HDFC Capital Builder Value Fund vs Axis Value Fund compare
HDFC Capital Builder Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7315 Cr | ₹620 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Feb 1994 | 15 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 | 2.38 |
| Manager | Dhruv Muchhal | Vinayak Jayanath |
| ISIN Code | INF179K01426 | INF846K013C4 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.92% | 2.19% |
| 6 Month | 11.94% | 15.33% |
| 1 Year | 32.84% | 39.15% |
| 3 Year | 19.59% | 22.21% |
| 5 Year | 20.54% | - |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.44% | 22% |
| 3 Year | 24.88% | 29.48% |
| 5 Year | 24.32% | - |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.74% | 27.92% |
| 3 Year | 15.19% | 20.54% |
| 5 Year | 14.49% | - |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.73% |
| Sharp | 1.15% | - |
| Beta | 0.96% | - |
| Alpha | 2.13% | - |
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| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vinayak Jayanath |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Fund Manage | 40 | 18 |
| HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
HDFC Capital Builder Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | - | 8.36 |
| Large Cap | - | 55.53 |
| Mid Cap | - | 15.41 |
| Small Cap | - | 20.69 |
| Scheme Name |
HDFC Capital Builder Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | - | 3.82 |
| Energy | - | 9.98 |
| Technology | - | 5.11 |
| Consumer Staples | - | 1.72 |
| Construction | - | 7.02 |
| Financial | - | 18.59 |
| Healthcare | - | 10.7 |
| Metals & Mining | - | 3.03 |
| Capital Goods | - | 8.99 |
| Insurance | - | 1.71 |
| Automobile | - | 13.4 |
| Services | - | 5.02 |
| Communication | - | 3.53 |
| Consumer Discretionary | - | 2.4 |
| Diversified | - | 1.62 |
| Materials | - | 2.85 |
| Chemicals | - | 0.5 |
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