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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) | ₹6099 Cr | ₹1005 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 | -2.83% | -0.11% |
| 6 Month | 8.37% | 10.59% |
| 1 Year | -6.84% | 0.05% |
| 3 Year | 19.69% | 22.1% |
| 5 Year | 22.58% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.84% | 3.36% |
| 1 Year | -3.88% | 3.31% |
| 3 Year | 14.01% | 19.4% |
| 5 Year | 16.57% | - |
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% | 13.79% |
| Sharp | 0.92% | 1.11% |
| Beta | 1.1% | 0.98% |
| Alpha | 2.01% | 5.49% |
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 | 9.24 | 5.7 |
| Large Cap | 47.36 | 58.19 |
| Small Cap | 33.33 | 19.26 |
| Mid Cap | 10.07 | 16.84 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.3 | 1.91 |
| Energy | 5.13 | 5.88 |
| Utilities | 5.66 | 3.88 |
| Technology | 10.88 | 12.44 |
| Consumer Cyclical | 8.3 | 10.62 |
| Healthcare | 7.13 | 11.42 |
| Industrials | 13.79 | 10.62 |
| Financial Services | 23.5 | 30.3 |
| Basic Materials | 13.52 | 4.93 |
| Real Estate | 3.31 | 2.46 |
| Consumer Defensive | 3.36 | 2.67 |
| Communication Services | 1.12 | 2.88 |
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