HDFC Capital Builder Value Fund vs Axis Value Fund compare

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HDFC Capital Builder Value Fund - Growth Plan

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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	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Fund	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹6950 Cr	₹785 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Feb 1994	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 500 Value 50 TRI
Turn Over	4.74%	15%
Expense Ratio	1.84	2.33
Manager	Dhruv Muchhal	Vinayak Jayanath
ISIN Code	INF179K01426	INF846K013C4
Exits Load	HDFC Capital Builder Value Fund - 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	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Month	-3.66%	-5.89%
6 Month	-10.49%	-10.36%
1 Year	6.37%	9.28%
3 Year	15.4%	19.05%
5 Year	17.93%	-

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-7.93%	-5.32%
3 Year	16.16%	20.68%
5 Year	19.2%	-

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Year	14.89%	28.41%
3 Year	15.26%	20.86%
5 Year	14.67%	-

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Standard Deviation	13.802%	14.624%
Sharp	0.683%	0.892%
Beta	0.974%	1.009%
Alpha	1.56%	4.878%

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Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Vinayak Jayanath
Total AUM	₹520687 Cr	₹0 Cr
Fund Manage	40	18
	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	0.86	8.36
Large Cap	67.07	55.53
Mid Cap	13.11	15.41
Small Cap	18.96	20.69

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	0.86	3.82
Telecom - Services	4.58	-
IT - Software	9.06	-
IT - Services	0.67	-
Personal Products	2.42	-
Construction	5.1	7.02
Retailing	1.15	-
Healthcare Services	1.44	-
Petroleum Products	1.57	-
Diversified FMCG	2.09	-
Pharmaceuticals & Biotechnology	7.08	-
Banks	24.45	-
Agricultural, Commercial & Construction Vehicles	0.53	-
Consumer Durables	1.43	-
Automobiles	3.86	-
Cement & Cement Products	2.23	-
Telecom - Equipment & Accessories	1.34	-
Capital Markets	2.64	-
Chemicals & Petrochemicals	0.15	-
Finance	3.16	-
Insurance	1.65	1.71
Gas	0.81	-
Power	4.23	-
Entertainment	0.68	-
Realty	3.62	-
Auto Components	3.55	-
Aerospace & Defense	1.53	-
Electrical Equipment	0.44	-
Transport Infrastructure	0.53	-
Consumable Fuels	0.88	-
Industrial Manufacturing	0.51	-
Industrial Products	1.47	-
Transport Services	0.38	-
Beverages	3.56	-
Ferrous Metals	0.35	-
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