- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7267 Cr | ₹1073 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 | 4.11% | 3.51% |
| 6 Month | 9.04% | 10.49% |
| 1 Year | 5.75% | 4.98% |
| 3 Year | 19.07% | 22.94% |
| 5 Year | 22.94% | - |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.46% | 1.37% |
| 1 Year | 8.82% | 8.91% |
| 3 Year | 15.43% | 17.76% |
| 5 Year | 16.47% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.2% | 22.08% |
| 3 Year | 15.45% | 21.38% |
| 5 Year | 15.1% | - |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.06% | 13.55% |
| Sharp | 0.91% | 1.12% |
| Beta | 0.98% | 0.98% |
| Alpha | 2.69% | 5.96% |
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 | 2.74 | 6.47 |
| Large Cap | 68.91 | 58.2 |
| Mid Cap | 11.86 | 16.52 |
| Small Cap | 16.5 | 18.8 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.83 | 1.2 |
| Energy | 4.59 | 5.54 |
| Technology | 8.42 | 11.29 |
| Industrials | 8.28 | 12.13 |
| Consumer Cyclical | 9.78 | 13 |
| Consumer Defensive | 7.69 | 2.28 |
| Financial Services | 34.9 | 28.71 |
| Healthcare | 7.57 | 11.76 |
| Basic Materials | 4.11 | 4.73 |
| Utilities | 5.28 | 3.67 |
| Communication Services | 4.25 | 2.84 |
| Real Estate | 3.3 | 2.84 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns19.99%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.37%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.71%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.63%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.89%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.19%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.78%
