BANDHAN Sterling Value Fund vs Axis Value Fund compare

Link copied to clipboard!

tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

Invest Now

tortoise-icon Axis Value Fund - Regular Plan - Growth

Invest Now

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 Very High
Asset Size (Cr) ₹9754 Cr ₹620 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 07 Mar 2008 15 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 1.75 2.38
Manager Ritika Behera Vinayak Jayanath
ISIN Code INF194K01342 INF846K013C4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
1 Month -6.69% -4.9%
6 Month 3.54% 11.29%
1 Year 27.17% 37.23%
3 Year 17.91% 19.4%
5 Year 25% -

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 17.01% 29.22%
3 Year 24.13% 30.53%
5 Year 28.38% -

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
1 Year 13.19% 27.92%
3 Year 17.79% 20.54%
5 Year 16.38% -

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth
Standard Deviation 13.04% 14.73%
Sharp 1.23% -
Beta 0.86% -
Alpha 5.56% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Axis Value Fund - Regular Plan - Growth

Others 5.99 8.36
Large Cap 62.52 55.53
Small Cap 17.58 20.69
Mid Cap 15.05 15.41

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Axis Value Fund - Regular Plan - Growth

Others 5.99 3.82
Petroleum Products 4.49 -
IT - Software 7.64 -
Construction 5.43 7.02
Finance 4.13 -
Banks 18.87 -
Non - Ferrous Metals 1.49 -
Pharmaceuticals & Biotechnology 6.52 -
Leisure Services 2.1 -
Electrical Equipment 2.53 -
Consumer Durables 2.36 -
Automobiles 5.78 -
Personal Products 1.41 -
Power 3.73 -
Insurance 3.65 1.71
Gas 1.71 -
Diversified FMCG 1.96 -
Oil 1.12 -
Chemicals & Petrochemicals 0.77 -
Auto Components 3.78 -
Cement & Cement Products 0.83 -
Transport Services 1.1 -
Industrial Products 0.68 -
Telecom - Services 1.04 -
Consumable Fuels 1.31 -
Commercial Services & Supplies 1.08 -
Retailing 1.39 -
Realty 1 -
Ferrous Metals 3.74 -
Beverages 1.9 -
Food Products 1.61 -
Energy - 9.98
Technology - 5.11
Consumer Staples - 1.72
Financial - 18.59
Healthcare - 10.7
Metals & Mining - 3.03
Capital Goods - 8.99
Automobile - 13.4
Services - 5.02
Communication - 3.53
Consumer Discretionary - 2.4
Diversified - 1.62
Materials - 2.85
Chemicals - 0.5

Top Comparisons

WhiteOak Capital Liquid Fund- Regular plan-Growth Option WhiteOak Capital Liquid Fund- Regular plan-Growth Option

3Y Returns6.01%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.24%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.02%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.16%

Compare Now

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns16.53%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns5.84%

Compare Now

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.85%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.65%

Compare Now
Request call back
Add to Cart Successfully