Compare funds
| Axis Value Fund - Direct Plan - Growth Option | |
|---|---|
| category | Value Fund |
| benchmark | NIFTY 500 |
| history from | 2021-09-28 |
| rating (overall) | ★★★★★ |
| 3y / 5y / 10y stars | 5 / 5 / - |
| return 1Y | 8.69% |
| return 3Y | 19.02% |
| return 5Y | 15.53% |
| return 10Y | - |
| vs benchmark 1Y | 9.15% |
| vs benchmark 3Y | 7.47% |
| vs benchmark 5Y | 6.68% |
| 3y volatility | 15.38% |
| 3y worst fall | -17.14% |
| 3y Sharpe | 0.77 |
| 3y Sortino | 1.17 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 1st of 21 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.