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

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Pure Value Fund - Growth Option

Invest Now

tortoise-icon Axis Value Fund - Regular Plan - Growth

Invest Now

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) ₹6416 Cr ₹749 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 1.86 2.34
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 Pure Value Fund - Growth Option Axis Value Fund - Regular Plan - Growth
1 Month -6.22% -5.78%
6 Month -7.14% -2.51%
1 Year 4.83% 15.18%
3 Year 17.8% 20.13%
5 Year 20.28% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year -5.77% 3.89%
3 Year 20.29% 24.04%
5 Year 21.67% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Axis Value Fund - Regular Plan - Growth
1 Year 14.12% 28.41%
3 Year 17.65% 20.86%
5 Year 17.36% -

Risk Management

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Axis Value Fund - Regular Plan - Growth
Standard Deviation 15.69% 14.73%
Sharp 0.82% -
Beta 1.11% -
Alpha 4.22% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Fund Manage 55 18
Aditya Birla Sun Life Pure Value Fund - Growth Option Axis Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

Axis Value Fund - Regular Plan - Growth

Others 1.18 8.36
Small Cap 42.5 20.69
Large Cap 48.24 55.53
Mid Cap 7.69 15.41

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

Axis Value Fund - Regular Plan - Growth

Others 1.18 3.82
Realty 2.98 -
Petroleum Products 3.39 -
Gas 2.68 -
IT - Software 10.14 -
Auto Components 8.39 -
Construction 4 7.02
Finance 5.19 -
Banks 11.32 -
Pharmaceuticals & Biotechnology 7.85 -
Cement & Cement Products 4.82 -
Industrial Manufacturing 2.46 -
Automobiles 3.4 -
Paper, Forest & Jute Products 0.21 -
Agricultural Food & other Products 1.44 -
Industrial Products 4.24 -
Insurance 2.8 1.71
IT - Services 1.14 -
Non - Ferrous Metals 0.78 -
Diversified FMCG 1.62 -
Textiles & Apparels 1.75 -
Electrical Equipment 2.64 -
Chemicals & Petrochemicals 0.36 -
Diversified Metals 1.52 -
Oil 1.1 -
Transport Services 0.43 -
Leisure Services 0.66 -
Capital Markets 3.52 -
Consumable Fuels 0.52 -
Retailing 0.41 -
Power 3.89 -
Ferrous Metals 1.94 -
Aerospace & Defense 0.44 -
Transport Infrastructure 0.4 -
Energy - 9.98
Technology - 5.11
Consumer Staples - 1.72
Financial - 18.59
Healthcare - 10.7
Metals & Mining - 3.03
Capital Goods - 8.99
Automobile - 13.4
Services - 5.02
Communication - 3.53
Consumer Discretionary - 2.4
Diversified - 1.62
Materials - 2.85
Chemicals - 0.5

Top Comparisons

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns6.34%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns8.45%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns19.4%

VS

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns18.48%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns19.71%

Compare Now

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns7.68%

Compare Now
Request call back
Add to Cart Successfully