Axis Value Fund vs Nippon India Value Fund compare

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tortoise-icon Nippon India 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 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) ₹8186 Cr ₹620 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 01 Jun 2005 15 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 1.84 2.38
Manager Dhrumil Shah Vinayak Jayanath
ISIN Code INF204K01GB3 INF846K013C4
Exits Load For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./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 Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
1 Month 2.47% 3.98%
6 Month 21.69% 24.27%
1 Year 55.32% 52.27%
3 Year 26.17% -
5 Year 27.47% -

SIP Return Analysis

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 22.08% 20.18%
3 Year 54.3% 48.25%
5 Year 104.08% 48.25%

Rolling Lumpsum Returns

Scheme Name Nippon India Value Fund- Growth Plan Axis Value Fund - Regular Plan - Growth
1 Year 15.73% 27%
3 Year 15.98% 20.97%
5 Year 14.56% -

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Nippon India Value Fund- Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 3.16 8.36
Large Cap 54.51 55.53
Small Cap 21.66 20.69
Mid Cap 20.67 15.41

Sector Allocation

Scheme Name

Nippon India Value Fund- Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 2.67 3.82
Materials 2.94 2.85
Communication 3.61 3.53
Energy 12.5 9.98
Technology 6.25 5.11
Capital Goods 12.33 8.99
Construction 5.88 7.02
Services 3.7 5.02
Metals & Mining 6.78 3.03
Financial 26.84 18.59
Healthcare 5.44 10.7
Automobile 5.33 13.4
Insurance 1 1.71
Consumer Staples 0.97 1.72
Consumer Discretionary 2.51 2.4
Textiles 1.02 -
Unclassified 0.23 -
Diversified - 1.62
Chemicals - 0.5

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