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  • Axis Mutual Fund
  • Axis Value Fund (Growth)
Axis Mutual Fund

Axis Value Fund (Growth)

EquityDiversified

8.95

NAV (Jun 27)

-11.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years.

Relative Size

238 Cr.

Category View

.

Consistency Of Performance

.

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

8.95

NAV (Jun 27)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-11.6%

6 Month CAGR

-13.1%

Scheme Information

Investment 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.

Expense Ratio

2.62

Launched (1y ago)

Sep 22, 2021

AUM in Crores

237.754

ISIN

INF846K013C4

Lock-in

No Lock-in

Benchmark

Nifty 500 Value 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Hitesh Das

Fund Manager

Jinesh Gopani

Fund Manager

Deepak Agrawal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-06-27

Top Stock Holdings

tata motors ltd

8.4%
8.4%

sun pharmaceuticals industries ltd

7.2%
7.2%

clearing corporation of india ltd

7.1%
7.1%

icici bank ltd

6.3%
6.3%

mahindra & mahindra ltd

6.2%
6.2%
See all holdings

Allocation by Sector

financial services

31.7%
31.7%

consumer cyclical

18.7%
18.7%

technology

12.7%
12.7%

healthcare

8.5%
8.5%

basic materials

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 240,610 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    7%

    13.2%

    4.2%

    6.4%

    7.6%

    9.7%

    11.6%

    5.6%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Axis Value Fund (G) Review

    Axis Value Fund (G) is a Diversified Equity fund and has delivered an annualised return of -11.6% over a period of 0 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Deepak Agrawal, Hitesh Das, Jinesh Gopani.

    Nav of Axis Value Fund (G) as of 6/27/2022 is ₹8.95 with the total AUM as of 6/28/2022 is ₹237.754. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Value Fund (G) was launched on Sep 22, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Value Fund (G) 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 (G) 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 Value 50 TR INR.

    Axis Value Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Value Fund (G).

    Frequently Asked Questions

    What is Axis Value Fund (G)?

    Axis Value Fund (G) is a Diversified Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Value Fund (G)?

    You can invest in Axis Value Fund (G) 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 (G)?

    The minimum sip amount for Axis Value Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Value Fund (G) good to invest in?

    As per Scripbox experts, Axis Value Fund (G) is a Not Reviewed Yet fund. You can investAxis Value Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Value Fund (G)?

    The expense ratio of the Axis Value Fund (G) is 2.62% for regular plan.