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Nippon India Value Fund vs Axis Value Fund compare
Nippon India Value Fund- Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8768 Cr | ₹1005 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 08 Jun 2005 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 32% | 15% |
| Expense Ratio | 1.84 | 2.33 |
| Manager | Dhrumil Shah | Vinayak Jayanath |
| ISIN Code | INF204K01GB3 | INF846K013C4 |
| Exits Load | Nippon India 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 | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.35% | -1.3% |
| 6 Month | 8.54% | 8.93% |
| 1 Year | 0.09% | 1.45% |
| 3 Year | 21.1% | 21.36% |
| 5 Year | 25.31% | - |
SIP Return Analysis
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.6% | 3.36% |
| 1 Year | 0.49% | 3.31% |
| 3 Year | 18.34% | 19.4% |
| 5 Year | 19.88% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.57% | 23.21% |
| 3 Year | 16.51% | 21.29% |
| 5 Year | 15.06% | - |
Risk Management
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.74% | 13.79% |
| Sharp | 1.11% | 1.11% |
| Beta | 0.99% | 0.98% |
| Alpha | 5.30% | 5.49% |
Fund Managers
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhrumil Shah | Vinayak Jayanath |
| Total AUM | ₹14011 Cr | ₹0 Cr |
| Funds Managed | 5 | 18 |
| Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.07 | 5.7 |
| Large Cap | 54.84 | 58.19 |
| Mid Cap | 21.13 | 16.84 |
| Small Cap | 17.96 | 19.26 |
Sector Allocation
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.66 | 1.91 |
| Financial Services | 34.84 | 30.3 |
| Communication Services | 3.11 | 2.88 |
| Energy | 7.61 | 5.88 |
| Technology | 12.96 | 12.44 |
| Industrials | 11.39 | 10.62 |
| Consumer Cyclical | 6.78 | 10.62 |
| Basic Materials | 6.73 | 4.93 |
| Healthcare | 4.49 | 11.42 |
| Utilities | 6.1 | 3.88 |
| Consumer Defensive | 1.66 | 2.67 |
| Real Estate | 0.68 | 2.46 |
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