76
ValueBuy
Axis Value
Axis · Direct–Growth · rank #3 of 21 by Smart Score
Trailing returns
1 Year
7.0%
+6.5% vs index
3 Years
19.4%
+7.2% vs index
5 Years
—
Since launch
16.7%
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
+2.5%+4.2% vs index
Why this score
Axis Value scores 76/100 — #3 of 21 Value fund (Buy). It stands out for 3y return and sharpe ratio — beating 93% of peers on 3y 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.
3Y return19.42% · 93rd percentile in category
Sharpe ratio0.96 · 90th percentile in category
Alpha6.11 · 83rd percentile in category
Sortino ratio1.25 · 83rd percentile in category
Expense ratio1.04% · 74th percentile in category
1Y return7.03% · 74th percentile in category