Axis Value Fund

Axis Mutual Fund

By Rajendra Oct 29, 2022 Scheme Analysis

Investment Strategy

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Top 5 Holding

Sun Pharma Tata Motor Mahindra & Mahindra ICICI Bank SBI 7.20 6.91 6.81 6.54 6.04 Total 32.50

Investment Strategy

[{"selector":"#anim-f37c6741-b8fc-4cd9-a3b2-acf196f4d041","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-e36c6569-742e-4635-bac6-7e440772f7b4","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] -Screened stocks evaluated on fundamental metrics -Avoid value traps

Financial Service

32.11 17.75 10.26 8.49 5.95

Investment Strategy

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Market Cap Exposure

[{"selector":"#anim-bea640fd-d1df-4c20-9e1e-8bd37a578102","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-10a71fb4-c3ef-44ce-a5b5-2cc830031cb1","keyframes":{"transform":["rotate(-120deg) translate3d(0px, -59.64385%, 0) rotate(120deg)","rotate(-120deg) translate3d(0px, 0px, 0) rotate(120deg)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9cf0e4da-8425-4f44-85ce-239cc738daea","keyframes":[{"transform":"scale(1)","offset":0},{"transform":"scale(1.5)","offset":0.33},{"transform":"scale(0.95)","offset":0.66},{"transform":"scale(1)","offset":1}],"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap 64.19% 17.68% Small Cap 10.41%

Scheme Performance

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Axis Mutual Fund

Axis Value Fund

Category

Inception

Benchmark

AUM - 263 Cr

Fund Manager

Jinesh Gopani & Hitesh Das

Axis Value Fund

Investment Strategy

Top 5 Holding

Investment Strategy

Financial Service

Automobile

IT

Top 5 Sector

Telecom

Healthcare

Investment Strategy

Market Cap Exposure

Axis Value Fund

Scheme Performance

Exit Load

Period

Returns

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