UTI Focused Fund vs Canara Robeco Focused Equity Fund compare

Link copied to clipboard!

Canara Robeco Focused Fund - Regular Plan - Growth Option

Invest Now

UTI Focused Fund- Regular Plan - Growth Option

Invest Now

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)	₹2718 Cr	₹2552 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

Scheme Name	Canara Robeco Focused Fund - Regular Plan - Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Month	2.1%	4.37%
6 Month	17.6%	15.1%
1 Year	2.26%	-4.55%
3 Year	17.74%	15.07%
5 Year	-	-

Scheme Name	Canara Robeco Focused Fund - Regular Plan - Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	5.09%	3.79%
1 Year	14.05%	9.67%
3 Year	18.07%	14.06%
5 Year	-	-

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	-	-

Scheme Name	Canara Robeco Focused Fund - Regular Plan - Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.31%	12.97%
Sharp	0.80%	0.51%
Beta	0.88%	0.91%
Alpha	2.96%	-0.55%

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

Scheme Name	Canara Robeco Focused Fund - Regular Plan - Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	11.97	5.5
Large Cap	71.24	71.24
Mid Cap	15.18	21.14
Small Cap	1.61	2.12

Scheme Name	Canara Robeco Focused Fund - Regular Plan - Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	5.01	1.46
Energy	4.64	3.91
Technology	4.79	9.04
Industrials	12.16	12.62
Healthcare	13.15	5.73
Financial Services	26	30.89
Consumer Cyclical	19.75	11.49
Basic Materials	4.45	5.86
Consumer Defensive	5.26	7.62
Communication Services	4.78	4.77
Real Estate	-	2.36
Utilities	-	4.25