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) | ₹13363 Cr | ₹25187 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 | 2.54% | 2.02% |
| 6 Month | 9.21% | 5.71% |
| 1 Year | 6.63% | 4.46% |
| 3 Year | 15.5% | 10.9% |
| 5 Year | 18.76% | 15.11% |
SIP Return Analysis
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.46% | -0.29% |
| 1 Year | 9.95% | 5.02% |
| 3 Year | 13.43% | 10.43% |
| 5 Year | 13.48% | 9.18% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.6% | 13.67% |
| 3 Year | 15.13% | 13.05% |
| 5 Year | 14.43% | 14.93% |
Risk Management
| Scheme Name | Canara Robeco Flexicap Fund - Regular Plan - Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.02% | 12.16% |
| Sharp | 0.72% | 0.38% |
| Beta | 0.90% | 0.83% |
| Alpha | 0.23% | -3.20% |
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 | 6.01 | 16.55 |
| Large Cap | 68.55 | 52.41 |
| Mid Cap | 20.91 | 19.26 |
| Small Cap | 4.52 | 11.77 |
Sector Allocation
| Scheme Name |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.99 | 3.51 |
| Energy | 3.85 | - |
| Technology | 8.06 | 14.11 |
| Industrials | 11.84 | 6.8 |
| Consumer Cyclical | 18.34 | 20.97 |
| Healthcare | 6.53 | 10.99 |
| Consumer Defensive | 7.15 | 5.96 |
| Basic Materials | 6.13 | 6.32 |
| Financial Services | 28.04 | 23.78 |
| Real Estate | 1.04 | - |
| Utilities | 2.58 | - |
| Communication Services | 3.45 | 7.58 |
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