80
ValueStrong Buy
Axis Value
Axis · Direct–Growth · rank #1 of 22 by Smart Score
Data updated
Trailing returns
1 Year
7.2%
+9.3% vs index
3 Years
17.9%
+8.1% vs index
5 Years
—
Since launch
16.6%
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
+4.8%+8.4% vs index
Why this score
Axis Value scores 80/100 — 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 return17.90% · 93rd percentile in category
Sharpe ratio0.94 · 93rd percentile in category
Sortino ratio1.10 · 92nd percentile in category
Alpha6.43 · 88th percentile in category
Expense ratio0.98% · 80th percentile in category
1Y return7.24% · 79th percentile in category
Top holdings
1.Grasim Industries Ltd5.5%
2.Hindalco Industries Ltd5.31%
3.State Bank of India5.23%
4.Vedanta Ltd5.03%
5.Oil & Natural Gas Corporation Ltd4.93%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.