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Axis Value Fund vs Nippon India Value Fund compare

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tortoise-icon Nippon India 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 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

Trailing Lumpsum Returns

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
1 Month -2.2% -1.56%
6 Month 5.91% 5.59%
1 Year -1.09% -0.6%
3 Year 22.92% 22.99%
5 Year 26.78% -

SIP Return Analysis

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month 4.79% 5.24%
1 Year 5.29% 5.07%
3 Year 21.37% 21.44%
5 Year 21.89% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
Standard Deviation 14.16% 14.50%
Sharp 1.35% 1.33%
Beta 0.98% 0.99%
Alpha 5.18% 5.29%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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