Tata Equity PE Fund Regular Plan vs Axis Value Fund compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Invest NowAxis Value Fund - Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8681 Cr | ₹749 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Jun 2004 | 22 Sep 2021 |
Category | Value | Value |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
Turn Over | 48.01% | 15% |
Expense Ratio | 1.78 | 2.34 |
Manager | Amey Sathe | Vinayak Jayanath |
ISIN Code | INF277K01451 | INF846K013C4 |
Exits Load | Tata Equity PE Fund - Regular Plan - 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 | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.75% | 3.33% |
6 Month | 0.68% | 7.27% |
1 Year | 22.37% | 29.15% |
3 Year | 21.22% | 21.58% |
5 Year | 20.15% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 11.56% | 21.89% |
3 Year | 26.03% | 29.89% |
5 Year | 24.54% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.13% | 27.92% |
3 Year | 16.47% | 20.54% |
5 Year | 14.86% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.45% | 14.73% |
Sharp | 1.08% | - |
Beta | 0.96% | - |
Alpha | 4.9% | - |
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Get Free Experts GuidanceScheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Name | Amey Sathe | Vinayak Jayanath |
Total AUM | ₹11910 Cr | ₹0 Cr |
Fund Manage | 4 | 18 |
Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 8.82 | 8.36 |
Mid Cap | 15.6 | 15.41 |
Large Cap | 50.82 | 55.53 |
Small Cap | 24.76 | 20.69 |
Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 8.82 | 3.82 |
Cement & Cement Products | 1.38 | - |
Petroleum Products | 4.61 | - |
Textiles & Apparels | 3.68 | - |
Banks | 18.13 | - |
Aerospace & Defense | 0.9 | - |
IT - Software | 4.8 | - |
Leisure Services | 0.83 | - |
Pharmaceuticals & Biotechnology | 5.72 | - |
Consumer Durables | 2.05 | - |
Capital Markets | 5.19 | - |
Finance | 10.65 | - |
Telecom - Services | 2.5 | - |
Diversified FMCG | 3.55 | - |
Automobiles | 2.64 | - |
Construction | 0.62 | 7.02 |
Gas | 0.88 | - |
Oil | 1.44 | - |
Auto Components | 2.84 | - |
Entertainment | 1.69 | - |
Industrial Products | 0.73 | - |
Consumable Fuels | 4.12 | - |
Minerals & Mining | 1.08 | - |
Power | 5.86 | - |
Retailing | 1.68 | - |
Beverages | 3.61 | - |
Energy | - | 9.98 |
Technology | - | 5.11 |
Consumer Staples | - | 1.72 |
Financial | - | 18.59 |
Healthcare | - | 10.7 |
Metals & Mining | - | 3.03 |
Capital Goods | - | 8.99 |
Insurance | - | 1.71 |
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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