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BANDHAN Sterling Value Fund vs Axis Value Fund compare
Bandhan Value Fund - Regular Plan - Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10440 Cr | ₹1192 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 07 Mar 2008 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | Nifty 500 Value 50 TRI |
| Turn Over | 15% | 15% |
| Expense Ratio | 1.77 | 2.33 |
| Manager | Ritika Behera | Vinayak Jayanath |
| ISIN Code | INF194K01342 | INF846K013C4 |
| Exits Load | Bandhan Sterling Value 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 | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.1% | -1.03% |
| 6 Month | 4.09% | 6.92% |
| 1 Year | 2.82% | 3.23% |
| 3 Year | 17.22% | 22.25% |
| 5 Year | 22.82% | - |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.72% | 1.52% |
| 1 Year | 9.98% | 12.15% |
| 3 Year | 12.91% | 18.04% |
| 5 Year | 16.2% | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.57% | 22.08% |
| 3 Year | 18.23% | 21.38% |
| 5 Year | 17.42% | - |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.92% | 13.54% |
| Sharp | 0.86% | 1.07% |
| Beta | 0.88% | 0.99% |
| Alpha | 2.68% | 6.03% |
Fund Managers
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ritika Behera | Vinayak Jayanath |
| Total AUM | ₹43013 Cr | ₹0 Cr |
| Funds Managed | 19 | 18 |
| Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.27 | 7.27 |
| Large Cap | 61.27 | 57.62 |
| Small Cap | 15.7 | 20.14 |
| Mid Cap | 13.76 | 14.96 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.55 | 1.04 |
| Energy | 9.86 | 6.24 |
| Technology | 9.5 | 12.17 |
| Industrials | 4.7 | 10.76 |
| Basic Materials | 7.14 | 4.04 |
| Financial Services | 33.97 | 33.15 |
| Healthcare | 5.2 | 10.38 |
| Consumer Defensive | 8.17 | 2.39 |
| Consumer Cyclical | 9.56 | 11.78 |
| Communication Services | 0.71 | 3.66 |
| Real Estate | 1.06 | 2.55 |
| Utilities | 1.56 | 1.83 |
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