- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Capital Builder Value Fund vs Canara Robeco Value Fund compare
HDFC Value Fund - Growth Plan
Canara Robeco Value Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7609 Cr | ₹1332 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Feb 1994 | 03 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 4.74% | 39.82% |
| Expense Ratio | 1.84 | 2.14 |
| Manager | Dhruv Muchhal | Vishal Mishra |
| ISIN Code | INF179K01426 | INF760K01JZ7 |
| Exits Load | HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.48% | 2.6% |
| 6 Month | 7.85% | 4.39% |
| 1 Year | 10.2% | 5.16% |
| 3 Year | 18.94% | 16.91% |
| 5 Year | 21.15% | - |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.49% | 1.72% |
| 1 Year | 17.48% | 10.64% |
| 3 Year | 18.06% | 13.96% |
| 5 Year | 17.89% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.05% | 19.39% |
| 3 Year | 17.01% | 19.98% |
| 5 Year | 16.85% | - |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.06% | 12.74% |
| Sharp | 0.91% | 0.80% |
| Beta | 0.98% | 0.95% |
| Alpha | 2.69% | 1.24% |
Fund Managers
| Scheme Name | HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Vishal Mishra |
| Total AUM | ₹520687 Cr | ₹19446 Cr |
| Funds Managed | 40 | 5 |
| HDFC Value Fund - Growth Plan | Canara Robeco Value Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Value Fund - Growth Plan |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.74 | 5.32 |
| Large Cap | 68.91 | 62.48 |
| Mid Cap | 11.86 | 7.06 |
| Small Cap | 16.5 | 25.14 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.83 | 3.71 |
| Energy | 4.59 | 8.05 |
| Technology | 8.42 | 7.25 |
| Industrials | 8.28 | 12.2 |
| Consumer Cyclical | 9.78 | 7.53 |
| Consumer Defensive | 7.69 | 6.83 |
| Financial Services | 34.9 | 31.01 |
| Healthcare | 7.57 | 8.37 |
| Basic Materials | 4.11 | 4.94 |
| Utilities | 5.28 | 4.1 |
| Communication Services | 4.25 | 4.18 |
| Real Estate | 3.3 | 1.84 |
Top Comparisons
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.51%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.53%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.52%
Franklin India Large Cap Fund-Growth
3Y Returns14.53%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.99%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns16.13%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.24%
