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) | ₹2616 Cr | ₹2602 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 | 4.49% | 3.27% |
6 Month | 5.14% | 5.85% |
1 Year | 11.38% | 3.05% |
3 Year | 23.08% | 20.09% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 11.22% | 9.22% |
1 Year | 16.2% | 9.31% |
3 Year | 21.02% | 17.12% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 14.29% | 15.34% |
3 Year | 17.31% | 14.49% |
5 Year | - | - |
Risk Management
Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.44% | 14.30% |
Sharp | 0.93% | 0.72% |
Beta | 0.89% | 0.94% |
Alpha | 2.34% | -0.30% |
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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 | 4.96 | 2.2 |
Large Cap | 74.93 | 74.03 |
Mid Cap | 17.79 | 21.98 |
Small Cap | 2.33 | 1.79 |
Sector Allocation
Scheme Name |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 2.81 | 2.2 |
Energy | 3.39 | 2.9 |
Technology | 9.2 | 11.08 |
Industrials | 9.52 | 10.39 |
Healthcare | 10.93 | 5.83 |
Financial Services | 29.02 | 32.25 |
Basic Materials | 6.37 | 5.06 |
Consumer Defensive | 4.29 | 7.15 |
Consumer Cyclical | 17.67 | 11.33 |
Communication Services | 4.67 | 5.15 |
Utilities | 2.14 | 4.04 |
Real Estate | - | 2.62 |
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