AXIS Value Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.1% | - | - | 8.1% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil |
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Fund 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.
Fund Managers
Jinesh Gopani - Asset Under Management - Head of Equities, Axis Asset Management Ltd
With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.
Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.
Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Value .
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- 5,430
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19.5%Fund Size - 5,430
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44.2%Fund Size - 5,430
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14%Fund Size - 5,430
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- Equity .
- Value .
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- 954
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21.9%Fund Size - 954
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38.2%Fund Size - 954
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13.6%Fund Size - 954
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- Equity .
- Value .
-
- 4,832
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15.9%Fund Size - 4,832
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32.1%Fund Size - 4,832
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13.4%Fund Size - 4,832
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- Equity .
- Value .
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- 8,087
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20.5%Fund Size - 8,087
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31.5%Fund Size - 8,087
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13.2%Fund Size - 8,087
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- Equity .
- Value .
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- 28,470
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16.9%Fund Size - 28,470
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31.5%Fund Size - 28,470
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15.8%Fund Size - 28,470
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS Value Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Value Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Value Fund ?
How to redeem AXIS Value Fund holding ?
What is the minimum sip amount of AXIS Value Fund?
What are the top sectors AXIS Value Fund has invested in??
- Tata Motors - 7.77%
- ICICI Bank - 6.53%
- M & M - 6.51%
- Tech Mahindra - 5.75%
- Guj.St.Petronet - 4.93%
How much returns have AXIS Value Fund generated ?
What is the expense ratio of AXIS Value Fund ?
What is the AUM of AXIS Value Fund?
What are the top stock holdings of AXIS Value Fund?
- Tata Motors - 7.77%
- ICICI Bank - 6.53%
- M & M - 6.51%
- Tech Mahindra - 5.75%
- Guj.St.Petronet - 4.93%