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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) | ₹6950 Cr | ₹785 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 | 2.7% | 2.79% |
| 6 Month | -1.32% | -4.35% |
| 1 Year | 5.95% | 6.43% |
| 3 Year | 23.84% | 26.93% |
| 5 Year | 25.99% | - |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.6% | 5.91% |
| 1 Year | 7.96% | 3.51% |
| 3 Year | 19.9% | 21.78% |
| 5 Year | 19.65% | - |
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 | 14.249% | 14.624% |
| Sharp | 0.598% | 0.892% |
| Beta | 0.965% | 1.009% |
| Alpha | 2.056% | 4.878% |
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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 | 1.55 | 12.87 |
| Large Cap | 67.83 | 54.32 |
| Mid Cap | 13.77 | 10 |
| Small Cap | 16.85 | 22.81 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.55 | 12.38 |
| Communication Services | 4.97 | 3.35 |
| Technology | 12.29 | 11.68 |
| Consumer Defensive | 8.24 | 2.83 |
| Industrials | 8.53 | 9.27 |
| Consumer Cyclical | 9.82 | 11.04 |
| Healthcare | 9.02 | 11.75 |
| Energy | 2.31 | 4.08 |
| Financial Services | 31.78 | 22.13 |
| Basic Materials | 2.97 | 3.51 |
| Utilities | 4.93 | 3.32 |
| Real Estate | 3.59 | 4.66 |
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