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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) | ₹6033 Cr | ₹1073 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 | 3.92% | 3.37% |
| 6 Month | 7.13% | 9.33% |
| 1 Year | 3.62% | 9.15% |
| 3 Year | 19.86% | 22.61% |
| 5 Year | 21.95% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.96% | 3.92% |
| 1 Year | 11.2% | 14.95% |
| 3 Year | 14.55% | 19.51% |
| 5 Year | 16.46% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.32% | 22.08% |
| 3 Year | 18.1% | 21.38% |
| 5 Year | 18.06% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.69% | 13.55% |
| Sharp | 0.87% | 1.12% |
| Beta | 1.13% | 0.98% |
| Alpha | 1.88% | 5.96% |
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 | 9.03 | 6.47 |
| Large Cap | 44.96 | 58.2 |
| Small Cap | 34.32 | 18.8 |
| Mid Cap | 11.7 | 16.52 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.9 | 1.2 |
| Energy | 4.46 | 5.54 |
| Utilities | 5.39 | 3.67 |
| Industrials | 14.55 | 12.13 |
| Technology | 10.96 | 11.29 |
| Consumer Cyclical | 10.91 | 13 |
| Healthcare | 6.69 | 11.76 |
| Financial Services | 23.64 | 28.71 |
| Basic Materials | 12.63 | 4.73 |
| Real Estate | 3.38 | 2.84 |
| Consumer Defensive | 3.49 | 2.28 |
| Communication Services | 0 | 2.84 |
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