- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹10463 Cr | ₹1372 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 | -3.81% | -2.56% |
| 6 Month | -1.25% | 0.92% |
| 1 Year | 3.54% | 3.95% |
| 3 Year | 16.18% | 21.63% |
| 5 Year | 20.4% | - |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.36% | 0.82% |
| 1 Year | 5.51% | 11.18% |
| 3 Year | 10.46% | 16.36% |
| 5 Year | 14.42% | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.35% | 19.22% |
| 3 Year | 18.17% | 21.92% |
| 5 Year | 17.47% | - |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 14.73% |
| Sharp | 0.99% | 1.24% |
| Beta | 0.88% | 0.98% |
| Alpha | 2.14% | 5.79% |
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 | 9.22 | 10.09 |
| Large Cap | 61.46 | 58.88 |
| Small Cap | 15.79 | 16.85 |
| Mid Cap | 13.53 | 14.18 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.52 | 2.82 |
| Energy | 9.92 | 6.74 |
| Technology | 9.61 | 10.25 |
| Consumer Cyclical | 8.88 | 10.9 |
| Industrials | 4.96 | 10.23 |
| Basic Materials | 6.6 | 4.36 |
| Financial Services | 34.62 | 34.32 |
| Healthcare | 5.1 | 10.58 |
| Consumer Defensive | 8.7 | 2.17 |
| Communication Services | 0.7 | 3.62 |
| Real Estate | 0.81 | 1.92 |
| Utilities | 1.57 | 2.1 |
Top Comparisons
HDFC Balanced Advantage Fund Regular Growth
3Y Returns16.88%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns8.61%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns21.13%
Kotak Large & Midcap Fund - Growth
3Y Returns18.57%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns22.14%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.45%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.31%
