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Canara Robeco Value Fund vs UTI Value Fund compare
Canara Robeco Value Fund - Regular Plan - Growth Option
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1209 Cr | ₹9606 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Sep 2021 | 20 Jul 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 39.82% | 28% |
| Expense Ratio | 2.14 | 1.82 |
| Manager | Vishal Mishra | Amit Kumar Premchandani |
| ISIN Code | INF760K01JZ7 | INF789F01AG5 |
| Exits Load | Canara Robeco Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Value Fund - 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 Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.57% | 5.82% |
| 6 Month | -12.65% | -11.3% |
| 1 Year | 6.35% | 15.09% |
| 3 Year | 17.69% | 16.49% |
| 5 Year | - | 27.14% |
SIP Return Analysis
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.01% | -4.37% |
| 1 Year | -9.45% | -5.13% |
| 3 Year | 15.9% | 18.18% |
| 5 Year | - | 18.95% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.54% | 13.34% |
| 3 Year | 20.72% | 13.88% |
| 5 Year | - | 13.37% |
Risk Management
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.532% | 12.09% |
| Sharp | 0.888% | 0.65% |
| Beta | 0.879% | 0.94% |
| Alpha | 4.024% | 2.73% |
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Fund Managers
| Scheme Name | Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Vishal Mishra | Amit Kumar Premchandani |
| Total AUM | ₹19446 Cr | ₹13572 Cr |
| Funds Managed | 5 | 3 |
| Canara Robeco Value Fund - Regular Plan - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.26 | 0.94 |
| Large Cap | 63.36 | 67.71 |
| Small Cap | 24.56 | 13.24 |
| Mid Cap | 6.82 | 18.1 |
Sector Allocation
| Scheme Name |
Canara Robeco Value Fund - Regular Plan - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.09 | 0.57 |
| Energy | 7.38 | 5.65 |
| Technology | 8.48 | 11.65 |
| Industrials | 12.16 | 4.94 |
| Financial Services | 29.91 | 33.72 |
| Healthcare | 8.48 | 7.88 |
| Utilities | 4.84 | 2.6 |
| Basic Materials | 4.92 | 9.82 |
| Consumer Defensive | 6.66 | 3.37 |
| Consumer Cyclical | 7.08 | 11.83 |
| Communication Services | 3.75 | 6.49 |
| Real Estate | 2.24 | 1.47 |
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