Build your portfolio of top-class funds today.
Start systematic investing now!
Axis Value Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 17.07 | 19.76 | N/A | N/A |
Average Rolling Returns(%) | 30.64 | 20.98 | N/A | N/A |
The Current NAV of Axis Value Fund - Growth - Direct Plan is ₹17.50.
It is better to invest in a fund with a longer track record as Axis Value Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Axis Value Fund - Growth - Direct Plan fund’s expense ratio is 0.94%
The process for redemption is
The AUM of Axis Value Fund - Growth - Direct Plan is currently ₹785 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Infosys and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 35% of fund’s portfolio respectively.
Top three sectors of Axis Value Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Healthcare accounting for 47% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Value Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Axis Value Fund - Growth - Direct Plan Fund is Equity - Value Fund.
Nitin Arora and Krishnaa N manage the Axis Value Fund - Growth - Direct Plan Fund.
Axis Value Fund - Growth - Direct Plan current PE ratio is 41.18 and PB ratio is 6.20
The asset allocation of Axis Value Fund - Growth - Direct Plan is Stocks : 87.57%, Debt : 12.38% and Gold : 0%
The minimum SIP amount for Axis Value Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Axis Value Fund - Growth - Direct Plan is Nil upto 10% of investment and 1% for remaining investment on or before 12 months, Nil after 12 months