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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) ₹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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