83
ValueStrong Buy
Axis Value
Axis · Direct–Growth · rank #1 of 23 by Smart Score
Data updated
Trailing returns
1 Year
3.9%
+8.6% vs index
3 Years
17.0%
+7.6% vs index
5 Years
14.3%
+6.4% vs index
Since launch
15.7%
Year-by-year performance
2022
+0.5%-3.3% vs index
2023
+42.1%+15.6% vs index
2024
+29.7%+14.1% vs index
2025
+6.4%-1.2% vs index
2026
+1.9%+7.9% vs index
Why this score
Axis Value scores 83/100 — the top-rated Value fund of 23 (Strong Buy). It stands out for 5y return and 3y return — beating 97% of peers on 5y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return14.27% · 97th percentile in category
3Y return16.96% · 93rd percentile in category
Sharpe ratio0.75 · 93rd percentile in category
Sortino ratio1.00 · 92nd percentile in category
Expense ratio0.94% · 85th percentile in category
Alpha6.46 · 83rd percentile in category
Top holdings
1.Grasim Industries Ltd5.28%
2.Hindalco Industries Ltd5.2%
3.Coal India Ltd5.19%
4.Oil & Natural Gas Corporation Ltd5.08%
5.State Bank of India5%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.