Canara Robeco Value Fund vs HDFC Capital Builder Value Fund compare

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tortoise-icon HDFC Capital Builder Value Fund - Growth Plan

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tortoise-icon Canara Robeco Value Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Fund HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7315 Cr ₹1241 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 05 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 2.13
Manager Dhruv Muchhal Vishal Mishra
ISIN Code INF179K01426 INF760K01JZ7
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
1 Month 1.57% 1.13%
6 Month 20.67% 18.11%
1 Year 47.76% 42.03%
3 Year 22.06% -
5 Year 22.7% -

SIP Return Analysis

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.64% 17.28%
3 Year 44.36% 44.23%
5 Year 83.4% 44.23%

Rolling Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
1 Year 14.55% 23.65%
3 Year 14.98% 22.66%
5 Year 14.29% -

Risk Management

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Standard Deviation 12.73% 13.19%
Sharp 1.15% -
Beta 0.96% -
Alpha 2.13% -

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Fund Managers

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Vishal Mishra
Total AUM ₹520687 Cr ₹19446 Cr
Fund Manage 40 5
HDFC Capital Builder Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Canara Robeco Value Fund - Regular Plan - Growth Option

Others 0.86 4.91
Large Cap 66.42 65.41
Mid Cap 14.67 13.83
Small Cap 18.05 15.85

Sector Allocation

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Canara Robeco Value Fund - Regular Plan - Growth Option

Others 0.55 2.58
Telecom - Services 4.9 -
IT - Software 8.5 -
IT - Services 0.67 -
Personal Products 2.61 -
Transport Services 0.98 -
Construction 5.18 6.48
Healthcare Services 1.79 -
Petroleum Products 1.55 -
Pharmaceuticals & Biotechnology 6.07 -
Banks 24.32 -
Agricultural, Commercial & Construction Vehicles 0.46 -
Consumer Durables 2.14 -
Automobiles 3.92 -
Cement & Cement Products 2.51 -
Ferrous Metals 0.83 -
Telecom - Equipment & Accessories 1.57 -
Capital Markets 2.64 -
Insurance 1.81 2.57
Finance 2.17 -
Gas 0.9 -
Diversified FMCG 1.25 -
Aerospace & Defense 3.31 -
Entertainment 0.68 -
Industrial Manufacturing 0.67 -
Realty 4.31 -
Auto Components 3.07 -
Industrial Products 2.11 -
Transport Infrastructure 0.57 -
Consumable Fuels 0.94 -
Beverages 3.16 -
Power 3.31 -
Retailing 0.55 -
Energy - 12.51
Technology - 7.54
Consumer Staples - 9.15
Financial - 24.69
Healthcare - 6.02
Consumer Discretionary - 0.53
Capital Goods - 9.2
Automobile - 6.93
Chemicals - 1.98
Materials - 2.35
Communication - 3.4
Services - 2.68
Textiles - 1.39

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