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Canara Robeco Value Fund vs Axis 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) | ₹1284 Cr | ₹1073 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 | 3.29% | 3.51% |
| 6 Month | 6.56% | 10.49% |
| 1 Year | 1.54% | 4.98% |
| 3 Year | 17.1% | 22.94% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.87% | 1.17% |
| 1 Year | 4.13% | 8.49% |
| 3 Year | 11.9% | 17.51% |
| 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 | 5.32 | 6.47 |
| Large Cap | 62.48 | 58.2 |
| Small Cap | 25.14 | 18.8 |
| Mid Cap | 7.06 | 16.52 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 1.2 |
| Energy | 8.05 | 5.54 |
| Technology | 7.25 | 11.29 |
| Industrials | 12.2 | 12.13 |
| Financial Services | 31.01 | 28.71 |
| Healthcare | 8.37 | 11.76 |
| Utilities | 4.1 | 3.67 |
| Basic Materials | 4.94 | 4.73 |
| Consumer Defensive | 6.83 | 2.28 |
| Consumer Cyclical | 7.53 | 13 |
| Communication Services | 4.18 | 2.84 |
| Real Estate | 1.84 | 2.84 |
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