Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 18.59
NAV (Oct 21)
Last 1Y | 48.3% |
Last 3Y | 20.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.7% |
6 Month CAGR | 23.1% |
The schemes seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.
Expense Ratio | 2.37% |
Launched 3Y ago | 2021-09-22 |
AUM in Crores | 749.1 |
ISIN | INF846K013C4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Value Fund (G) | 12,29,201 | 4,96,589 | 20.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
ICICI Bank Ltd.
4.54%HDFC Bank Ltd.
4.48%Reliance Industries Ltd.
4.08%Infosys Ltd.
3.76%Mahindra & Mahindra Ltd.
2.8%Financial
18.78%Healthcare
11.88%Automobile
10.49%Energy
10.35%Construction
7.91%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
Axis Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Value Fund Regular Plan Growth is a Value Equity fund and has delivered an annualised return of 22.71% over 3 years. The fund has grown over a period of 3 years. The fund is managed by Axis Mutual Fund. The fund managers are Krishnaa Narayan, Nitin Arora, Sachin Relekar.
Nav of Axis Value Fund as of 10/21/2024 is ₹18.59 with the total AUM as of 10/22/2024 is ₹749.1. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Value Fund was launched on 2021-09-22. The category risk of the fund is Above Average.
The minimum SIP amount for Axis Value Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Value Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Value Fund.
What is Axis Value Fund?
How to invest in Axis Value Fund?
You can invest in Axis Value Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Value Fund?
The minimum sip amount for Axis Value Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the Axis Value Fund Regular Plan Growth?
The expense ratio of the Axis Value Fund Regular Growth is 2.37% for regular plan.
What is the NAV of Axis Value Fund?
Today's Axis Value Fund Regular Growth NAV is ₹18.59.