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Axis Value Fund vs HDFC Capital Builder Value Fund compare
HDFC Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7676 Cr | ₹1192 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Feb 1994 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 4.74% | 15% |
| Expense Ratio | 1.84 | 2.33 |
| Manager | Dhruv Muchhal | Vinayak Jayanath |
| ISIN Code | INF179K01426 | INF846K013C4 |
| Exits Load | HDFC Capital Builder Value Fund - 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 | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1% | -1.09% |
| 6 Month | 1.57% | 2.85% |
| 1 Year | 7.39% | 3.8% |
| 3 Year | 18.9% | 23.12% |
| 5 Year | 18.95% | - |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.07% | 3.27% |
| 1 Year | 15.49% | 15.13% |
| 3 Year | 16.73% | 18.16% |
| 5 Year | 17.28% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.88% | 22.08% |
| 3 Year | 17.08% | 21.38% |
| 5 Year | 16.9% | - |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.03% | 13.54% |
| Sharp | 0.86% | 1.07% |
| Beta | 0.98% | 0.99% |
| Alpha | 2.74% | 6.03% |
Fund Managers
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vinayak Jayanath |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 18 |
| HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.32 | 7.27 |
| Large Cap | 67.29 | 57.62 |
| Small Cap | 15.15 | 20.14 |
| Mid Cap | 13.23 | 14.96 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.2 | 1.04 |
| Energy | 3.86 | 6.24 |
| Technology | 9.35 | 12.17 |
| Industrials | 8.03 | 10.76 |
| Consumer Cyclical | 9.67 | 11.78 |
| Financial Services | 35.69 | 33.15 |
| Consumer Defensive | 7.24 | 2.39 |
| Healthcare | 7.5 | 10.38 |
| Basic Materials | 3.86 | 4.04 |
| Real Estate | 4.03 | 2.55 |
| Utilities | 5 | 1.83 |
| Communication Services | 4.58 | 3.66 |
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