Tata Equity PE Fund Regular Plan vs Axis Value Fund compare

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Tata Equity PE Fund Regular Plan -(Growth Option)

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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	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 Risk	Very High Risk
Asset Size (Cr)	₹8068 Cr	₹785 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	1.79	2.33
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	-6.16%	-5.89%
6 Month	-15.26%	-10.36%
1 Year	2.99%	9.28%
3 Year	17.73%	19.05%
5 Year	17.7%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-15.06%	-4.09%
3 Year	15.67%	20.78%
5 Year	18.37%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
1 Year	17.28%	28.41%
3 Year	16.64%	20.86%
5 Year	14.99%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.45%	14.624%
Sharp	0.8%	0.892%
Beta	0.99%	1.009%
Alpha	3.71%	4.878%

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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

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