Aditya Birla Sun Life Pure Value Fund vs Axis Value Fund compare

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Aditya Birla Sun Life Pure Value Fund - Growth Option

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Axis Value Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Fund	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5929 Cr	₹785 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	27 Mar 2008	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 500 Value 50 TRI
Turn Over	83%	15%
Expense Ratio	1.88	2.33
Manager	Dhaval Joshi	Vinayak Jayanath
ISIN Code	INF209K01LF3	INF846K013C4
Exits Load	Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Month	0.47%	1.88%
6 Month	-9.45%	-4.57%
1 Year	-0.68%	10.44%
3 Year	17.2%	21.1%
5 Year	25.92%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
6 Month	-2.47%	-0.62%
1 Year	-12.26%	-4.86%
3 Year	16.61%	21.29%
5 Year	18.8%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Year	14.12%	28.41%
3 Year	17.65%	20.86%
5 Year	17.36%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Standard Deviation	15.69%	14.624%
Sharp	0.62%	0.892%
Beta	1.14%	1.009%
Alpha	3.06%	4.878%

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Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Name	Dhaval Joshi	Vinayak Jayanath
Total AUM	₹361932 Cr	₹0 Cr
Funds Managed	55	18
	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	1.46	12.87
Large Cap	44.24	54.32
Small Cap	39.56	22.81
Mid Cap	14.55	10

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	1.46	12.38
Petroleum Products	4.87	-
Gas	2.9	-
IT - Software	9.23	-
Auto Components	9.04	-
Pharmaceuticals & Biotechnology	7.75	-
Construction	3.49	-
Finance	6.79	-
Cement & Cement Products	5.66	-
Industrial Manufacturing	2.36	-
Banks	8.16	-
Electrical Equipment	2.45	-
Automobiles	4.84	-
Paper, Forest & Jute Products	0.07	-
Agricultural Food & other Products	1.19	-
Industrial Products	4.41	-
Telecom - Services	1.14	-
Insurance	2.06	-
IT - Services	1.43	-
Diversified FMCG	1.58	-
Textiles & Apparels	1.59	-
Chemicals & Petrochemicals	0.58	-
Diversified Metals	1.59	-
Realty	2.66	-
Transport Services	0.42	-
Leisure Services	0.67	-
Fertilizers & Agrochemicals	0.75	-
Retailing	0.93	-
Capital Markets	3.09	-
Power	2.91	-
Transport Infrastructure	1.15	-
Ferrous Metals	2.18	-
Aerospace & Defense	0.41	-
Energy	-	4.08
Technology	-	11.68
Healthcare	-	11.75
Industrials	-	9.27
Financial Services	-	22.13
Consumer Defensive	-	2.83
Basic Materials	-	3.51
Consumer Cyclical	-	11.04
Real Estate	-	4.66
Utilities	-	3.32
Communication Services	-	3.35