FundLens
77
ValueBuy

Axis Value

Axis · Direct–Growth · rank #3 / 21 Smart Score ke hisaab se

Data updated

Axis Value ka score 77/100 hai — 21 mein #3 Value fund (Buy). Mazbooti: 3 saal ka return (category mein 93th percentile) aur Sharpe ratio (category mein 90th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
5.8%
+6.8% index ke muqable
3 saal
18.9%
+7.3% index ke muqable
5 saal
Launch se
16.3%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2022
0.5%
2023
42.1%
2024
29.7%
2025
6.4%
2026
1.2%

Risk metrics

Sharpe ratio
0.96
↑ jitna zyada, utna accha
Sortino ratio
1.18
↑ jitna zyada, utna accha
Std deviation
15.41
↓ jitna kam, utna accha
Alpha
6.11
↑ jitna zyada, utna accha
Beta
0.95
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.