Value Fund fund, Axis Value Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
* This fund is 4 years old and data is limited for different market cycles.
Is Axis Value Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Axis Value Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
* This fund is 4 years old and data is limited for different market cycles.
Can I lose money in Axis Value Fund?
Yes.
Like all equity mutual funds, Axis Value Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 7+ years experienced negative returns in approximately — of periods.
The probability generally decreases as the investment horizon increases.
* This fund is 4 years old and data is limited for different market cycles.
What returns can I expect from Axis Value Fund?
Historically, investors holding Axis Value Fund for 7+ years experienced:
•
Typical returns around — p.a.
•
Best represented by recent returns of — p.a.
•
Worst historical outcome of — p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
* This fund is 4 years old and data is limited for different market cycles.
How risky is Axis Value Fund?
Axis Value Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 14%
•
Average recovery time: 9 months
* This fund is 4 years old and data is limited for different market cycles.
How does Axis Value Fund perform during market crashes?
During major market declines, Axis Value Fund has historically fallen around 14% compared with 14% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
* This fund is 4 years old and data is limited for different market cycles.
How long does Axis Value Fund take to recover after a fall?
Historically, Axis Value Fund has taken around 9 months to recover from major market declines.
The benchmark recovered in approximately 10 months.
Faster recovery times generally indicate stronger resilience during market corrections.
* This fund is 4 years old and data is limited for different market cycles.
Who should invest in Axis Value Fund?
Axis Value Fund may be suitable for investors who:
•
Have an investment horizon of at least 7+ years
•
Are comfortable with High risk
•
Want exposure to Value Fund funds
Who should avoid Axis Value Fund?
This fund may not be suitable for investors who:
•
Need money within 7+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Axis Value Fund suitable for SIP investing?
Axis Value Fund can be suitable for SIP investors with a horizon of at least 7+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Axis Value Fund earns less than a fixed deposit?
Historically, investors holding Axis Value Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
* This fund is 4 years old and data is limited for different market cycles.
How consistent is Axis Value Fund?
Axis Value Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 46%
•
Bottom performer: 7%
* This fund is 4 years old and data is limited for different market cycles.
Is the extra return from Axis Value Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Axis Value Fund delivered Good risk-adjusted returns compared with similar funds.
* This fund is 4 years old and data is limited for different market cycles.
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