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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) | ₹9964 Cr | ₹1005 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 | -0.56% | -0.43% |
| 6 Month | 8.7% | 10.5% |
| 1 Year | -2.49% | 0.27% |
| 3 Year | 17.76% | 21.99% |
| 5 Year | 27.53% | - |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 3.36% |
| 1 Year | -0.03% | 3.31% |
| 3 Year | 13.49% | 19.4% |
| 5 Year | 17.8% | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.24% | 23.21% |
| 3 Year | 17.87% | 21.29% |
| 5 Year | 16.89% | - |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.97% | 13.79% |
| Sharp | 0.95% | 1.11% |
| Beta | 0.85% | 0.98% |
| Alpha | 2.74% | 5.49% |
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 | 8.95 | 5.7 |
| Large Cap | 61.17 | 58.19 |
| Small Cap | 16.38 | 19.26 |
| Mid Cap | 13.49 | 16.84 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.95 | 1.91 |
| Energy | 9.33 | 5.88 |
| Technology | 8.1 | 12.44 |
| Basic Materials | 7.91 | 4.93 |
| Industrials | 5.88 | 10.62 |
| Financial Services | 32.61 | 30.3 |
| Healthcare | 5.72 | 11.42 |
| Consumer Cyclical | 11.37 | 10.62 |
| Consumer Defensive | 6.78 | 2.67 |
| Real Estate | 1.24 | 2.46 |
| Utilities | 2.1 | 3.88 |
| Communication Services | - | 2.88 |
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