UTI Focused Fund vs Canara Robeco Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Canara Robeco Focused Equity 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 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) ₹2514 Cr ₹2687 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 1.94 1.95
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 -5.96% -2.91%
6 Month -0.98% -6.58%
1 Year 15.31% 10.34%
3 Year 13.38% 12.37%
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 8.36% 0.09%
3 Year 19.26% 15.92%
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 14.32% 17.21%
3 Year 18.49% 16.74%
5 Year - -

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns24%

VS

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

3Y Returns23.35%

Compare Now

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns19.57%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns14.2%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns15%

VS

Mirae Asset Large Cap Fund - Growth Plan Mirae Asset Large Cap Fund - Growth Plan

3Y Returns9.22%

Compare Now

HDFC Multi Cap Fund - Growth Option HDFC Multi Cap Fund - Growth Option

3Y Returns19.95%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully