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	Very High
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	4.4%	5.13%
6 Month	-13.3%	-12.73%
1 Year	2.66%	9.3%
3 Year	15.32%	18.74%
5 Year	36.08%	-

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
6 Month	-4.49%	-5.35%
1 Year	-10.02%	-6.79%
3 Year	15.45%	21.09%
5 Year	21.96%	-

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	13.72%	14.624%
Sharp	0.672%	0.892%
Beta	0.912%	1.009%
Alpha	3.11%	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
Funds Managed	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	9.33	12.87
Large Cap	59.51	54.32
Small Cap	16.41	22.81
Mid Cap	14.74	10

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Axis Value Fund - Regular Plan - Growth
Others	9.28	12.38
Basic Materials	8.56	3.51
Energy	8.1	4.08
Technology	8.39	11.68
Industrials	8.15	9.27
Financial Services	28.95	22.13
Healthcare	5.86	11.75
Consumer Cyclical	10.93	11.04
Consumer Defensive	7.36	2.83
Utilities	2.62	3.32
Real Estate	1.78	4.66
Communication Services	-	3.35