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) | ₹7315 Cr | ₹620 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Feb 1994 | 15 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 | 2.38 |
Manager | Dhruv Muchhal | Vinayak Jayanath |
ISIN Code | INF179K01426 | INF846K013C4 |
Exits Load | Exit load of 1% if redeemed 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 |
Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.57% | 3.98% |
6 Month | 20.67% | 24.27% |
1 Year | 47.76% | 52.27% |
3 Year | 22.06% | - |
5 Year | 22.7% | - |
Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 19.64% | 20.18% |
3 Year | 44.36% | 48.25% |
5 Year | 83.4% | 48.25% |
Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 24.04% | 23.75% |
3 Year | 61.61% | 55.07% |
5 Year | 91.06% | 55.07% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 66.42 | 55.53 |
Mid Cap | 14.67 | 15.41 |
Small Cap | 18.05 | 20.69 |
Others | 0.86 | 8.36 |
Scheme Name |
HDFC Capital Builder Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Banks | 24.32 | - |
Telecom - Services | 4.9 | - |
IT - Software | 8.5 | - |
Power | 3.31 | - |
Construction | 5.18 | 7.02 |
Realty | 4.31 | - |
Pharmaceuticals & Biotechnology | 6.07 | - |
Aerospace & Defense | 3.31 | - |
Telecom - Equipment & Accessories | 1.57 | - |
Insurance | 1.81 | 1.71 |
Personal Products | 2.61 | - |
Cement & Cement Products | 2.51 | - |
Healthcare Services | 1.79 | - |
Automobiles | 3.92 | - |
Auto Components | 3.07 | - |
Diversified FMCG | 1.25 | - |
Finance | 2.17 | - |
Beverages | 3.16 | - |
Capital Markets | 2.64 | - |
Industrial Products | 2.11 | - |
Consumable Fuels | 0.94 | - |
Petroleum Products | 1.55 | - |
Gas | 0.9 | - |
Ferrous Metals | 0.83 | - |
IT - Services | 0.67 | - |
Consumer Durables | 2.14 | - |
Transport Infrastructure | 0.57 | - |
Others | 0.55 | 3.82 |
Entertainment | 0.68 | - |
Transport Services | 0.98 | - |
Industrial Manufacturing | 0.67 | - |
Agricultural, Commercial & Construction Vehicles | 0.46 | - |
Retailing | 0.55 | - |
Financial | - | 18.59 |
Energy | - | 9.98 |
Automobile | - | 13.4 |
Communication | - | 3.53 |
Technology | - | 5.11 |
Capital Goods | - | 8.99 |
Healthcare | - | 10.7 |
Services | - | 5.02 |
Diversified | - | 1.62 |
Materials | - | 2.85 |
Metals & Mining | - | 3.03 |
Consumer Discretionary | - | 2.4 |
Consumer Staples | - | 1.72 |
Chemicals | - | 0.5 |
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