Axis Value Fund vs Canara Robeco Value Fund compare
Canara Robeco Value Fund - Regular Plan - Growth Option
Axis Value Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1283 Cr | ₹921 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 | 2.83% | 2.88% |
6 Month | 2.54% | -0.48% |
1 Year | 2.71% | 4.56% |
3 Year | 23.62% | 27.28% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.2% | 8.8% |
1 Year | 10.03% | 9.26% |
3 Year | 18.5% | 22.81% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 21.01% | 24.99% |
3 Year | 19.79% | 20.47% |
5 Year | - | - |
Risk Management
Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.32% | 14.50% |
Sharp | 1.20% | 1.33% |
Beta | 0.93% | 0.99% |
Alpha | 2.83% | 5.29% |
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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 | 5.29 | 5.48 |
Large Cap | 62.14 | 62.23 |
Small Cap | 25.79 | 18.28 |
Mid Cap | 6.78 | 14.01 |
Sector Allocation
Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 4.22 | 3.42 |
Energy | 7.7 | 6.24 |
Technology | 7.61 | 11.34 |
Industrials | 12.35 | 10.63 |
Financial Services | 29.9 | 30.5 |
Healthcare | 8.09 | 9.79 |
Utilities | 4.49 | 3.49 |
Basic Materials | 5.42 | 4.19 |
Consumer Defensive | 6.63 | 3.4 |
Consumer Cyclical | 7.58 | 10.92 |
Communication Services | 3.77 | 3.25 |
Real Estate | 2.24 | 2.83 |
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