Tata Equity PE Fund Regular Plan vs Axis Value Fund compare

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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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 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) ₹8485 Cr ₹620 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Jun 2004 15 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 2.38
Manager Amey Sathe Vinayak Jayanath
ISIN Code INF277K01451 INF846K013C4
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Axis Value Fund - Regular Plan - Growth
1 Month -7.14% -4.9%
6 Month 4.55% 11.29%
1 Year 32.34% 37.23%
3 Year 19.13% 19.4%
5 Year 19.95% -

SIP Return Analysis

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 23.37% 29.22%
3 Year 28.91% 30.53%
5 Year 25.91% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Axis Value Fund - Regular Plan - Growth
Standard Deviation 12.45% 14.73%
Sharp 1.03% -
Beta 0.96% -
Alpha 5.16% -

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Fund Managers

Scheme 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

Market Cap

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

Axis Value Fund - Regular Plan - Growth

Others 2.76 8.36
Large Cap 57.7 55.53
Mid Cap 19.73 15.41
Small Cap 19.81 20.69

Sector Allocation

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

Axis Value Fund - Regular Plan - Growth

Others 2.71 3.82
Materials 8.03 2.85
Energy 18.67 9.98
Financial 28.56 18.59
Automobile 7.33 13.4
Capital Goods 6.97 8.99
Technology 4.36 5.11
Services 4.01 5.02
Healthcare 2.82 10.7
Chemicals 1.41 0.5
Communication 1.45 3.53
Consumer Staples 6.13 1.72
Construction 1.56 7.02
Textiles 3.15 -
Metals & Mining 2.84 3.03
Insurance - 1.71
Consumer Discretionary - 2.4
Diversified - 1.62

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