Aditya Birla Sun Life Pure Value Fund vs Axis Value Fund compare

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Aditya Birla Sun Life Pure Value Fund - Growth Option

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Axis Value Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Fund	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5929 Cr	₹785 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	27 Mar 2008	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 500 Value 50 TRI
Turn Over	83%	15%
Expense Ratio	1.88	2.33
Manager	Dhaval Joshi	Vinayak Jayanath
ISIN Code	INF209K01LF3	INF846K013C4
Exits Load	Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Month	-6.63%	-5.79%
6 Month	-16.1%	-11.71%
1 Year	-2.73%	7.31%
3 Year	20.64%	21.46%
5 Year	21.54%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
6 Month	-12.53%	-10.13%
1 Year	-20.42%	-12%
3 Year	14.24%	18.68%
5 Year	18.1%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Year	14.12%	28.41%
3 Year	17.65%	20.86%
5 Year	17.36%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Standard Deviation	15.69%	14.624%
Sharp	0.65%	0.892%
Beta	1.14%	1.009%
Alpha	2.19%	4.878%

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Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Name	Dhaval Joshi	Vinayak Jayanath
Total AUM	₹361932 Cr	₹0 Cr
Fund Manage	55	18
	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	5.80516	12.86709
Large Cap	39.95725	54.32241
Small Cap	40.00769	22.80587
Mid Cap	14.22986	10.00461

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	2.0411	12.37634
Energy	5.44616	4.0813
Utilities	5.72381	3.317
Technology	10.71186	11.68171
Consumer Cyclical	14.42456	11.04299
Healthcare	7.76536	11.75217
Industrials	15.78364	9.27245
Financial Services	19.37614	22.13437
Basic Materials	12.53376	3.50572
Consumer Defensive	2.54422	2.83269
Communication Services	0.91706	3.34709
Real Estate	2.73229	4.65615