Canara Robeco Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹10946 Cr | ₹6302 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Mar 1998 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 23% | 27% |
Expense Ratio | 1.72 | 1.89 |
Manager | Avnish Jain | V Srivatsa |
ISIN Code | INF760K01050 | INF789F01323 |
Exits Load | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Aggressive 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 Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 2.31% | 2.09% |
6 Month | 13.01% | 10.59% |
1 Year | 1.43% | -0.44% |
3 Year | 13.79% | 16.37% |
5 Year | 15.7% | 19.74% |
SIP Return Analysis
Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.79% | 1.86% |
1 Year | 9.67% | 6.48% |
3 Year | 13.28% | 14.51% |
5 Year | 12.81% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.91% | 13.42% |
3 Year | 14.29% | 12.7% |
5 Year | 15.02% | 11.82% |
Risk Management
Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.11% | 9.01% |
Sharp | 0.71% | 0.95% |
Beta | 0.12% | 0.13% |
Alpha | 6.04% | 8.31% |
Fund Managers
Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Avnish Jain | V Srivatsa |
Total AUM | ₹15907 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 31.15 | 34.61 |
Large Cap | 48.37 | 43.3 |
Small Cap | 7.04 | 10.33 |
Mid Cap | 13.44 | 11.75 |
Sector Allocation
Scheme Name |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 28.96 | 30.14 |
Energy | 4.37 | 4.66 |
Technology | 5.17 | 7.37 |
Financial Services | 24.89 | 22.17 |
Industrials | 7.58 | 5.24 |
Healthcare | 3.58 | 4.83 |
Basic Materials | 3.53 | 4.84 |
Consumer Cyclical | 10.77 | 7.27 |
Real Estate | 0.94 | 2.67 |
Consumer Defensive | 4.72 | 4.84 |
Communication Services | 3.33 | 4.39 |
Utilities | 2.17 | 1.58 |
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