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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) | ₹6361 Cr | ₹1192 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 | 0.09% | -0.83% |
| 6 Month | 3.45% | 6.2% |
| 1 Year | -2.71% | 1.59% |
| 3 Year | 19.1% | 22.04% |
| 5 Year | 19.45% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.01% | 2.68% |
| 1 Year | 14% | 15.48% |
| 3 Year | 14.26% | 18.54% |
| 5 Year | 16.27% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.08% | 22.08% |
| 3 Year | 18.16% | 21.38% |
| 5 Year | 18.14% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.69% | 13.54% |
| Sharp | 0.84% | 1.07% |
| Beta | 1.14% | 0.99% |
| Alpha | 2.09% | 6.03% |
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 | 7.84 | 7.45 |
| Large Cap | 42.79 | 57.45 |
| Small Cap | 33.53 | 19.28 |
| Mid Cap | 15.83 | 15.82 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.82 | 1.2 |
| Energy | 4.64 | 6.2 |
| Utilities | 3.92 | 2.81 |
| Industrials | 14.62 | 12.48 |
| Technology | 10.89 | 11.35 |
| Consumer Cyclical | 10.78 | 11.15 |
| Healthcare | 8.27 | 10.8 |
| Financial Services | 25.72 | 31.05 |
| Basic Materials | 13.63 | 4.28 |
| Real Estate | 3.02 | 3.25 |
| Consumer Defensive | 1.69 | 2.24 |
| Communication Services | - | 3.19 |
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