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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) | ₹7267 Cr | ₹1073 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 | 5.42% | 4.78% |
| 6 Month | 9.47% | 11.18% |
| 1 Year | 6.11% | 6.11% |
| 3 Year | 19.65% | 23.55% |
| 5 Year | 23.05% | - |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.29% | 3.97% |
| 1 Year | 15.98% | 14.62% |
| 3 Year | 18.46% | 20.49% |
| 5 Year | 18.34% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.2% | 22.08% |
| 3 Year | 15.45% | 21.38% |
| 5 Year | 15.1% | - |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.12% | 13.56% |
| Sharp | 0.92% | 1.13% |
| Beta | 0.98% | 0.98% |
| Alpha | 2.91% | 6.07% |
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 | 2.74 | 6.47 |
| Large Cap | 68.91 | 58.2 |
| Mid Cap | 11.86 | 16.52 |
| Small Cap | 16.5 | 18.8 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.83 | 1.2 |
| Energy | 4.59 | 5.54 |
| Technology | 8.42 | 11.29 |
| Industrials | 8.28 | 12.13 |
| Consumer Cyclical | 9.78 | 13 |
| Consumer Defensive | 7.69 | 2.28 |
| Financial Services | 34.9 | 28.71 |
| Healthcare | 7.57 | 11.76 |
| Basic Materials | 4.11 | 4.73 |
| Utilities | 5.28 | 3.67 |
| Communication Services | 4.25 | 2.84 |
| Real Estate | 3.3 | 2.84 |
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