Aditya Birla Sun Life Pure Value Fund vs Axis Value Fund compare
Aditya Birla Sun Life Pure Value Fund - Growth Option
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹6225 Cr | ₹620 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2008 | 15 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 | 2.38 |
| Manager | Dhaval Joshi | Vinayak Jayanath |
| ISIN Code | INF209K01LF3 | INF846K013C4 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.38% | 3.98% |
| 6 Month | 16.18% | 24.27% |
| 1 Year | 42.37% | 52.27% |
| 3 Year | 22.28% | - |
| 5 Year | 24.27% | - |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.79% | 20.18% |
| 3 Year | 47.46% | 48.25% |
| 5 Year | 89.45% | 48.25% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 26.13% | 23.75% |
| 3 Year | 67.25% | 55.07% |
| 5 Year | 99.67% | 55.07% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.69% | 14.73% |
| Sharp | 1% | - |
| Beta | 1.09% | - |
| Alpha | 1.52% | - |
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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 |
|---|---|---|
| Large Cap | 44.86 | 55.53 |
| Small Cap | 40.77 | 20.69 |
| Mid Cap | 13.08 | 15.41 |
| Others | 1.3 | 8.36 |
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Technology | 10.75 | 5.11 |
| Financial | 22.67 | 18.59 |
| Healthcare | 7.28 | 10.7 |
| Energy | 12.71 | 9.98 |
| Metals & Mining | 11.27 | 3.03 |
| Automobile | 6.39 | 13.4 |
| Capital Goods | 4.03 | 8.99 |
| Materials | 5.07 | 2.85 |
| Construction | 6.06 | 7.02 |
| Consumer Staples | 3.89 | 1.72 |
| Services | 3.91 | 5.02 |
| Others | 1.3 | 3.82 |
| Communication | 1.05 | 3.53 |
| Consumer Discretionary | 0.81 | 2.4 |
| Insurance | 0.71 | 1.71 |
| Textiles | 0.64 | - |
| Chemicals | 1.47 | 0.5 |
| Diversified | - | 1.62 |
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