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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) | ₹5879 Cr | ₹1021 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 | 3.36% | 3.96% |
| 6 Month | 13.38% | 15.68% |
| 1 Year | -7.02% | -0.26% |
| 3 Year | 19.66% | 22.68% |
| 5 Year | 21.98% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.98% | 4.75% |
| 1 Year | 3.02% | 10.67% |
| 3 Year | 14.72% | 20.44% |
| 5 Year | 16.77% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.74% | 23.21% |
| 3 Year | 17.88% | 21.29% |
| 5 Year | 17.83% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.69% | 13.88% |
| Sharp | 0.75% | 0.97% |
| Beta | 1.12% | 0.99% |
| Alpha | 1.67% | 5.68% |
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 | 8.89 | 6.51 |
| Large Cap | 47.65 | 58.7 |
| Small Cap | 33.93 | 18.27 |
| Mid Cap | 9.53 | 16.53 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.78 | 1.71 |
| Energy | 4.91 | 5.71 |
| Utilities | 5.48 | 3.73 |
| Technology | 11.86 | 11.96 |
| Consumer Cyclical | 9.06 | 12.04 |
| Healthcare | 7.05 | 11.62 |
| Industrials | 14.01 | 10.79 |
| Financial Services | 23.71 | 29.01 |
| Basic Materials | 12.66 | 4.67 |
| Real Estate | 3.17 | 2.73 |
| Consumer Defensive | 3.81 | 3.04 |
| Communication Services | 0.5 | 3 |
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