Axis Value Fund vs ITI Value Fund Regular compare
ITI Value Fund Regular - Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹262 Cr | ₹620 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Jun 2021 | 15 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open-ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | % | 15% |
| Expense Ratio | 2.35 | 2.38 |
| Manager | Rohan Korde | Vinayak Jayanath |
| ISIN Code | INF00XX01AN3 | INF846K013C4 |
| Exits Load | Exit load of 1% if redeemed within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.17% | 3.98% |
| 6 Month | 19.83% | 24.27% |
| 1 Year | 50.12% | 52.27% |
| 3 Year | 22.28% | - |
| 5 Year | - | - |
| Scheme Name | ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.71% | 20.18% |
| 3 Year | 51.47% | 48.25% |
| 5 Year | 51.87% | 48.25% |
| Scheme Name | ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.82% | 23.75% |
| 3 Year | 57.8% | 55.07% |
| 5 Year | 57.82% | 55.07% |
| Scheme Name | ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.61% | 14.73% |
| Sharp | 1.12% | - |
| Beta | 0.91% | - |
| Alpha | 2.53% | - |
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| Scheme Name | ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Vinayak Jayanath |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Fund Manage | 10 | 18 |
| ITI Value Fund Regular - Growth | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
ITI Value Fund Regular - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Large Cap | 40.84 | 55.53 |
| Others | 5.41 | 8.36 |
| Mid Cap | 16.84 | 15.41 |
| Small Cap | 36.89 | 20.69 |
| Scheme Name |
ITI Value Fund Regular - Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Energy | 12.78 | 9.98 |
| Financial | 22.23 | 18.59 |
| Others | 4.23 | 3.82 |
| Construction | 8.08 | 7.02 |
| Consumer Staples | 2.94 | 1.72 |
| Capital Goods | 12.9 | 8.99 |
| Communication | 3.67 | 3.53 |
| Metals & Mining | 11 | 3.03 |
| Automobile | 3.44 | 13.4 |
| Materials | 6.81 | 2.85 |
| Chemicals | 1.28 | 0.5 |
| Healthcare | 3.83 | 10.7 |
| Technology | 2.32 | 5.11 |
| Services | 1.76 | 5.02 |
| Consumer Discretionary | 2.16 | 2.4 |
| Textiles | 0.55 | - |
| Diversified | - | 1.62 |
| Insurance | - | 1.71 |
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