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) | ₹2869 Cr | ₹2610 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 | -3.43% | -2.49% |
| 6 Month | -0.4% | -0.35% |
| 1 Year | 6.14% | 4.91% |
| 3 Year | 16.47% | 14.88% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.37% | -0.19% |
| 1 Year | 6.99% | 6.47% |
| 3 Year | 13.4% | 10.46% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.55% | 11.23% |
| 3 Year | 17.56% | 14.92% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 12.68% |
| Sharp | 0.93% | 0.77% |
| Beta | 0.89% | 0.93% |
| Alpha | 1.53% | -0.3% |
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 | 10.54 | 10.36 |
| Large Cap | 72.09 | 69.16 |
| Mid Cap | 15.55 | 18.52 |
| Small Cap | 1.82 | 1.96 |
Sector Allocation
| Scheme Name |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.63 | 1.92 |
| Energy | 5.64 | 5.11 |
| Financial Services | 30.43 | 31.57 |
| Technology | 4.6 | 11.07 |
| Industrials | 12.36 | 12.84 |
| Consumer Cyclical | 18.55 | 13.17 |
| Healthcare | 11.96 | 6.07 |
| Real Estate | 1.82 | 2.84 |
| Consumer Defensive | 2.58 | 3.28 |
| Communication Services | 5.93 | 4.03 |
| Basic Materials | 2.51 | 6.18 |
| Utilities | - | 1.91 |
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