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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) | ₹1270 Cr | ₹1021 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 | 0.5% | 3.15% |
| 6 Month | 12.37% | 14.49% |
| 1 Year | -5.59% | -1.11% |
| 3 Year | 16.64% | 21.28% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.45% | 4.75% |
| 1 Year | 5.59% | 10.67% |
| 3 Year | 14.39% | 20.44% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.26% | 23.21% |
| 3 Year | 20.59% | 21.29% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.02% | 13.88% |
| Sharp | 0.78% | 0.97% |
| Beta | 0.95% | 0.99% |
| Alpha | 2.65% | 5.68% |
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 | 6.29 | 5.7 |
| Large Cap | 60.44 | 58.19 |
| Small Cap | 26.26 | 19.26 |
| Mid Cap | 7.01 | 16.84 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.16 | 1.91 |
| Energy | 7.94 | 5.88 |
| Technology | 7.53 | 12.44 |
| Industrials | 10.58 | 10.62 |
| Financial Services | 30.54 | 30.3 |
| Healthcare | 8.16 | 11.42 |
| Utilities | 4.35 | 3.88 |
| Basic Materials | 5.57 | 4.93 |
| Consumer Defensive | 7.48 | 2.67 |
| Consumer Cyclical | 6.85 | 10.62 |
| Communication Services | 3.81 | 2.88 |
| Real Estate | 2.03 | 2.46 |
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