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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) | ₹10463 Cr | ₹1372 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 | -3.81% | -2.56% |
| 6 Month | -1.25% | 0.92% |
| 1 Year | 3.54% | 3.95% |
| 3 Year | 16.18% | 21.63% |
| 5 Year | 20.4% | - |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.36% | 0.82% |
| 1 Year | 5.51% | 11.18% |
| 3 Year | 10.46% | 16.36% |
| 5 Year | 14.42% | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.35% | 19.22% |
| 3 Year | 18.17% | 21.92% |
| 5 Year | 17.47% | - |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 14.73% |
| Sharp | 0.99% | 1.24% |
| Beta | 0.88% | 0.98% |
| Alpha | 2.14% | 5.79% |
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 | 9.22 | 10.09 |
| Large Cap | 61.46 | 58.88 |
| Small Cap | 15.79 | 16.85 |
| Mid Cap | 13.53 | 14.18 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.52 | 2.82 |
| Energy | 9.92 | 6.74 |
| Technology | 9.61 | 10.25 |
| Consumer Cyclical | 8.88 | 10.9 |
| Industrials | 4.96 | 10.23 |
| Basic Materials | 6.6 | 4.36 |
| Financial Services | 34.62 | 34.32 |
| Healthcare | 5.1 | 10.58 |
| Consumer Defensive | 8.7 | 2.17 |
| Communication Services | 0.7 | 3.62 |
| Real Estate | 0.81 | 1.92 |
| Utilities | 1.57 | 2.1 |
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