UTI Focused Fund vs Canara Robeco Focused Equity Fund compare

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

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tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Fund Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2431 Cr ₹2739 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 1.97 1.94
Manager Shridatta Bhandwaldar Deepesh Agarwal
ISIN Code INF760K01JT0 INF789F1AUY5
Exits Load Exit load of 1% if redeemed within 365 Days./365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Month 3.76% 3.3%
6 Month 18.6% 22.04%
1 Year 39.29% 40.5%
3 Year 18.8% 17.3%
5 Year - -

SIP Return Analysis

Scheme Name Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 14.2% 16.06%
3 Year 33.99% 35.77%
5 Year 35.86% 35.77%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Year 15.81% 17.18%
3 Year 41.6% 40.53%
5 Year 42.02% 40.53%

Risk Management

Scheme Name Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 11.63% 12.68%
Sharp 1.02% 0.81%
Beta 0.83% 0.83%
Alpha 2.02% -1.27%

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Fund Managers

Scheme Name Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option
Name Shridatta Bhandwaldar Deepesh Agarwal
Total AUM ₹69491 Cr ₹35015 Cr
Fund Manage 12 9
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 5.26 1.75
Large Cap 82.83 79.14
Mid Cap 7.35 19.08
Small Cap 4.56 -

Sector Allocation

Scheme Name

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 4.79 1.68
Energy 8.27 6
Technology 8.14 9.05
Construction 4.79 3.34
Healthcare 5.61 5.64
Metals & Mining 3.68 1.84
Financial 23.74 26.46
Consumer Staples 2.06 6.27
Insurance 5.09 2.49
Consumer Discretionary 4.47 -
Capital Goods 5.52 8.13
Communication 4.79 4.28
Automobile 8.47 9.01
Services 7.19 10.12
Materials 3.39 3.76
Chemicals - 1.9

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