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

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Aditya Birla Sun Life Pure Value Fund - Growth Option

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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 Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Fund	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5929 Cr	₹785 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

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Month	4.74%	2.79%
6 Month	-5.96%	-4.35%
1 Year	2.96%	6.43%
3 Year	25.36%	26.93%
5 Year	26.67%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
6 Month	7.84%	5.91%
1 Year	2.29%	3.51%
3 Year	18.94%	21.78%
5 Year	19.68%	-

Scheme Name	Aditya Birla Sun Life Pure 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%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Standard Deviation	15.69%	14.624%
Sharp	0.96%	0.892%
Beta	1.11%	1.009%
Alpha	2.7%	4.878%

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Scheme Name	Aditya Birla Sun Life Pure 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 Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Pure 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

Scheme Name	Aditya Birla Sun Life Pure 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