HDFC Capital Builder Value Fund vs Axis Value Fund compare

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HDFC 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 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

Scheme Name	HDFC Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Month	6.45%	6.5%
6 Month	-12.13%	-11.53%
1 Year	9.1%	12.04%
3 Year	15.79%	19.84%
5 Year	27.85%	-

Scheme Name	HDFC Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
6 Month	-5.06%	-5.35%
1 Year	-8.75%	-6.79%
3 Year	16.86%	21.09%
5 Year	18.82%	-

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%	-

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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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

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

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