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Canara Robeco Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon UTI Conservative Hybrid 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 Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹936 Cr ₹1690 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Apr 2001 16 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 181% 32%
Expense Ratio 1.85 1.81
Manager Avnish Jain Amit Kumar Premchandani
ISIN Code INF760K01282 INF789F01893
Exits Load Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Conservative Hybrid 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 Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.68% 1.14%
6 Month 2.93% 2.58%
1 Year 5.1% 5.81%
3 Year 8.47% 9.82%
5 Year 8.34% 10.45%

SIP Return Analysis

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 0.25% 0.26%
1 Year 4.92% 4.74%
3 Year 7.69% 8.64%
5 Year 7.51% 8.8%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.87% 9.76%
3 Year 9.61% 9.39%
5 Year 9.52% 9.45%

Risk Management

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.52% 3.79%
Sharp 0.49% 0.79%
Beta 1.09% 1.21%
Alpha -0.96% 0.02%

Fund Managers

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Avnish Jain Amit Kumar Premchandani
Total AUM ₹15907 Cr ₹13572 Cr
Funds Managed 11 3
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 78.51 76.75
Large Cap 13.28 16.07
Mid Cap 2.59 3.64
Small Cap 5.62 3.54

Sector Allocation

Scheme Name

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.04 76.24
Energy 0.8 1.34
Technology 1.49 2.41
Industrials 3.67 1.48
Healthcare 3.43 1.96
Financial Services 5.47 8.01
Basic Materials 1.24 1.78
Real Estate 0.19 0.41
Consumer Defensive 2.97 0.56
Utilities 0.19 0.62
Consumer Cyclical 2.87 3.47
Communication Services 0.64 1.73

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