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) | ₹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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