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Tata Equity PE Fund Regular Plan vs Axis Value Fund compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8068 Cr | ₹785 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Jun 2004 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 48.01% | 15% |
| Expense Ratio | 1.79 | 2.33 |
| Manager | Amey Sathe | Vinayak Jayanath |
| ISIN Code | INF277K01451 | INF846K013C4 |
| Exits Load | Tata Equity PE 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 | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.39% | 1.88% |
| 6 Month | -7.76% | -4.57% |
| 1 Year | 2.53% | 10.44% |
| 3 Year | 19.26% | 21.1% |
| 5 Year | 23.73% | - |
SIP Return Analysis
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.03% | -0.62% |
| 1 Year | -8.83% | -4.86% |
| 3 Year | 17.95% | 21.29% |
| 5 Year | 19.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.28% | 28.41% |
| 3 Year | 16.64% | 20.86% |
| 5 Year | 14.99% | - |
Risk Management
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 14.624% |
| Sharp | 0.71% | 0.892% |
| Beta | 0.98% | 1.009% |
| Alpha | 3.78% | 4.878% |
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Fund Managers
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amey Sathe | Vinayak Jayanath |
| Total AUM | ₹11910 Cr | ₹0 Cr |
| Funds Managed | 4 | 18 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.21 | 12.87 |
| Large Cap | 52.87 | 54.32 |
| Mid Cap | 12.71 | 10 |
| Small Cap | 21.21 | 22.81 |
Sector Allocation
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.72 | 12.38 |
| Technology | 7.07 | 11.68 |
| Basic Materials | 3.94 | 3.51 |
| Energy | 9.89 | 4.08 |
| Consumer Cyclical | 10.42 | 11.04 |
| Financial Services | 35.86 | 22.13 |
| Healthcare | 5.18 | 11.75 |
| Communication Services | 4.54 | 3.35 |
| Consumer Defensive | 6.83 | 2.83 |
| Industrials | 0.38 | 9.27 |
| Utilities | 6.17 | 3.32 |
| Real Estate | - | 4.66 |
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