Axis Value Fund vs HDFC Capital Builder Value Fund compare

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tortoise-icon HDFC Capital Builder Value Fund - Growth Plan

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tortoise-icon 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 HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Fund HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7315 Cr ₹620 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Feb 1994 15 Sep 2021
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI Nifty 500 Value 50 TRI
Turn Over 4.74% 15%
Expense Ratio 1.84 2.38
Manager Dhruv Muchhal Vinayak Jayanath
ISIN Code INF179K01426 INF846K013C4
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Month 1.57% 3.98%
6 Month 20.67% 24.27%
1 Year 47.76% 52.27%
3 Year 22.06% -
5 Year 22.7% -

SIP Return Analysis

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 19.64% 20.18%
3 Year 44.36% 48.25%
5 Year 83.4% 48.25%

Rolling Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Year 14.55% 27%
3 Year 14.98% 20.97%
5 Year 14.29% -

Risk Management

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 14.73%
Sharp 1.15% -
Beta 0.96% -
Alpha 2.13% -

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Fund Managers

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Name Dhruv Muchhal Vinayak Jayanath
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 18
HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 0.86 8.36
Large Cap 66.42 55.53
Mid Cap 14.67 15.41
Small Cap 18.05 20.69

Sector Allocation

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 0.55 3.82
Telecom - Services 4.9 -
IT - Software 8.5 -
IT - Services 0.67 -
Personal Products 2.61 -
Transport Services 0.98 -
Construction 5.18 7.02
Healthcare Services 1.79 -
Petroleum Products 1.55 -
Pharmaceuticals & Biotechnology 6.07 -
Banks 24.32 -
Agricultural, Commercial & Construction Vehicles 0.46 -
Consumer Durables 2.14 -
Automobiles 3.92 -
Cement & Cement Products 2.51 -
Ferrous Metals 0.83 -
Telecom - Equipment & Accessories 1.57 -
Capital Markets 2.64 -
Insurance 1.81 1.71
Finance 2.17 -
Gas 0.9 -
Diversified FMCG 1.25 -
Aerospace & Defense 3.31 -
Entertainment 0.68 -
Industrial Manufacturing 0.67 -
Realty 4.31 -
Auto Components 3.07 -
Industrial Products 2.11 -
Transport Infrastructure 0.57 -
Consumable Fuels 0.94 -
Beverages 3.16 -
Power 3.31 -
Retailing 0.55 -
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

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