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Axis Value Fund vs Tata Equity PE Fund Regular Plan compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Axis Value Fund - Regular Plan - Growth
Chart Comparison
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) | ₹8068 Cr | ₹785 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 | 1.79 | 2.33 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.58% | -3.43% |
| 6 Month | -17.92% | -12.29% |
| 1 Year | 0.3% | 7.64% |
| 3 Year | 17.84% | 19.53% |
| 5 Year | 20.79% | - |
SIP Return Analysis
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -11.65% | -10.13% |
| 1 Year | -21.68% | -13.24% |
| 3 Year | 13.61% | 18.2% |
| 5 Year | 17.06% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.28% | 28.41% |
| 3 Year | 16.64% | 20.86% |
| 5 Year | 14.99% | - |
Risk Management
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 14.624% |
| Sharp | 0.73% | 0.892% |
| Beta | 0.99% | 1.009% |
| Alpha | 4% | 4.878% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.20263 | 12.86709 |
| Large Cap | 52.69963 | 54.32241 |
| Mid Cap | 13.05611 | 10.00461 |
| Small Cap | 24.04165 | 22.80587 |
Sector Allocation
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.28483 | 12.37634 |
| Technology | 7.92911 | 11.68171 |
| Basic Materials | 4.29638 | 3.50572 |
| Energy | 9.94634 | 4.0813 |
| Consumer Cyclical | 10.30367 | 11.04299 |
| Financial Services | 36.02366 | 22.13437 |
| Industrials | 0.59903 | 9.27245 |
| Healthcare | 5.88565 | 11.75217 |
| Communication Services | 4.55576 | 3.34709 |
| Consumer Defensive | 6.89689 | 2.83269 |
| Utilities | 6.2787 | 3.317 |
| Real Estate | - | 4.65615 |
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