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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 Risk Very High Risk
Asset Size (Cr) ₹8170 Cr ₹785 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 -4.66% -5.87%
6 Month -7.79% -6.87%
1 Year 7.33% 11.57%
3 Year 19.55% 19.62%
5 Year 21.52% -

SIP Return Analysis

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year -8.05% -4.09%
3 Year 20.04% 20.78%
5 Year 22.65% -

Rolling Lumpsum Returns

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
1 Year 16.53% 28.41%
3 Year 16.05% 20.86%
5 Year 14.88% -

Risk Management

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
Standard Deviation 13.77% 14.73%
Sharp 1.28% -
Beta 1.01% -
Alpha 4.19% -

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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
Fund Manage 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 4.27 8.36
Small Cap 23.51 20.69
Large Cap 55.34 55.53
Mid Cap 16.88 15.41

Sector Allocation

Scheme Name

Nippon India Value Fund- Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 4.27 3.82
Cement & Cement Products 1.22 -
Telecom - Services 3.32 -
Petroleum Products 2.64 -
IT - Software 7.23 -
Construction 4.19 7.02
Consumer Durables 10.63 -
Retailing 0.91 -
Banks 18.68 -
Industrial Products 0.78 -
Healthcare Services 1.54 -
Electrical Equipment 3.74 -
Realty 1.52 -
Capital Markets 3.04 -
Automobiles 2.04 -
Insurance 3.7 1.71
Gas 2.25 -
Non - Ferrous Metals 0.61 -
Finance 7.07 -
Diversified FMCG 1 -
Aerospace & Defense 1.18 -
Diversified Metals 1.47 -
Oil 2.03 -
Fertilizers & Agrochemicals 0.59 -
Consumable Fuels 1.06 -
Pharmaceuticals & Biotechnology 2.85 -
Beverages 0.5 -
Power 4.56 -
Ferrous Metals 1.55 -
Textiles & Apparels 0.84 -
Auto Components 0.94 -
Industrial Manufacturing 0.72 -
Financial Technology (Fintech) 0.88 -
Commercial Services & Supplies 0.45 -
Energy - 9.98
Technology - 5.11
Consumer Staples - 1.72
Financial - 18.59
Healthcare - 10.7
Metals & Mining - 3.03
Capital Goods - 8.99
Automobile - 13.4
Services - 5.02
Communication - 3.53
Consumer Discretionary - 2.4
Diversified - 1.62
Materials - 2.85
Chemicals - 0.5

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