Value Fund · head to head · AMFI NAVs
Axis Value Fund vs ICICI Prudential Value Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Axis Value Fund is worth ₹8.74 L (XIRR 15.5%) and ICICI Prudential Value Fund ₹7.55 L (XIRR 9.4%) — Axis Value Fund ahead by ₹1,19,182. Across every 3-year SIP since Oct 2021, Axis Value Fund finished ahead in 25 of 25 and ICICI Prudential Value Fund in 0.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Axis Value Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Axis Value Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Axis Value Fund | XIRR | ICICI Prudential Value Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.21 L | 2.7% | ₹1.11 L | -15.3% | ₹1.21 L / ₹1.11 L |
| 3 years | ₹3,60,000 | ₹4.06 L | 8.4% | ₹3.60 L | -0.0% | ₹4.05 L / ₹3.60 L |
| 5 years | ₹6,00,000 | ₹8.74 L | 15.5% | ₹7.55 L | 9.4% | ₹8.55 L / ₹7.51 L |
Every 3-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 25 SIPs, the first starting Oct 2021. Axis Value Fund finished ahead in 100% of them; the median gap was 2.2 percentage points a year in Axis Value Fund's favour.
Downside on the same dates: Axis Value Fund's worst 3-year SIP returned 8.8% a year (started Apr 2023) and 0 of 25 lost money; ICICI Prudential Value Fund's worst returned 0.6% (started Oct 2023) and 0 lost money.
XIRR of every 3-year monthly SIP by the month it started. Gap = Axis Value Fund minus ICICI Prudential Value Fund, percentage points a year.
| Window | SIPs compared | Ahead (Axis / ICICI) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 25 | 100% / 0% | +2.2 pp | +0.5 ppstarted May 2022 | +8.6 ppstarted Sep 2023 |
Against an index fund, and the cost of the Regular plan
- Axis Value Fund beat a plain Nifty 500 index fund in 100% of 25 rolling 3-year SIPs (median gap +7.1 pp a year) — Axis Value Fund vs Nifty 500 index fund.
- Axis Value Fund: the Regular plan of the same 5-year SIP ended ₹34,198 below Direct.
- ICICI Prudential Value Fund beat a plain Nifty 500 index fund in 94% of 49 rolling 3-year SIPs (median gap +6.9 pp a year) — ICICI Prudential Value Fund vs Nifty 500 index fund.
- ICICI Prudential Value Fund: the Regular plan of the same 10-year SIP ended ₹89,356 below Direct.
Questions
Which has given better SIP returns, Axis Value Fund or ICICI Prudential Value Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹8.74 L in Axis Value Fund (XIRR 15.5%) and ₹7.55 L in ICICI Prudential Value Fund (XIRR 9.4%). Past returns don't tell you which will do better next.
Has Axis Value Fund beaten ICICI Prudential Value Fund consistently?
In 100% of 25 rolling 3-year SIPs started on the same dates (from Oct 2021), Axis Value Fund ended ahead of ICICI Prudential Value Fund (Direct plans). The median difference was +2.2 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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