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UTI Value Fund vs Canara Robeco Value Fund compare

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

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Month 4.2% 3.29%
6 Month -3.56% -4.18%
1 Year 9.11% 15.49%
3 Year 19.23% 18.26%
5 Year - 25.59%

SIP Return Analysis

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option
6 Month 0.36% -1.04%
1 Year -4.05% -4.34%
3 Year 16.89% 17.97%
5 Year - 18.53%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.64%
Beta 0.879% 0.93%
Alpha 4.024% 2.62%

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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
Funds Managed 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 5.26 0.94
Large Cap 63.36 67.71
Small Cap 24.56 13.24
Mid Cap 6.82 18.1

Sector Allocation

Scheme Name

Canara Robeco Value Fund - Regular Plan - Growth Option

UTI Value Fund- Regular Plan - Growth Option

Others 4.09 0.57
Energy 7.38 5.65
Technology 8.48 11.65
Industrials 12.16 4.94
Financial Services 29.91 33.72
Healthcare 8.48 7.88
Utilities 4.84 2.6
Basic Materials 4.92 9.82
Consumer Defensive 6.66 3.37
Consumer Cyclical 7.08 11.83
Communication Services 3.75 6.49
Real Estate 2.24 1.47

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