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UTI Focused Fund vs Canara Robeco Focused Equity Fund compare

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

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tortoise-icon UTI Focused 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 Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Fund Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹2720 Cr ₹2590 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 17 May 2021 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 37% 39.82%
Expense Ratio 1.96 1.98
Manager Shridatta Bhandwaldar Deepesh Agarwal
ISIN Code INF760K01JT0 INF789F1AUY5
Exits Load Canara Robeco Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Focused Fund - Regular Plan - 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 Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Month 1.87% -0.21%
6 Month 13.83% 8.18%
1 Year 7.63% -2.14%
3 Year 17.22% 13.56%
5 Year - -

SIP Return Analysis

Scheme Name Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
6 Month 5.53% 1.47%
1 Year 9.95% 0.27%
3 Year 17.76% 12.2%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Year 13.54% 14.04%
3 Year 17.86% 15.12%
5 Year - -

Risk Management

Scheme Name Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 12.35% 13.04%
Sharp 0.93% 0.65%
Beta 0.88% 0.91%
Alpha 2.62% -0.68%

Fund Managers

Scheme Name Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Name Shridatta Bhandwaldar Deepesh Agarwal
Total AUM ₹69491 Cr ₹35015 Cr
Funds Managed 12 9
Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Canara Robeco Focused Fund - Regular Plan - Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 11.8 5.8
Large Cap 71.33 70.41
Mid Cap 15.13 21.69
Small Cap 1.74 2.1

Sector Allocation

Scheme Name

Canara Robeco Focused Fund - Regular Plan - Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 5.74 1.8
Energy 4.75 3.76
Technology 5.57 9.04
Industrials 12.51 12.35
Healthcare 13.64 6.04
Financial Services 26.51 31.59
Consumer Cyclical 17.85 10.46
Basic Materials 4.48 6
Consumer Defensive 5.16 7.55
Communication Services 3.8 4.79
Real Estate - 2.29
Utilities - 4.33

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