Axis Value
Axis Value Fund Growth invests in undervalued Indian companies offering good long-term potential.
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Prolonged economic slowdown in India could depress consumer demand, impacting value stocks.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides exposure to India's most resilient businesses that have demonstrated the ability to grow earnings across economic cycles. These market leaders typically reinvest cash flows into sustainable competitive moats, translating into steady wealth creation without dramatic volatility.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Krishnaa N
Lead Portfolio Manager
Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr
Nitin Arora
Co-Portfolio ManagerNitin Arora has experience of 11 years. Manages 45 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,089 Cr
CW Expert Take
Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.
14 years
Combined Team Experience
₹ 1,61,530 Cr
Assets Under Management
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Axis AMC follows a disciplined, research-driven investment approach.
Risk Management
Robust risk management framework with emphasis on downside protection.
Long-Term Focus
Focuses on long-term wealth creation through prudent capital allocation.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)