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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) | ₹6411 Cr | ₹1372 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 | -1.47% | -2.02% |
| 6 Month | 2.07% | 3.28% |
| 1 Year | 8.11% | 9.05% |
| 3 Year | 20.7% | 22.25% |
| 5 Year | 18.79% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.63% | 2.32% |
| 1 Year | 15.24% | 14.49% |
| 3 Year | 13.08% | 16.73% |
| 5 Year | 15.98% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.79% | 19.22% |
| 3 Year | 18.28% | 21.92% |
| 5 Year | 18.2% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.69% | 14.73% |
| Sharp | 0.88% | 1.24% |
| Beta | 1.15% | 0.98% |
| Alpha | 1.64% | 5.79% |
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 | 12.21 | 10.09 |
| Large Cap | 44.31 | 58.88 |
| Small Cap | 28.72 | 16.85 |
| Mid Cap | 14.76 | 14.18 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.86 | 2.82 |
| Energy | 4.26 | 6.74 |
| Utilities | 3.68 | 2.1 |
| Industrials | 13.94 | 10.23 |
| Technology | 11.63 | 10.25 |
| Consumer Cyclical | 12.44 | 10.9 |
| Healthcare | 8.32 | 10.58 |
| Financial Services | 26.73 | 34.32 |
| Basic Materials | 11.49 | 4.36 |
| Real Estate | 2.66 | 1.92 |
| Consumer Defensive | 0.99 | 2.17 |
| Communication Services | - | 3.62 |
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