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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) | ₹1341 Cr | ₹1192 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 | -1.23% | -1.03% |
| 6 Month | 2.51% | 6.92% |
| 1 Year | 1.21% | 3.23% |
| 3 Year | 16.21% | 22.25% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.1% | 1.52% |
| 1 Year | 6.66% | 12.15% |
| 3 Year | 12.27% | 18.04% |
| 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 | 12.73% | 13.54% |
| Sharp | 0.75% | 1.07% |
| Beta | 0.95% | 0.99% |
| Alpha | 1.39% | 6.03% |
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 | 6.88 | 7.27 |
| Large Cap | 64.01 | 57.62 |
| Mid Cap | 6.4 | 14.96 |
| Small Cap | 22.71 | 20.14 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.55 | 1.04 |
| Energy | 7.69 | 6.24 |
| Technology | 6.78 | 12.17 |
| Industrials | 12.6 | 10.76 |
| Healthcare | 8.75 | 10.38 |
| Financial Services | 31.56 | 33.15 |
| Utilities | 3.64 | 1.83 |
| Basic Materials | 3.49 | 4.04 |
| Consumer Defensive | 6.55 | 2.39 |
| Consumer Cyclical | 8.74 | 11.78 |
| Communication Services | 4.89 | 3.66 |
| Real Estate | 1.76 | 2.55 |
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