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

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tortoise-icon Aditya Birla Sun Life Value Fund - Growth Option

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tortoise-icon 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 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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