Investment Objective
Axis Value Fund seeks to generate consistent long-term capital appreciation for its investors by investing primarily in equity and equity related securities through value investing strategy.
Investment Strategy
- The fund aims to capture the long term appreciation of stocks, which have the potential to improve and re rate.
- The fund’s investment process involves four parameters:-
- Valuation Screening: It prefers companies having relatively lower valuations within their industry or sectors.
- Stock Evaluation: The scheme evaluates stocks on fundamental metrics and avoids value traps.
- Portfolio Construction: For stock selection, the scheme factors in the upside potential of stocks and considers their risk metrics.
- Portfolio Monitoring: It regularly monitors its portfolio to reallocate from stocks after their re-rating and looks for emerging opportunities.
- It retains a flexible approach to invest across market capitalization.
- It follows a diversified sector allocation approach with a bias towards companies having high potential.
- The scheme follows a fundamentally driven approach with an integrated risk management framework.
- It also aims to provide investment style diversification within the portfolio.
Who Should Invest
- Investors having an investment horizon of 5 years and above and seeking to invest in equities by following a value investment strategy.
- Those having sufficient patience as value opportunities may take longer time to play out.
- Those seeking exposure to reasonably valued and fundamentally strong companies.
- Investors comfortable with short-term volatility and equity market cycles.