Axis Value Fund vs Tata Equity PE Fund Regular Plan compare

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Tata Equity PE Fund Regular Plan -(Growth Option)

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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	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)	₹8068 Cr	₹785 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	1.79	2.33
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	4.76%	6.04%
6 Month	-1.64%	1.13%
1 Year	5.79%	13.43%
3 Year	23.5%	25.7%
5 Year	25.8%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
6 Month	-1.1%	-1.82%
1 Year	-11.13%	-7.64%
3 Year	15.83%	19.05%
5 Year	17.76%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
1 Year	17.28%	28.41%
3 Year	16.64%	20.86%
5 Year	14.99%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.45%	14.624%
Sharp	0.86%	0.892%
Beta	0.97%	1.009%
Alpha	3.52%	4.878%

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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
Funds Managed	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	5.92	12.87
Mid Cap	13.14	10
Large Cap	59.79	54.32
Small Cap	21.15	22.81

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Others	5.92	12.38
Cement & Cement Products	1.25	-
Petroleum Products	4.87	-
Textiles & Apparels	1.16	-
Banks	20.12	-
IT - Software	6.43	-
Leisure Services	0.6	-
Pharmaceuticals & Biotechnology	4.97	-
Consumer Durables	1.28	-
Capital Markets	7.17	-
Telecom - Services	2.97	-
Finance	12.19	-
Diversified FMCG	3.32	-
Automobiles	3.46	-
Gas	0.92	-
Oil	1.21	-
Realty	1.33	-
Entertainment	1.58	-
Auto Components	1.44	-
Industrial Products	0.78	-
Consumable Fuels	4.79	-
Minerals & Mining	1.09	-
Power	5.65	-
Retailing	1.68	-
Beverages	3.82	-
Energy	-	4.08
Technology	-	11.68
Healthcare	-	11.75
Industrials	-	9.27
Financial Services	-	22.13
Consumer Defensive	-	2.83
Basic Materials	-	3.51
Consumer Cyclical	-	11.04
Real Estate	-	4.66
Utilities	-	3.32
Communication Services	-	3.35