Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Focused Fund vs Canara Robeco Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Canara Robeco Focused Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon 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) ₹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 2.74% 2.65%
6 Month 10.46% 6.98%
1 Year 8.25% 4.26%
3 Year 17.27% 14.67%
5 Year - -

SIP Return Analysis

Scheme Name Canara Robeco Focused Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
6 Month 4.1% 3.31%
1 Year 16.42% 11.82%
3 Year 17.92% 13.55%
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 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

Top Comparisons

ICICI Prudential Credit Risk Fund - Growth ICICI Prudential Credit Risk Fund - Growth

3Y Returns8.44%

VS

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.65%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns7.25%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns6.07%

Compare Now

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns14.38%

VS

Canara Robeco Focused Fund - Regular Plan - Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option

3Y Returns17.27%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns10.42%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.44%

Compare Now
Add to Cart Successfully