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Axis Value Fund vs HDFC Capital Builder Value Fund compare

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tortoise-icon HDFC Value Fund - Growth Plan

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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 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) ₹7140 Cr ₹921 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 4.29% 2.88%
6 Month 4.95% -0.48%
1 Year 5.95% 4.56%
3 Year 24.63% 27.28%
5 Year 25.39% -

SIP Return Analysis

Scheme Name HDFC Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month 11.4% 8.8%
1 Year 15.03% 9.26%
3 Year 21.42% 22.81%
5 Year 20.53% -

Rolling Lumpsum Returns

Scheme Name HDFC Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Year 14.58% 24.99%
3 Year 15.32% 20.47%
5 Year 14.84% -

Risk Management

Scheme Name HDFC Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Standard Deviation 13.62% 14.50%
Sharp 1.24% 1.33%
Beta 0.95% 0.99%
Alpha 3.42% 5.29%

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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 1.47 5.48
Large Cap 69.64 62.23
Mid Cap 12.75 14.01
Small Cap 16.15 18.28

Sector Allocation

Scheme Name

HDFC Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 1.47 3.42
Energy 2.63 6.24
Technology 10.48 11.34
Industrials 9.2 10.63
Consumer Cyclical 9.01 10.92
Consumer Defensive 7.03 3.4
Healthcare 8.36 9.79
Financial Services 36.01 30.5
Basic Materials 3.07 4.19
Utilities 5.22 3.49
Real Estate 3.36 2.83
Communication Services 4.16 3.25

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