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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) | ₹1332 Cr | ₹1151 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 | -0.86% | -0.62% |
| 6 Month | 2.33% | 6.44% |
| 1 Year | -0.27% | 3.17% |
| 3 Year | 15.89% | 21.58% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.32% | 4.35% |
| 1 Year | 11.97% | 17.31% |
| 3 Year | 14.03% | 19.79% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.39% | 22.08% |
| 3 Year | 19.98% | 21.38% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.74% | 13.55% |
| Sharp | 0.80% | 1.12% |
| Beta | 0.95% | 0.98% |
| Alpha | 1.24% | 5.96% |
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 | 6.67 | 7.45 |
| Large Cap | 63.1 | 57.45 |
| Mid Cap | 6.14 | 15.82 |
| Small Cap | 24.09 | 19.28 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.39 | 1.2 |
| Energy | 7.51 | 6.2 |
| Technology | 6.76 | 11.35 |
| Industrials | 12.53 | 12.48 |
| Healthcare | 8.88 | 10.8 |
| Financial Services | 31.05 | 31.05 |
| Utilities | 3.82 | 2.81 |
| Basic Materials | 3.76 | 4.28 |
| Consumer Defensive | 6.94 | 2.24 |
| Consumer Cyclical | 7.45 | 11.15 |
| Communication Services | 4.86 | 3.19 |
| Real Estate | 2.05 | 3.25 |
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