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HDFC Capital Builder Value Fund vs Axis Value Fund compare
HDFC Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7179 Cr | ₹1021 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Feb 1994 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 4.74% | 15% |
| Expense Ratio | 1.84 | 2.33 |
| Manager | Dhruv Muchhal | Vinayak Jayanath |
| ISIN Code | INF179K01426 | INF846K013C4 |
| Exits Load | HDFC Capital Builder Value Fund - 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 | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.55% | 2.86% |
| 6 Month | 16.82% | 15.02% |
| 1 Year | -1.69% | -1.16% |
| 3 Year | 18.27% | 21.32% |
| 5 Year | 22.26% | - |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.42% | 4.75% |
| 1 Year | 11.19% | 10.67% |
| 3 Year | 17.8% | 20.44% |
| 5 Year | 17.94% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.37% | 23.21% |
| 3 Year | 15.4% | 21.29% |
| 5 Year | 14.98% | - |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.23% | 13.88% |
| Sharp | 0.85% | 0.97% |
| Beta | 0.97% | 0.99% |
| Alpha | 3.55% | 5.68% |
Fund Managers
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vinayak Jayanath |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 18 |
| HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.04 | 5.7 |
| Large Cap | 68.16 | 58.19 |
| Mid Cap | 12.21 | 16.84 |
| Small Cap | 17.59 | 19.26 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.68 | 1.91 |
| Technology | 9.07 | 12.44 |
| Industrials | 8.74 | 10.62 |
| Consumer Cyclical | 9.95 | 10.62 |
| Energy | 2.56 | 5.88 |
| Consumer Defensive | 7.01 | 2.67 |
| Financial Services | 36.49 | 30.3 |
| Healthcare | 7.63 | 11.42 |
| Basic Materials | 4.12 | 4.93 |
| Utilities | 5.17 | 3.88 |
| Real Estate | 3.42 | 2.46 |
| Communication Services | 4.17 | 2.88 |
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