Nippon India Value Fund vs Axis Value Fund compare

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Nippon India 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	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Fund	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8170 Cr	₹785 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	08 Jun 2005	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 500 Value 50 TRI
Turn Over	32%	15%
Expense Ratio	1.84	2.33
Manager	Dhrumil Shah	Vinayak Jayanath
ISIN Code	INF204K01GB3	INF846K013C4
Exits Load	Nippon India 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	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Month	-3.39%	-3.78%
6 Month	-14.74%	-13.63%
1 Year	5.13%	8.53%
3 Year	19.22%	19.36%
5 Year	26.61%	-

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
6 Month	-9.11%	-10.13%
1 Year	-14.41%	-13.24%
3 Year	18.2%	18.2%
5 Year	21.3%	-

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Year	16.53%	28.41%
3 Year	16.05%	20.86%
5 Year	14.88%	-

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Standard Deviation	15.103%	14.624%
Sharp	0.791%	0.892%
Beta	1.013%	1.009%
Alpha	5.147%	4.878%

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Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Name	Dhrumil Shah	Vinayak Jayanath
Total AUM	₹14011 Cr	₹0 Cr
Funds Managed	5	18
	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	4.86	12.87
Large Cap	56.04	54.32
Small Cap	19.72	22.81
Mid Cap	19.38	10

Scheme Name	Nippon India Value Fund- Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	4.37	12.38
Communication Services	3.5	3.35
Energy	7.8	4.08
Technology	15.33	11.68
Basic Materials	8.9	3.51
Industrials	11.27	9.27
Consumer Cyclical	5.18	11.04
Financial Services	31.72	22.13
Healthcare	4.28	11.75
Real Estate	0.76	4.66
Utilities	5.66	3.32
Consumer Defensive	1.24	2.83