BANDHAN Sterling Value Fund vs Axis Value Fund compare

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BANDHAN Sterling Value Fund - Regular Plan - Growth

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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	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
Fund	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹9587 Cr	₹785 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	07 Mar 2008	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	Nifty 500 Value 50 TRI
Turn Over	15%	15%
Expense Ratio	1.77	2.33
Manager	Ritika Behera	Vinayak Jayanath
ISIN Code	INF194K01342	INF846K013C4
Exits Load	Bandhan Sterling Value 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	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
1 Month	-2.93%	-5.89%
6 Month	-11.54%	-10.36%
1 Year	3.53%	9.28%
3 Year	15.93%	19.05%
5 Year	22.13%	-

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-9.96%	-5.32%
3 Year	15.2%	20.68%
5 Year	22.88%	-

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
1 Year	13.57%	28.41%
3 Year	17.79%	20.86%
5 Year	16.52%	-

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
Standard Deviation	13.722%	14.624%
Sharp	0.679%	0.892%
Beta	0.946%	1.009%
Alpha	1.681%	4.878%

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Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
Name	Ritika Behera	Vinayak Jayanath
Total AUM	₹43013 Cr	₹0 Cr
Fund Manage	19	18
	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
Others	10.35	8.36
Small Cap	16.68	20.69
Large Cap	59.36	55.53
Mid Cap	15.6	15.41

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
Others	10.35	3.82
Realty	1.78	-
Petroleum Products	4.65	-
IT - Software	7.76	-
Construction	5.03	7.02
Finance	3.55	-
Non - Ferrous Metals	0.82	-
Banks	17.87	-
Pharmaceuticals & Biotechnology	7.36	-
Leisure Services	1.87	-
Electrical Equipment	2.18	-
Consumer Durables	2.19	-
Personal Products	1.28	-
Power	3.73	-
Insurance	4.15	1.71
Gas	0.9	-
Diversified FMCG	2.19	-
Automobiles	4.02	-
Diversified Metals	1.25	-
Oil	1.19	-
Chemicals & Petrochemicals	0.66	-
Auto Components	2.99	-
Cement & Cement Products	0.77	-
Transport Services	1.06	-
Telecom - Services	1.12	-
Minerals & Mining	0.22	-
Commercial Services & Supplies	1.37	-
Fertilizers & Agrochemicals	0.43	-
Retailing	1.97	-
Beverages	2.61	-
Ferrous Metals	3.09	-
Food Products	1.58	-
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