HDFC Capital Builder Value Fund vs Axis Value Fund compare
HDFC Capital Builder Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹7429 Cr | ₹749 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 | 2.34 |
| 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 | -4.28% | -3.55% |
| 6 Month | -4.9% | 0.06% |
| 1 Year | 13.81% | 20.89% |
| 3 Year | 15.46% | 19.96% |
| 5 Year | 18.65% | - |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.23% | 11.86% |
| 3 Year | 20.26% | 26.78% |
| 5 Year | 21.51% | - |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.74% | 27.92% |
| 3 Year | 15.19% | 20.54% |
| 5 Year | 14.49% | - |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.73% |
| Sharp | 1.15% | - |
| Beta | 0.96% | - |
| Alpha | 2.13% | - |
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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 |
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