Axis Value Fund vs Tata Equity PE Fund Regular Plan compare

Tata Equity PE Fund Regular Plan -(Growth Option)

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Axis Value Fund - Regular Plan - Growth

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Overview

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Fund	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8681 Cr	₹749 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	29 Jun 2004	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 500 Value 50 TRI
Turn Over	48.01%	15%
Expense Ratio	1.78	2.34
Manager	Amey Sathe	Vinayak Jayanath
ISIN Code	INF277K01451	INF846K013C4
Exits Load	Tata Equity PE Fund - Regular Plan - 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	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
1 Month	0.75%	3.33%
6 Month	0.68%	7.27%
1 Year	22.37%	29.15%
3 Year	21.22%	21.58%
5 Year	20.15%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
6 Month	-	-
1 Year	11.56%	21.89%
3 Year	26.03%	29.89%
5 Year	24.54%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
1 Year	17.13%	27.92%
3 Year	16.47%	20.54%
5 Year	14.86%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.45%	14.73%
Sharp	1.08%	-
Beta	0.96%	-
Alpha	4.9%	-

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Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Name	Amey Sathe	Vinayak Jayanath
Total AUM	₹11910 Cr	₹0 Cr
Fund Manage	4	18
	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Others	8.82	8.36
Mid Cap	15.6	15.41
Large Cap	50.82	55.53
Small Cap	24.76	20.69

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Others	8.82	3.82
Cement & Cement Products	1.38	-
Petroleum Products	4.61	-
Textiles & Apparels	3.68	-
Banks	18.13	-
Aerospace & Defense	0.9	-
IT - Software	4.8	-
Leisure Services	0.83	-
Pharmaceuticals & Biotechnology	5.72	-
Consumer Durables	2.05	-
Capital Markets	5.19	-
Finance	10.65	-
Telecom - Services	2.5	-
Diversified FMCG	3.55	-
Automobiles	2.64	-
Construction	0.62	7.02
Gas	0.88	-
Oil	1.44	-
Auto Components	2.84	-
Entertainment	1.69	-
Industrial Products	0.73	-
Consumable Fuels	4.12	-
Minerals & Mining	1.08	-
Power	5.86	-
Retailing	1.68	-
Beverages	3.61	-
Energy	-	9.98
Technology	-	5.11
Consumer Staples	-	1.72
Financial	-	18.59
Healthcare	-	10.7
Metals & Mining	-	3.03
Capital Goods	-	8.99
Insurance	-	1.71
Automobile	-	13.4
Services	-	5.02
Communication	-	3.53
Consumer Discretionary	-	2.4
Diversified	-	1.62
Materials	-	2.85
Chemicals	-	0.5