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Value Research Rating
As on 27-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Axis Value Fund - Direct Plan
|
|
Very High
|
Please wait... |
1.08 |
||
 |
|
Very High
|
Please wait... |
1.11 |
||
|
|
Very High
|
Please wait... |
0.78 |
||
 |
|
Very High
|
Please wait... |
0.72 |
||
|
|
Very High
|
Please wait... |
0.70 |
1 min read•By News Desk
Axis Value Fund - Direct Plan follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is.
Mutual funds can be bought directly from the website of the fund house. For instance, Axis Value Fund - Direct Plan fund can be purchased from the website of Axis Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Axis Value Fund - Direct Plan is ₹12.9500 as of 28-Sep-2023.
The AUM of Axis Value Fund - Direct Plan Fund is ₹324 Cr as of 31-Aug-2023
The riskometer level of Axis Value Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
4.60
|
|
|
4.07
|
|
|
4.06
|
|
|
3.91
|
|
|
3.34
|
As of 31-Aug-2023, Axis Value Fund - Direct Plan had invested 94.63% in Equity, 3.92% in Debt and 1.45% in Cash & Cash Eq. See More
Axis Value Fund - Direct Plan is 2 years 0 months old. It has delivered 13.70% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
30.81%
|
--
|
--
|
--
|
--
|
13.70%
|
The minimum SIP amount of Axis Value Fund - Direct Plan is ₹100.
No, There is no lock in period in Axis Value Fund - Direct Plan.
The expense ratio of Axis Value Fund - Direct Plan is 1.08%.
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