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Axis Value Fund vs Tata Equity PE Fund Regular Plan compare

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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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 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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