Axis Value Fund vs Nippon India Value Fund compare
Nippon India Value Fund- Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8542 Cr | ₹749 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 08 Jun 2005 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 32% | 15% |
| Expense Ratio | 1.85 | 2.34 |
| Manager | Dhrumil Shah | Vinayak Jayanath |
| ISIN Code | INF204K01GB3 | INF846K013C4 |
| Exits Load | Nippon India Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.86% | 3.33% |
| 6 Month | 3.26% | 7.27% |
| 1 Year | 24.58% | 29.15% |
| 3 Year | 22.86% | 21.58% |
| 5 Year | 24.26% | - |
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.79% | 21.89% |
| 3 Year | 28.95% | 29.89% |
| 5 Year | 28.15% | - |
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.25% | 27.92% |
| 3 Year | 15.82% | 20.54% |
| 5 Year | 14.76% | - |
| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.77% | 14.73% |
| Sharp | 1.28% | - |
| Beta | 1.01% | - |
| Alpha | 4.19% | - |
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| Scheme Name | Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhrumil Shah | Vinayak Jayanath |
| Total AUM | ₹14011 Cr | ₹0 Cr |
| Fund Manage | 5 | 18 |
| Nippon India Value Fund- Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.27 | 8.36 |
| Small Cap | 23.51 | 20.69 |
| Large Cap | 55.34 | 55.53 |
| Mid Cap | 16.88 | 15.41 |
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.27 | 3.82 |
| Cement & Cement Products | 1.22 | - |
| Telecom - Services | 3.32 | - |
| Petroleum Products | 2.64 | - |
| IT - Software | 7.23 | - |
| Construction | 4.19 | 7.02 |
| Consumer Durables | 10.63 | - |
| Retailing | 0.91 | - |
| Banks | 18.68 | - |
| Industrial Products | 0.78 | - |
| Healthcare Services | 1.54 | - |
| Electrical Equipment | 3.74 | - |
| Realty | 1.52 | - |
| Capital Markets | 3.04 | - |
| Automobiles | 2.04 | - |
| Insurance | 3.7 | 1.71 |
| Gas | 2.25 | - |
| Non - Ferrous Metals | 0.61 | - |
| Finance | 7.07 | - |
| Diversified FMCG | 1 | - |
| Aerospace & Defense | 1.18 | - |
| Diversified Metals | 1.47 | - |
| Oil | 2.03 | - |
| Fertilizers & Agrochemicals | 0.59 | - |
| Consumable Fuels | 1.06 | - |
| Pharmaceuticals & Biotechnology | 2.85 | - |
| Beverages | 0.5 | - |
| Power | 4.56 | - |
| Ferrous Metals | 1.55 | - |
| Textiles & Apparels | 0.84 | - |
| Auto Components | 0.94 | - |
| Industrial Manufacturing | 0.72 | - |
| Financial Technology (Fintech) | 0.88 | - |
| Commercial Services & Supplies | 0.45 | - |
| 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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