UTI Focused Fund vs Canara Robeco Focused Equity Fund compare
Canara Robeco Focused Fund - Regular Plan - Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹2857 Cr | ₹2638 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 | -0.29% | 0.26% |
| 6 Month | 5.93% | 4.16% |
| 1 Year | 3.95% | 2.38% |
| 3 Year | 16.43% | 14.28% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.93% | 2.6% |
| 1 Year | 16.38% | 12.53% |
| 3 Year | 17.32% | 13.09% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.05% | 13.43% |
| 3 Year | 17.75% | 14.81% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.16% | 12.89% |
| Sharp | 0.84% | 0.64% |
| Beta | 0.88% | 0.93% |
| Alpha | 1.85% | -0.48% |
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 | 11.11 | 7.66 |
| Large Cap | 72.73 | 68.68 |
| Mid Cap | 14.11 | 21.52 |
| Small Cap | 2.05 | 2.13 |
Sector Allocation
| Scheme Name |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.72 | 1.61 |
| Energy | 5.36 | 4.14 |
| Financial Services | 29.29 | 31.44 |
| Technology | 4.36 | 9.82 |
| Industrials | 13.49 | 14.4 |
| Healthcare | 12.25 | 5.86 |
| Consumer Cyclical | 16.53 | 10.99 |
| Basic Materials | 4.6 | 6.28 |
| Consumer Defensive | 4.8 | 6.04 |
| Communication Services | 5.61 | 5.02 |
| Real Estate | - | 2.55 |
| Utilities | - | 1.85 |
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