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) | ₹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 |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Month | -6.01% | 3.98% |
6 Month | 11.3% | 24.27% |
1 Year | 46.16% | 52.27% |
3 Year | 21.16% | - |
5 Year | 21.14% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 21.72% | 20.18% |
3 Year | 52.97% | 48.25% |
5 Year | 90.67% | 48.25% |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.99% | 27% |
3 Year | 16.52% | 20.97% |
5 Year | 14.88% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.45% | 14.73% |
Sharp | 1.29% | - |
Beta | 0.95% | - |
Alpha | 6.01% | - |
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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 | 2.76 | 8.36 |
Large Cap | 57.7 | 55.53 |
Mid Cap | 19.73 | 15.41 |
Small Cap | 19.81 | 20.69 |
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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