- 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
Canara Robeco Value Fund vs UTI Value Fund compare
Canara Robeco Value Fund - Regular Plan - Growth Option
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1341 Cr | ₹10135 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Sep 2021 | 20 Jul 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 39.82% | 28% |
| Expense Ratio | 2.14 | 1.82 |
| Manager | Vishal Mishra | Amit Kumar Premchandani |
| ISIN Code | INF760K01JZ7 | INF789F01AG5 |
| 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 | UTI Value Fund - 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 | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.49% | 0.55% |
| 6 Month | 1.32% | 4.43% |
| 1 Year | -0.81% | 2.02% |
| 3 Year | 16.15% | 17.73% |
| 5 Year | - | 18.35% |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.1% | 2.36% |
| 1 Year | 10.26% | 14.41% |
| 3 Year | 12.85% | 16.64% |
| 5 Year | - | 16.49% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.39% | 12.86% |
| 3 Year | 19.98% | 14.4% |
| 5 Year | - | 13.56% |
Risk Management
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.73% | 12.42% |
| Sharp | 0.75% | 0.85% |
| Beta | 0.95% | 0.92% |
| Alpha | 1.39% | 2.70% |
Fund Managers
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Vishal Mishra | Amit Kumar Premchandani |
| Total AUM | ₹19446 Cr | ₹13572 Cr |
| Funds Managed | 5 | 3 |
| Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.88 | 3.35 |
| Large Cap | 64.01 | 66.48 |
| Mid Cap | 6.4 | 14.95 |
| Small Cap | 22.71 | 15.22 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.55 | 1.18 |
| Energy | 7.69 | 5.58 |
| Technology | 6.78 | 10.08 |
| Industrials | 12.6 | 6.27 |
| Healthcare | 8.75 | 7.86 |
| Financial Services | 31.56 | 33.49 |
| Utilities | 3.64 | 2.67 |
| Basic Materials | 3.49 | 6.5 |
| Consumer Defensive | 6.55 | 2.22 |
| Consumer Cyclical | 8.74 | 14.24 |
| Communication Services | 4.89 | 7.71 |
| Real Estate | 1.76 | 2.21 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.53%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns22.83%
Invesco India Infrastructure Fund - Growth Option
3Y Returns21.62%
LIC MF Infrastructure Fund-Growth
3Y Returns25.32%
Franklin India Opportunities Fund - Growth
3Y Returns27.63%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns14.65%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns18.26%
