(As of 31 Dec, 2022)
Nifty 500 Value 50 TR INR
Investors understand that their principal will be at Risk.
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.
1 %(If redeemed within 360 days)
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.
Sun Pharmaceuticals Industries Ltd
Mahindra & Mahindra Ltd
State Bank of India
ICICI Bank Ltd
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.
This fund is rated 0 stars by Morning Star Ratings.
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
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: