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Axis Value Fund vs Nippon India Value Fund compare
Nippon India Value Fund- Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
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) | ₹9173 Cr | ₹1151 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 | 2.8% | 3.37% |
| 6 Month | 6.9% | 9.33% |
| 1 Year | 8.64% | 9.15% |
| 3 Year | 21.88% | 22.61% |
| 5 Year | 24.31% | - |
SIP Return Analysis
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.49% | 4.33% |
| 1 Year | 14.71% | 16.64% |
| 3 Year | 19.29% | 20.06% |
| 5 Year | 19.92% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.85% | 22.08% |
| 3 Year | 17.19% | 21.38% |
| 5 Year | 15.03% | - |
Risk Management
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.70% | 13.55% |
| Sharp | 1.05% | 1.12% |
| Beta | 1.01% | 0.98% |
| Alpha | 4.85% | 5.96% |
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 | 8.82 | 7.45 |
| Large Cap | 58 | 57.45 |
| Mid Cap | 19.79 | 15.82 |
| Small Cap | 13.39 | 19.28 |
Sector Allocation
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.72 | 1.2 |
| Communication Services | 3.19 | 3.19 |
| Energy | 7.22 | 6.2 |
| Technology | 13.71 | 11.35 |
| Consumer Cyclical | 9.16 | 11.15 |
| Industrials | 9.38 | 12.48 |
| Financial Services | 33.37 | 31.05 |
| Basic Materials | 7.58 | 4.28 |
| Healthcare | 4.28 | 10.8 |
| Utilities | 5.62 | 2.81 |
| Consumer Defensive | 1.45 | 2.24 |
| Real Estate | 0.33 | 3.25 |
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