Axis Value fund is an open ended equity scheme following a value investment strategy.
| Good to know
Value Investing |
Investment objective
Axis Value Fund is a mutual fund scheme which aims to make money for investors through a contrarian strategy. For selecting value stocks, the fund has set parameters such as lower valuations, advancing of return on equity (RoE) during cycles, potential for earnings growth in the long run, execution capabilities and good governance.
However, it will also aim to avoid value traps by not investing in stocks which permanently remain cheap. The fund will also keep away from highly leveraged beaten down stocks and deep value stocks for short-term gains.
The portfolio will consist of 50-80% large-cap stocks and 50-20% mid-cap and small-cap stocks. Once the stocks have re-rated, there will be re-allocation.
This fund is suitable for investors who are looking for an alternate route to wealth creation.
Click here to invest in this NFO
Asset allocation
| Instrument | Allocation (% of total assets) | Risk profile | |
| Minimum | Maximum | ||
| Equity and equity-related instruments | 80 | 100 | High |
| Debt and money market instruments | 0 | 20 | Low to medium |
| Units issued by REITs and InvITs | 0 | 10 | Medium to high |
Scheme details
| Name | Axis Value Fund |
| Type | An open ended equity scheme following a value investment strategy |
| Category | Equity Scheme |
| Benchmark | S&P BSE 200 |
| Entry/exit load | Entry: Nil Exit Load: Less than 1 year: Nil More than or equal to 1 year: 1% |
| Fund Manager | Jinesh Gopani |
| Minimum application amount | ₹5,000 and in multiples of ₹1. |
| Expense ratio | Up to 2.25% |
Click here to invest in this NFO
| This product is suitable for investors who are seeking*: | Riskometer |
|
 |
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Note: The above information has been sourced from the Scheme Information Document provided by Axis Asset Management Company. To read the entire document, click here.
Disclaimer: The above article is purely academic in nature and aims to provide knowledge about basic trading concepts & should not be construed as an opinion or advice to invest or trade. RKSV Securities India Private Limited (brand name Upstox) is the distributor of the mutual fund. Mutual fund investments are subject to market risks; please read all the related documents and/or consult your investment advisor before investing. Past performance of an investment asset does not guarantee future returns.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Download the Upstox App Today