Axis Value Fund vs Tata Equity PE Fund Regular Plan compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8681 Cr | ₹749 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Jun 2004 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 48.01% | 15% |
| Expense Ratio | 1.78 | 2.34 |
| Manager | Amey Sathe | Vinayak Jayanath |
| ISIN Code | INF277K01451 | INF846K013C4 |
| Exits Load | Tata Equity PE Fund - Regular Plan - 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 | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.12% | 2.57% |
| 6 Month | 9.82% | 17.51% |
| 1 Year | 30.24% | 37.35% |
| 3 Year | 23.04% | 22.06% |
| 5 Year | 21.5% | - |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.07% | 29.4% |
| 3 Year | 29.06% | 31.78% |
| 5 Year | 25.99% | - |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.13% | 27.92% |
| 3 Year | 16.47% | 20.54% |
| 5 Year | 14.86% | - |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 14.73% |
| Sharp | 1.03% | - |
| Beta | 0.96% | - |
| Alpha | 5.16% | - |
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| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amey Sathe | Vinayak Jayanath |
| Total AUM | ₹11910 Cr | ₹0 Cr |
| Fund Manage | 4 | 18 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.82 | 8.36 |
| Mid Cap | 15.6 | 15.41 |
| Large Cap | 50.82 | 55.53 |
| Small Cap | 24.76 | 20.69 |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.82 | 3.82 |
| Cement & Cement Products | 1.38 | - |
| Petroleum Products | 4.61 | - |
| Textiles & Apparels | 3.68 | - |
| Banks | 18.13 | - |
| Aerospace & Defense | 0.9 | - |
| IT - Software | 4.8 | - |
| Leisure Services | 0.83 | - |
| Pharmaceuticals & Biotechnology | 5.72 | - |
| Consumer Durables | 2.05 | - |
| Capital Markets | 5.19 | - |
| Finance | 10.65 | - |
| Telecom - Services | 2.5 | - |
| Diversified FMCG | 3.55 | - |
| Automobiles | 2.64 | - |
| Construction | 0.62 | 7.02 |
| Gas | 0.88 | - |
| Oil | 1.44 | - |
| Auto Components | 2.84 | - |
| Entertainment | 1.69 | - |
| Industrial Products | 0.73 | - |
| Consumable Fuels | 4.12 | - |
| Minerals & Mining | 1.08 | - |
| Power | 5.86 | - |
| Retailing | 1.68 | - |
| Beverages | 3.61 | - |
| Energy | - | 9.98 |
| Technology | - | 5.11 |
| Consumer Staples | - | 1.72 |
| Financial | - | 18.59 |
| Healthcare | - | 10.7 |
| Metals & Mining | - | 3.03 |
| Capital Goods | - | 8.99 |
| Insurance | - | 1.71 |
| 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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