Unlike traditional value investing that focuses mainly on low valuations (risking “value traps”), Axis Value Fund combines:• Valuation discipline: looks for companies trading at reasonable, lower multiples.• Fundamentals focus: prefers businesses with strong balance sheets, RoE/cash flow potential, or management turnaround stories.• Medium-to-long term outlook: aims to capture wealth creation through sector cycles and earnings re-rating.

Yes, SIPs in Axis Value Fund allow investors to gradually build exposure to value opportunities while managing volatility through rupee-cost averaging.Mutual Fund investments are subject to market risks, read all scheme related documents carefully

Investors should ideally have a medium-to-long term horizon of 5 years or more to potentially benefit from sector cycles, valuation re-rating, and earnings growth.

• Market dynamics are expected to be influenced by cyclicals, capex-driven segments, and utilities.• Valuations are relatively rich, but opportunities remain in mid- and small-cap spaces where earnings growth is visible.• Sectors like financials, industrials, B2B companies, and utilities are likely to benefit from India’s growth phase.• The fund remains selectively positioned to capture these opportunities while managing risk.

Investors who:• Prefer a value-style investment approach but want to avoid traditional pitfalls.• Seek exposure to reasonably valued, fundamentally strong businesses.• Have a medium- to long-term investment horizon (5 years+).• Are comfortable with equity market cycles and short-term volatility.

Axis Value Fund is an open-ended equity scheme that follows a differentiated value investing strategy. The fund seeks to provide long-term capital growth by investing in stocks that are trading below their intrinsic value but have strong fundamentals and the potential to improve and re-rate over time.

The fund follows a two-pronged framework:1. Valuations – Identify companies trading at attractive multiples relative to peers/sectors.2. Fundamentals – Check for strong balance sheets, RoE, cash flow generation, sector tailwinds, and capable management.

• Opportunity to benefit from earnings growth within sectors and economic cycles.• Avoids highly leveraged or structurally weak companies.• Provides exposure to management turnaround and sector dynamism.• Integrated risk management with disciplined portfolio construction.• Aims for wealth creation via an alternative, fundamentally driven route.

To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy. There is no assurance that the investment objective of the Scheme will be achieved.

Equity investments are subject to market risk, volatility, and economic cycles. Value opportunities may take longer to play out, requiring investor patience. The fund’s embedded risk management process aims to mitigate such risks.

The fund avoids:
• Highly leveraged businesses.
• Companies with weak governance or poor fundamentals.
• “Value traps” — low-valuation companies unlikely to recover due to structural issues.