Axis Value Fund vs Canara Robeco Value Fund compare

Axis Value Fund vs Canara Robeco Value Fund compare

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Canara Robeco Value 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	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Fund	Canara Robeco Value 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)	₹1336 Cr	₹1372 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Sep 2021	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	Nifty 500 Value 50 TRI
Turn Over	39.82%	15%
Expense Ratio	2.14	2.33
Manager	Vishal Mishra	Vinayak Jayanath
ISIN Code	INF760K01JZ7	INF846K013C4
Exits Load	Canara Robeco Value 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

Trailing Lumpsum Returns

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Month	-1.9%	-1.2%
6 Month	-1.58%	2.77%
1 Year	6.47%	10.51%
3 Year	17.35%	22.77%
5 Year	-	-

SIP Return Analysis

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
6 Month	1.89%	2.32%
1 Year	10.05%	14.49%
3 Year	11.72%	16.73%
5 Year	-	-

Rolling Lumpsum Returns

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
1 Year	16.43%	19.22%
3 Year	18.56%	21.92%
5 Year	-	-

Risk Management

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.56%	13.23%
Sharp	0.83%	1.18%
Beta	0.95%	0.98%
Alpha	1.21%	6.22%

Fund Managers

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Name	Vishal Mishra	Vinayak Jayanath
Total AUM	₹19446 Cr	₹0 Cr
Funds Managed	5	18
	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth

Market Cap

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	10.73	10.09
Large Cap	62.98	58.88
Mid Cap	6.96	14.18
Small Cap	19.33	16.85

Sector Allocation

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	Axis Value Fund - Regular Plan - Growth
Others	4.21	2.82
Energy	7.89	6.74
Technology	6.58	10.25
Industrials	12.35	10.23
Healthcare	7.91	10.58
Financial Services	31.72	34.32
Utilities	3.81	2.1
Basic Materials	3.56	4.36
Consumer Defensive	6.36	2.17
Consumer Cyclical	8.95	10.9
Communication Services	4.91	3.62
Real Estate	1.74	1.92

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