Axis Value Fund vs BANDHAN Sterling Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon 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 BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7774 Cr ₹429 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 07 Mar 2008 15 Sep 2021
Category Value Value
Fund Type Open Ended Open Ended
Benchmark S&P BSE 500 TRI Nifty 500 Value 50 TRI
Turn Over 15% 15%
Expense Ratio 1.78 2.45
Manager Ritika Behera Vinayak Jayanath
ISIN Code INF194K01342 INF846K013C4
Exits Load If unit beyond 10%, Exit load of 1% if redeemed within 1 year./365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
1 Month 3.94% 5.76%
6 Month 18.52% 21.72%
1 Year 41.17% 49%
3 Year 24.22% -
5 Year 24.91% -

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 18.1% 20.18%
3 Year 46.48% 48.25%
5 Year 109.75% 48.25%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
1 Year 31.6% 23.75%
3 Year 80.26% 55.07%
5 Year 116.4% 55.07%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
Standard Deviation 13.04% 14.73%
Sharp 1.24% -
Beta 0.82% -
Alpha 0.43% -

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
Name Ritika Behera Vinayak Jayanath
Total AUM ₹43013 Cr ₹0 Cr
Fund Manage 19 18
BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Axis Value Fund - Regular Plan - Growth

Others 5.95 8.36
Large Cap 59.25 55.53
Mid Cap 17.42 15.41
Small Cap 17.41 20.69

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Axis Value Fund - Regular Plan - Growth

Others 4.97 3.82
Financial 24.04 18.59
Energy 10.42 9.98
Metals & Mining 5.68 3.03
Capital Goods 6.4 8.99
Automobile 9.44 13.4
Technology 6.17 5.11
Consumer Staples 6.74 1.72
Healthcare 7.19 10.7
Insurance 3.33 1.71
Materials 3.55 2.85
Construction 4.27 7.02
Services 4.94 5.02
Consumer Discretionary 1.09 2.4
Communication 1.07 3.53
Chemicals 0.73 0.5
Diversified - 1.62

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