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) | ₹11450 Cr | ₹6718 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 | -1.36% | 0.21% |
| 6 Month | 1.91% | 3.47% |
| 1 Year | 3.31% | 3.74% |
| 3 Year | 13.08% | 16.18% |
| 5 Year | 12.94% | 17.07% |
SIP Return Analysis
| Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.51% | 2.73% |
| 1 Year | 11.55% | 12.24% |
| 3 Year | 12.21% | 14.02% |
| 5 Year | 12.09% | 14.82% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.72% | 13.65% |
| 3 Year | 14.93% | 13.36% |
| 5 Year | 15.49% | 12.19% |
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 | 0.77% | 1.04% |
| Beta | 1.11% | 1.11% |
| Alpha | 0.89% | 3.43% |
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 | 29.73 | 32.56 |
| Large Cap | 50.83 | 45.25 |
| Small Cap | 7.26 | 10.35 |
| Mid Cap | 12.17 | 11.84 |
Sector Allocation
| Scheme Name |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 27.39 | 27.04 |
| Energy | 4.67 | 6.16 |
| Technology | 5.43 | 8.04 |
| Financial Services | 25.53 | 21.59 |
| Industrials | 8.24 | 6.73 |
| Healthcare | 4.06 | 4.25 |
| Basic Materials | 3.6 | 4.97 |
| Real Estate | 0.92 | 2.71 |
| Consumer Cyclical | 10.14 | 7.64 |
| Consumer Defensive | 4.22 | 5.07 |
| Communication Services | 3.71 | 4.33 |
| Utilities | 2.1 | 1.46 |
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