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) | ₹11393 Cr | ₹6758 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 | -3.83% | -3.19% |
| 6 Month | -2.24% | -0.49% |
| 1 Year | 5.75% | 5.86% |
| 3 Year | 12.52% | 15.29% |
| 5 Year | 11.62% | 15.64% |
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% | -0.66% |
| 1 Year | 0.01% | 3.24% |
| 3 Year | 8.61% | 11% |
| 5 Year | 10.24% | 13.29% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.67% | 13.56% |
| 3 Year | 14.91% | 13.42% |
| 5 Year | 15.49% | 12.22% |
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 | 0.84% | 1.13% |
| Beta | 1.11% | 1.1% |
| Alpha | 0.93% | 3.7% |
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 | 28.51 | 33.56 |
| Large Cap | 51.57 | 44.26 |
| Small Cap | 7.39 | 10.33 |
| Mid Cap | 12.54 | 11.85 |
Sector Allocation
| Scheme Name |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 26.19 | 27.53 |
| Energy | 4.81 | 6.46 |
| Technology | 6.04 | 8.17 |
| Financial Services | 25.09 | 21.2 |
| Industrials | 8.19 | 6.08 |
| Healthcare | 3.88 | 4.27 |
| Basic Materials | 3.59 | 5.13 |
| Real Estate | 1.04 | 2.78 |
| Consumer Cyclical | 11.46 | 7.3 |
| Consumer Defensive | 4.31 | 5.1 |
| Communication Services | 3.71 | 4.49 |
| Utilities | 1.7 | 1.49 |
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