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HDFC Capital Builder Value Fund vs Axis Value Fund compare

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tortoise-icon HDFC Value Fund - Growth Plan

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tortoise-icon 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 Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Fund HDFC Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
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

Trailing Lumpsum Returns

Scheme Name HDFC Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Month 4.3% 2.41%
6 Month -5.69% -6.4%
1 Year 12.78% 14.1%
3 Year 17.23% 20.14%
5 Year 26.94% -

SIP Return Analysis

Scheme Name HDFC Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month 0.64% -1.97%
1 Year -3.07% -5.13%
3 Year 18.23% 21.18%
5 Year 19.27% -

Rolling Lumpsum Returns

Scheme Name HDFC 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% -

Risk Management

Scheme Name HDFC Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Standard Deviation 14.249% 14.624%
Sharp 0.598% 0.892%
Beta 0.965% 1.009%
Alpha 2.056% 4.878%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 1.55 12.87
Large Cap 67.83 54.32
Mid Cap 13.77 10
Small Cap 16.85 22.81

Sector Allocation

Scheme Name

HDFC Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 1.55 12.38
Communication Services 4.97 3.35
Technology 12.29 11.68
Consumer Defensive 8.24 2.83
Industrials 8.53 9.27
Consumer Cyclical 9.82 11.04
Healthcare 9.02 11.75
Energy 2.31 4.08
Financial Services 31.78 22.13
Basic Materials 2.97 3.51
Utilities 4.93 3.32
Real Estate 3.59 4.66

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