UTI Value Fund vs Canara Robeco Value Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Value 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 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) ₹1241 Cr ₹9904 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 2.13 1.8
Manager Vishal Mishra Amit Kumar Premchandani
ISIN Code INF760K01JZ7 INF789F01AG5
Exits Load Exit load of 1% if redeemed within 365 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Month 1.13% 6%
6 Month 18.11% 30.8%
1 Year 42.03% 45.66%
3 Year - 20.34%
5 Year - 24.18%

SIP Return Analysis

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option
6 Month - -
1 Year 17.28% 19.73%
3 Year 44.23% 41.61%
5 Year 44.23% 79.02%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Year 21.85% 23.65%
3 Year 48.34% 58.82%
5 Year 48.34% 87.31%

Risk Management

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option
Standard Deviation 13.19% 12.09%
Sharp - 1%
Beta - 0.94%
Alpha - 2.15%

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 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
Fund Manage 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 4.91 1
Large Cap 65.41 66.06
Small Cap 15.85 18.18
Mid Cap 13.83 14.74

Sector Allocation

Scheme Name

Canara Robeco Value Fund - Regular Plan - Growth Option

UTI Value Fund- Regular Plan - Growth Option

Others 2.58 0.47
Energy 12.51 8.3
Technology 7.54 9.03
Consumer Staples 9.15 3.97
Construction 6.48 2.5
Financial 24.69 28.63
Healthcare 6.02 8.99
Consumer Discretionary 0.53 3.59
Capital Goods 9.2 1.85
Insurance 2.57 2.71
Automobile 6.93 7.89
Chemicals 1.98 1.25
Materials 2.35 4.15
Communication 3.4 4.23
Services 2.68 5.22
Textiles 1.39 1.36
Metals & Mining - 5.84

Top Comparisons

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns0%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns5.24%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.12%

VS

Nippon India Banking  & PSU Debt Fund- Growth Plan- Growth Option Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

3Y Returns5.49%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

Compare Now

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns6.3%

VS

Axis Regular Saver Fund - Regular Plan - Growth Option Axis Regular Saver Fund - Regular Plan - Growth Option

3Y Returns6.31%

Compare Now
Request call back
Add to Cart Successfully