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Axis Value Fund vs BANDHAN Sterling Value Fund compare
Bandhan Value Fund - Regular Plan - Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹9942 Cr | ₹1073 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 07 Mar 2008 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | Nifty 500 Value 50 TRI |
| Turn Over | 15% | 15% |
| Expense Ratio | 1.77 | 2.33 |
| Manager | Ritika Behera | Vinayak Jayanath |
| ISIN Code | INF194K01342 | INF846K013C4 |
| Exits Load | Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.19% | 0.27% |
| 6 Month | 10.08% | 13.13% |
| 1 Year | -5.06% | -1.37% |
| 3 Year | 17.81% | 23.3% |
| 5 Year | 26.94% | - |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.41% | 3.3% |
| 1 Year | 8.34% | 12.23% |
| 3 Year | 13.67% | 19.62% |
| 5 Year | 17.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.91% | 22.08% |
| 3 Year | 17.74% | 21.38% |
| 5 Year | 16.99% | - |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.88% | 13.56% |
| Sharp | 0.85% | 1.13% |
| Beta | 0.87% | 0.98% |
| Alpha | 2.01% | 6.07% |
Fund Managers
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ritika Behera | Vinayak Jayanath |
| Total AUM | ₹43013 Cr | ₹0 Cr |
| Funds Managed | 19 | 18 |
| Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.21 | 6.51 |
| Large Cap | 61.79 | 58.7 |
| Small Cap | 16.04 | 18.27 |
| Mid Cap | 12.96 | 16.53 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.66 | 1.71 |
| Energy | 9.14 | 5.71 |
| Technology | 8.97 | 12.5 |
| Basic Materials | 8.18 | 4.67 |
| Industrials | 5.41 | 10.25 |
| Financial Services | 32.47 | 29.01 |
| Healthcare | 5.2 | 11.62 |
| Consumer Cyclical | 10.88 | 12.04 |
| Consumer Defensive | 7.63 | 3.04 |
| Communication Services | 0.55 | 3 |
| Real Estate | 0.83 | 2.73 |
| Utilities | 2.08 | 3.73 |
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