Axis Asset Management Company Ltd.

Axis Value Fund - Regular Plan - Growth

EquityValue Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return23.9%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.46%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees266.8
  • NAVRupees11.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Tata Motors Limited 7.7
  • ICICI Bank Limited 6.5
  • Mahindra & Mahindra Limited 6.5
  • Tech Mahindra Limited 5.7
  • Gujarat State Petronet Limited 4.9
  • Clearing Corporation of India Limited 4.8
  • Sun Pharmaceutical Industries Limited 4.6
  • Bajaj Holdings & Investment Limited 4.3
  • State Bank of India 4.3
  • Oracle Financial Services Software Limited 4.2
  • Tata Communications Limited 4.1
  • Sectors %
  • Automobiles19.4
  • Finance16.2
  • Banks13.3
  • Internet and Technology12.4
  • Telecom6.2

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