Axis Value Fund vs Nippon India Value Fund compare

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Nippon India Value Fund- Growth Plan

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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	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Fund	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8955 Cr	₹989 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	08 Jun 2005	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 500 Value 50 TRI
Turn Over	32%	15%
Expense Ratio	1.84	2.33
Manager	Dhrumil Shah	Vinayak Jayanath
ISIN Code	INF204K01GB3	INF846K013C4
Exits Load	Nippon India 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

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Month	-2.66%	-1.88%
6 Month	5.02%	4.47%
1 Year	-0.38%	0.11%
3 Year	22.47%	22.24%
5 Year	26.38%	-

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
6 Month	3.7%	4.45%
1 Year	1.99%	2.36%
3 Year	19.41%	19.66%
5 Year	20.64%	-

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Year	15.57%	23.21%
3 Year	16.51%	21.29%
5 Year	15.06%	-

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Standard Deviation	13.74%	13.79%
Sharp	1.11%	1.11%
Beta	0.98%	0.99%
Alpha	5.18%	5.29%

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Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Name	Dhrumil Shah	Vinayak Jayanath
Total AUM	₹14011 Cr	₹0 Cr
Funds Managed	5	18
	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	5.47	5.46
Large Cap	54.37	60.55
Mid Cap	20.56	15.2
Small Cap	19.6	18.79

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	3.02	1.82
Financial Services	35.04	30.22
Communication Services	3.2	3.28
Energy	7.82	6.21
Technology	13.06	12.87
Industrials	11.67	11.04
Consumer Cyclical	6.81	10.73
Basic Materials	6.66	4.74
Healthcare	4.13	9.79
Utilities	6.19	3.86
Consumer Defensive	1.72	2.86
Real Estate	0.68	2.58