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) | ₹2749 Cr | ₹2579 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 | 0.73% | 0.34% |
6 Month | 12.08% | 8.15% |
1 Year | 5.45% | -0.46% |
3 Year | 18.59% | 15.79% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.81% | 2.61% |
1 Year | 16.54% | 12.14% |
3 Year | 18.28% | 14.06% |
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 | 12.22% | 12.84% |
Sharp | 0.86% | 0.60% |
Beta | 0.89% | 0.92% |
Alpha | 2.13% | -0.86% |
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 | 13.29 | 8.76 |
Large Cap | 70.96 | 67.97 |
Mid Cap | 14.21 | 21.09 |
Small Cap | 1.54 | 2.19 |
Sector Allocation
Scheme Name |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.41 | 3.33 |
Energy | 4.61 | 3.89 |
Technology | 4.62 | 8.84 |
Industrials | 13.33 | 11.7 |
Healthcare | 13.06 | 5.71 |
Financial Services | 27.4 | 31.28 |
Consumer Cyclical | 17.58 | 11.31 |
Basic Materials | 4.25 | 5.93 |
Consumer Defensive | 4.82 | 6.55 |
Communication Services | 4.91 | 4.7 |
Real Estate | - | 2.41 |
Utilities | - | 4.34 |
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