Axis Value Fund vs Nippon India Value Fund compare
Nippon India Value Fund- Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹8186 Cr | ₹620 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Jun 2005 | 15 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 | 2.38 |
| Manager | Dhrumil Shah | Vinayak Jayanath |
| ISIN Code | INF204K01GB3 | INF846K013C4 |
| Exits Load | For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.47% | 3.98% |
| 6 Month | 21.69% | 24.27% |
| 1 Year | 55.32% | 52.27% |
| 3 Year | 26.17% | - |
| 5 Year | 27.47% | - |
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.08% | 20.18% |
| 3 Year | 54.3% | 48.25% |
| 5 Year | 104.08% | 48.25% |
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.4% | 23.75% |
| 3 Year | 74.64% | 55.07% |
| 5 Year | 112.98% | 55.07% |
| 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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| 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 |
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Large Cap | 54.51 | 55.53 |
| Mid Cap | 20.67 | 15.41 |
| Others | 3.16 | 8.36 |
| Small Cap | 21.66 | 20.69 |
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Financial | 26.84 | 18.59 |
| Energy | 12.5 | 9.98 |
| Technology | 6.25 | 5.11 |
| Construction | 5.88 | 7.02 |
| Communication | 3.61 | 3.53 |
| Capital Goods | 12.33 | 8.99 |
| Others | 2.67 | 3.82 |
| Metals & Mining | 6.78 | 3.03 |
| Automobile | 5.33 | 13.4 |
| Healthcare | 5.44 | 10.7 |
| Materials | 2.94 | 2.85 |
| Consumer Discretionary | 2.51 | 2.4 |
| Services | 3.7 | 5.02 |
| Textiles | 1.02 | - |
| Insurance | 1 | 1.71 |
| Consumer Staples | 0.97 | 1.72 |
| Unclassified | 0.23 | - |
| Diversified | - | 1.62 |
| Chemicals | - | 0.5 |
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