Rating : N/A
Axis Value Fund Regular Growth
Value Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
3%
Asset Size
255.44 Cr.
(As of 28 Feb, 2023)
Benchmark
Nifty 500 Value 50 TR INR
Riskometer
Investors understand that their principal will be at Risk.
Objective
To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund manager
Jinesh Gopani
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹1000
Minimum investment
₹500
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Tata Motors Ltd
7.04%
Mahindra & Mahindra Ltd
7.04%
Tech Mahindra Ltd
6.46%
ICICI Bank Ltd
6.36%
Sector Allocation
About the Scheme Type
To put it in simple terms, Value Funds are those which are eitherpriced at a discount to their inherent pricing or their current pricing do not reflect their true worth. Lower price ensures that risk is lessened to some extent while at the same time increases the return potential as well. Given that majority of funds are geared for growth, there are far lesser value funds available today. However, investors should realise that value funds can underperform during bull runs and as such, having a long-term strategy while investing in Value funds is ideal.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
Overview of Axis Asset Management Company Limited
Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles
- Long term wealth creation
- Outside in (Customer) view
- Long term relationship
Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.
Investment Philosophy of Axis Mutual Fund:
- Business to be built on three pillars
- Outside-in View
- Investor at the heart of every single decision
- Communication in investor’s language, not in ours
- Enduring Wealth Creation
- Playing a serious and credible role in investor’s money basket
- Encouraging investors to build a long-term perspective of the mutual fund category
- Long-term Relationships
- Outside-in View
- Aiming at building relationships rather than being transactional