Axis Value Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 51.7 | N/A | N/A | N/A |
Average Rolling Returns(%) | 20.80 | N/A | N/A | N/A |
The Current NAV of Axis Value Fund - Regular Plan - Growth is ₹15.63.
It is better to invest in a fund with a longer track record as Axis Value Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 100 returns, as Funds portfolio is significantly different.
Axis Value Fund - Regular Plan - Growth fund’s expense ratio is 2.44%
The process for redemption is
The AUM of Axis Value Fund - Regular Plan - Growth is currently ₹499 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 33% of fund’s portfolio respectively.
Top three sectors of Axis Value Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 47% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 - Regular Plan - Growth Fund is Equity - Value Fund.
Nitin Arora and Sachin Relekar manage the Axis Value Fund - Regular Plan - Growth Fund.
Axis Value Fund - Regular Plan - Growth current PE ratio is 37.82 and PB ratio is 6.30
The asset allocation of Axis Value Fund - Regular Plan - Growth is Stocks : 94.24%, Debt : 5.72% and Gold : 0%
The minimum SIP amount for Axis Value Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Axis Value Fund - Regular Plan - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 12 months, Nil after 12 months