UTI Focused Fund vs Canara Robeco Focused Equity Fund compare
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹2441 Cr | ₹2563 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 Equity Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -2.75% | -1.63% |
6 Month | -7.01% | -10.58% |
1 Year | 8.55% | 6.57% |
3 Year | 13.77% | 13.31% |
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 | -4.02% | -7.45% |
3 Year | 15.12% | 13.28% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 16.37% | 17.01% |
3 Year | 17.76% | 14.5% |
5 Year | - | - |
Risk Management
Scheme Name | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.67% | 13.63% |
Sharp | 0.644% | 0.547% |
Beta | 0.868% | 0.916% |
Alpha | 1.157% | 0.08% |
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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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