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BANDHAN Sterling Value Fund vs Axis Value Fund compare
BANDHAN Sterling Value Fund - Regular Plan - Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN Sterling Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9587 Cr | ₹785 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 Sterling Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.26% | 1.88% |
| 6 Month | -4.15% | -4.57% |
| 1 Year | 4.29% | 10.44% |
| 3 Year | 16.66% | 21.1% |
| 5 Year | 32.83% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.04% | -0.62% |
| 1 Year | -5.28% | -4.86% |
| 3 Year | 16.54% | 21.29% |
| 5 Year | 21.75% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.57% | 28.41% |
| 3 Year | 17.79% | 20.86% |
| 5 Year | 16.52% | - |
Risk Management
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.72% | 14.624% |
| Sharp | 0.672% | 0.892% |
| Beta | 0.912% | 1.009% |
| Alpha | 3.11% | 4.878% |
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Fund Managers
| Scheme Name | BANDHAN Sterling 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 Sterling Value Fund - Regular Plan - Growth | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.33 | 12.87 |
| Large Cap | 59.51 | 54.32 |
| Small Cap | 16.41 | 22.81 |
| Mid Cap | 14.74 | 10 |
Sector Allocation
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.28 | 12.38 |
| Basic Materials | 8.56 | 3.51 |
| Energy | 8.1 | 4.08 |
| Technology | 8.39 | 11.68 |
| Industrials | 8.15 | 9.27 |
| Financial Services | 28.95 | 22.13 |
| Healthcare | 5.86 | 11.75 |
| Consumer Cyclical | 10.93 | 11.04 |
| Consumer Defensive | 7.36 | 2.83 |
| Utilities | 2.62 | 3.32 |
| Real Estate | 1.78 | 4.66 |
| Communication Services | - | 3.35 |
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