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 -6.07% -5.01%
6 Month 8.06% 11.17%
1 Year 32.32% 37.08%
3 Year 16.42% 19.39%
5 Year 19.62% -

SIP Return Analysis

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 23.37% 29.22%
3 Year 25.68% 30.53%
5 Year 24.62% -

Rolling Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Year 14.74% 27.92%
3 Year 15.19% 20.54%
5 Year 14.49% -

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 0.41 8.36
Large Cap 66.86 55.53
Mid Cap 13.74 15.41
Small Cap 18.99 20.69

Sector Allocation

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 0.41 3.82
Telecom - Services 5.13 -
IT - Software 8.3 -
IT - Services 0.68 -
Personal Products 2.51 -
Transport Services 0.62 -
Construction 4.84 7.02
Retailing 1.19 -
Healthcare Services 1.78 -
Petroleum Products 1.74 -
Diversified FMCG 1.92 -
Pharmaceuticals & Biotechnology 6.81 -
Banks 23.21 -
Agricultural, Commercial & Construction Vehicles 0.46 -
Consumer Durables 2.31 -
Automobiles 4.31 -
Cement & Cement Products 2.27 -
Ferrous Metals 0.64 -
Telecom - Equipment & Accessories 1.34 -
Capital Markets 2.21 -
Chemicals & Petrochemicals 0.15 -
Finance 3.33 -
Insurance 1.77 1.71
Gas 0.91 -
Power 4.29 -
Entertainment 0.69 -
Realty 3.96 -
Auto Components 3.52 -
Aerospace & Defense 1.45 -
Electrical Equipment 0.39 -
Transport Infrastructure 0.56 -
Consumable Fuels 0.94 -
Industrial Manufacturing 0.49 -
Industrial Products 1.5 -
Beverages 3.37 -
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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