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Aditya Birla Sun Life Pure Value Fund vs Axis Value Fund compare
Aditya Birla Sun Life Value Fund - Growth Option
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6161 Cr | ₹921 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.57% | 3.27% |
| 6 Month | 1.3% | 1.31% |
| 1 Year | 3.31% | 7.07% |
| 3 Year | 26.84% | 27.87% |
| 5 Year | 26.82% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.95% | 9.42% |
| 1 Year | 8.08% | 9.48% |
| 3 Year | 20.99% | 23.85% |
| 5 Year | 20.89% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.38% | 24.99% |
| 3 Year | 17.66% | 20.47% |
| 5 Year | 17.65% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.69% | 15.05% |
| Sharp | 0.96% | 1.11% |
| Beta | 1.11% | 1.00% |
| Alpha | 2.7% | 5.37% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life 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 Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.19 | 12.87 |
| Large Cap | 47.5 | 54.32 |
| Small Cap | 37.05 | 22.81 |
| Mid Cap | 14.25 | 10 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.19 | 12.38 |
| Petroleum Products | 5.61 | - |
| Gas | 2.72 | - |
| IT - Software | 8.29 | - |
| Auto Components | 6.55 | - |
| Pharmaceuticals & Biotechnology | 6.62 | - |
| Construction | 3.92 | - |
| Finance | 6.61 | - |
| Banks | 13.2 | - |
| Cement & Cement Products | 4.96 | - |
| Industrial Manufacturing | 2.23 | - |
| Electrical Equipment | 2.71 | - |
| Automobiles | 3.51 | - |
| Agricultural Food & other Products | 1.26 | - |
| Industrial Products | 4.42 | - |
| Telecom - Services | 1.46 | - |
| Insurance | 1.65 | - |
| IT - Services | 1.22 | - |
| Diversified FMCG | 1.54 | - |
| Textiles & Apparels | 1.46 | - |
| Chemicals & Petrochemicals | 0.53 | - |
| Diversified Metals | 1.54 | - |
| Realty | 2.55 | - |
| Aerospace & Defense | 1.25 | - |
| Transport Services | 0.39 | - |
| Leisure Services | 0.46 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Retailing | 0.92 | - |
| Capital Markets | 3.36 | - |
| Power | 3.22 | - |
| Transport Infrastructure | 1.5 | - |
| Ferrous Metals | 2.08 | - |
| 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 |
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