UTI vs Canara Robeco Flexicap Fund compare
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
UTI Flexi Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Fund | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13799 Cr | ₹25757 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 16 Sep 2003 | 01 Aug 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 30% | 8% |
| Expense Ratio | 1.69 | 1.69 |
| Manager | Shridatta Bhandwaldar | Ajay Tyagi |
| ISIN Code | INF760K01019 | INF789F01513 |
| Exits Load | Canara Robeco Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Flexi Cap 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 Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | -0.98% | -1.88% |
| 6 Month | 1.62% | -1.52% |
| 1 Year | 1.84% | -2.65% |
| 3 Year | 14.27% | 10.35% |
| 5 Year | 15.57% | 11.18% |
SIP Return Analysis
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.34% | 0.8% |
| 1 Year | 15.33% | 8.56% |
| 3 Year | 14.54% | 10.93% |
| 5 Year | 14.01% | 9.36% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.26% | 13.39% |
| 3 Year | 15.19% | 12.98% |
| 5 Year | 14.48% | 14.95% |
Risk Management
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.94% | 13.38% |
| Sharp | 0.75% | 0.44% |
| Beta | 0.9% | 0.84% |
| Alpha | 0.07% | -3.07% |
Fund Managers
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Name | Shridatta Bhandwaldar | Ajay Tyagi |
| Total AUM | ₹69491 Cr | ₹26424 Cr |
| Funds Managed | 12 | 1 |
| Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
Market Cap
| Scheme Name |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 6.87 | 16.48 |
| Large Cap | 69.25 | 52.62 |
| Mid Cap | 19.92 | 19.77 |
| Small Cap | 3.96 | 11.14 |
Sector Allocation
| Scheme Name |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.63 | 3.21 |
| Energy | 4.25 | - |
| Technology | 8.6 | 15.13 |
| Industrials | 11.97 | 6.74 |
| Consumer Cyclical | 17.3 | 20.99 |
| Healthcare | 6.84 | 10.69 |
| Consumer Defensive | 7.01 | 5.13 |
| Basic Materials | 5.75 | 6.13 |
| Financial Services | 28.52 | 23.97 |
| Real Estate | 1.04 | - |
| Utilities | 2.11 | - |
| Communication Services | 3.99 | 8 |
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