Axis Value Fund vs Aditya Birla Sun Life Pure 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 Risk	Very High Risk
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	-7.95%	-5.89%
6 Month	-15.56%	-10.36%
1 Year	-1.34%	9.28%
3 Year	17.28%	19.05%
5 Year	19.24%	-

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-15.21%	-5.32%
3 Year	16.21%	20.68%
5 Year	19.7%	-

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	1.18	8.36
Small Cap	42.5	20.69
Large Cap	48.24	55.53
Mid Cap	7.69	15.41

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	1.18	3.82
Realty	2.98	-
Petroleum Products	3.39	-
Gas	2.68	-
IT - Software	10.14	-
Auto Components	8.39	-
Construction	4	7.02
Finance	5.19	-
Banks	11.32	-
Pharmaceuticals & Biotechnology	7.85	-
Cement & Cement Products	4.82	-
Industrial Manufacturing	2.46	-
Automobiles	3.4	-
Paper, Forest & Jute Products	0.21	-
Agricultural Food & other Products	1.44	-
Industrial Products	4.24	-
Insurance	2.8	1.71
IT - Services	1.14	-
Non - Ferrous Metals	0.78	-
Diversified FMCG	1.62	-
Textiles & Apparels	1.75	-
Electrical Equipment	2.64	-
Chemicals & Petrochemicals	0.36	-
Diversified Metals	1.52	-
Oil	1.1	-
Transport Services	0.43	-
Leisure Services	0.66	-
Capital Markets	3.52	-
Consumable Fuels	0.52	-
Retailing	0.41	-
Power	3.89	-
Ferrous Metals	1.94	-
Aerospace & Defense	0.44	-
Transport Infrastructure	0.4	-
Energy	-	9.98
Technology	-	5.11
Consumer Staples	-	1.72
Financial	-	18.59
Healthcare	-	10.7
Metals & Mining	-	3.03
Capital Goods	-	8.99
Automobile	-	13.4
Services	-	5.02
Communication	-	3.53
Consumer Discretionary	-	2.4
Diversified	-	1.62
Materials	-	2.85
Chemicals	-	0.5