78
ValueStrong Buy
Axis Value
Axis · Direct–Growth · rank #1 of 22 by Smart Score
Data updated
Trailing returns
1 Year
12.6%
+9.6% vs index
3 Years
19.0%
+7.4% vs index
5 Years
—
Since launch
17.0%
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
+6.0%+8.0% vs index
Why this score
Axis Value scores 78/100 — the top-rated Value fund of 22 (Strong 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 return18.99% · 93rd percentile in category
Sharpe ratio0.96 · 90th percentile in category
Sortino ratio1.19 · 92nd percentile in category
Alpha6.11 · 83rd percentile in category
Expense ratio1.00% · 79th percentile in category
1Y return12.60% · 79th percentile in category
Top holdings
1.Oil & Natural Gas Corporation Ltd5.13%
2.Hindalco Industries Ltd5.07%
3.State Bank of India5.04%
4.Grasim Industries Ltd5.03%
5.Power Grid Corporation of India Ltd4.96%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.