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.
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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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
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