Axis Value Fund is an open ended equity scheme following a value investment strategy. It aims to achieves this by constructing a diversified portfolio using the principles of value investing. The fund aims to identify stocks with potential for improvement and re-rating over the long term.
Axis Value Fund offers several reasons to consider it:
- Valuations: It seeks out companies trading at lower multiples in their industries.
- Fundamentals-Based: The fund focuses on opportunities to improve Return on Equity (ROE) during economic cycles, potential long-term earnings growth, and prudent leverage management.
- Medium to Long-Term Focus: It aims to create wealth through multiples re-rating and by navigating economic cycles effectively.
- Integrated Risk Management: The fund emphasizes portfolio risk management.
- Strong Management: It benefits from a management team with solid execution capabilities and a commitment to good governance.
Axis Value Fund stands out due to its value investing approach. It actively seeks companies with strong fundamentals trading at reasonable valuations. This focus allows the fund to identify opportunities, especially during market volatility.
Axis Value Fund helps you find good deals in the market, especially when it is overpriced. It lets you invest in stocks that are undervalued but have potential to grow, especially when the market is low.
As per the fund manager's view, earnings in sectors like banking, industrials, and auto have been largely in line with market estimates. However, the IT sector has faced challenges due to global economic conditions. Axis Value Fund is well-positioned to navigate these market dynamics and identify value stocks. *
*Current portfolio allocation is based on the current market conditions and is subject to changes depending on the fund manager’s view of the markets. Please refer SID, for detail Asset Allocation & Investment strategy of the Scheme