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) | ₹11073 Cr | ₹6379 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 | 0.77% | 1.4% |
| 6 Month | 7.5% | 6.42% |
| 1 Year | 5.02% | 4.37% |
| 3 Year | 13.62% | 16.38% |
| 5 Year | 14.51% | 18.86% |
SIP Return Analysis
| Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.66% | 1.77% |
| 1 Year | 10.83% | 8.82% |
| 3 Year | 12.53% | 13.7% |
| 5 Year | 12.31% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.81% | 13.28% |
| 3 Year | 14.23% | 12.78% |
| 5 Year | 15.05% | 11.88% |
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 | 0.81% | 1.05% |
| Beta | 1.09% | 1.09% |
| Alpha | 0.84% | 3.07% |
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 | 31.44 | 32.42 |
| Large Cap | 48.94 | 45.39 |
| Small Cap | 7.09 | 10.32 |
| Mid Cap | 12.52 | 11.86 |
Sector Allocation
| Scheme Name |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.02 | 27.07 |
| Energy | 4.44 | 6.07 |
| Technology | 5.14 | 7.76 |
| Financial Services | 25.21 | 21.89 |
| Industrials | 7.7 | 6.73 |
| Healthcare | 3.46 | 4.26 |
| Basic Materials | 3.23 | 5.12 |
| Consumer Cyclical | 10.54 | 7.47 |
| Real Estate | 0.91 | 2.83 |
| Consumer Defensive | 4.67 | 5.07 |
| Communication Services | 3.46 | 4.14 |
| Utilities | 2.23 | 1.58 |
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