UTI Value Fund vs Canara Robeco Value Fund compare

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Canara Robeco Value Fund - Regular Plan - Growth Option

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UTI Value 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 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 Risk	Very High Risk
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

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	UTI Value Fund- Regular Plan - Growth Option
1 Month	-3.98%	-1.88%
6 Month	-11.15%	-8.7%
1 Year	3.53%	13.1%
3 Year	17.08%	16.05%
5 Year	-	18.06%

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	UTI Value Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-9.81%	-1.68%
3 Year	15.24%	18.05%
5 Year	-	19.55%

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%

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%	0.68%
Beta	0.879%	0.96%
Alpha	4.024%	1.91%

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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

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	UTI Value Fund- Regular Plan - Growth Option
Others	4.91	1.76
Large Cap	65.41	63.18
Small Cap	15.85	17.42
Mid Cap	13.83	17.55

Scheme Name	Canara Robeco Value Fund - Regular Plan - Growth Option	UTI Value Fund- Regular Plan - Growth Option
Others	2.58	1.76
Energy	12.51	-
Technology	7.54	-
Consumer Staples	9.15	-
Construction	6.48	0.74
Financial	24.69	-
Healthcare	6.02	-
Consumer Discretionary	0.53	-
Capital Goods	9.2	-
Insurance	2.57	2.94
Automobile	6.93	-
Chemicals	1.98	-
Materials	2.35	-
Communication	3.4	-
Services	2.68	-
Textiles	1.39	-
Telecom - Services	-	4.02
Petroleum Products	-	2.69
Gas	-	0.79
IT - Software	-	11.16
Cement & Cement Products	-	2.64
Personal Products	-	1.99
Transport Services	-	1.56
Ferrous Metals	-	2.39
Textiles & Apparels	-	0.7
Non - Ferrous Metals	-	2.03
Pharmaceuticals & Biotechnology	-	7.39
Banks	-	25.72
Healthcare Services	-	2.2
Automobiles	-	4.76
Consumer Durables	-	3.72
Electrical Equipment	-	0.31
Diversified FMCG	-	1.01
Fertilizers & Agrochemicals	-	1.19
Entertainment	-	1.2
Agricultural Food & other Products	-	0.88
Realty	-	1.3
Industrial Products	-	0.69
Aerospace & Defense	-	1.01
Capital Markets	-	1.41
Power	-	2.42
Consumable Fuels	-	1.56
Minerals & Mining	-	1.03
Retailing	-	2.39
Finance	-	1.45
Auto Components	-	1.3
Leisure Services	-	0.69
Transport Infrastructure	-	0.87