Axis Value Fund - Regular Plan - IDCW

Axis Value Fund - Regular Plan - IDCW is a scheme launched by Axis Mutual Fund on September 22, 2021, and falls under the Value fund category. It currently manages an AUM of Rs 1,021.48 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.34% for managing the portfolio.

• Investing Strategy:

  To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

• Performance:

  Axis Value Fund - Regular Plan - IDCW trailing returns over different times are -8.77% (1 year), 19.07% (3 year) and 0% (5 year). The average annual return of this fund stands at -6.75%.