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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) | ₹1270 Cr | ₹9672 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 | 0.78% | 2.52% |
| 6 Month | 12.77% | 14.27% |
| 1 Year | -5.43% | -1.87% |
| 3 Year | 16.58% | 17.5% |
| 5 Year | - | 21.84% |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.45% | 4.48% |
| 1 Year | 5.59% | 11% |
| 3 Year | 14.39% | 18.39% |
| 5 Year | - | 17.73% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.26% | 13.04% |
| 3 Year | 20.59% | 14.19% |
| 5 Year | - | 13.49% |
Risk Management
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 12.09% |
| Sharp | 0.78% | 0.89% |
| Beta | 0.95% | 0.91% |
| Alpha | 2.65% | 2.75% |
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 | 6.29 | 2.58 |
| Large Cap | 60.44 | 66.05 |
| Small Cap | 26.26 | 15.39 |
| Mid Cap | 7.01 | 15.99 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.16 | 0.87 |
| Energy | 7.94 | 5.52 |
| Technology | 7.53 | 10.15 |
| Industrials | 10.58 | 6.16 |
| Financial Services | 30.54 | 33.57 |
| Healthcare | 8.16 | 8.23 |
| Utilities | 4.35 | 2.69 |
| Basic Materials | 5.57 | 8.17 |
| Consumer Defensive | 7.48 | 2.38 |
| Consumer Cyclical | 6.85 | 13.85 |
| Communication Services | 3.81 | 7.07 |
| Real Estate | 2.03 | 1.35 |
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