Canara Robeco Income Fund vs UTI Medium to Long Duration Fund compare
Canara Robeco Income Fund - Regular Plan - Growth Option
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹123 Cr | ₹322 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Sep 2002 | 18 Jul 1998 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 24% | 78% |
| Expense Ratio | 1.88 | 1.61 |
| Manager | Avnish Jain | Sunil Madhukar Patil |
| ISIN Code | INF760K01324 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.02% | 0.44% |
| 6 Month | 0.27% | 0.81% |
| 1 Year | 4.95% | 6.31% |
| 3 Year | 6.25% | 7.21% |
| 5 Year | 4.27% | 7.98% |
SIP Return Analysis
| Scheme Name | Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.28% | 0.17% |
| 1 Year | 3.43% | 3.87% |
| 3 Year | 5.77% | 6.56% |
| 5 Year | 5.26% | 7.58% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.71% | 8.15% |
| 3 Year | 7.4% | 7.54% |
| 5 Year | 8.17% | 7.25% |
Risk Management
| Scheme Name | Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.17% | 2.25% |
| Sharp | -0.20% | 0.22% |
| Beta | 1.06% | 1.15% |
| Alpha | -1.93% | -1.16% |
Fund Managers
| Scheme Name | Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Avnish Jain | Sunil Madhukar Patil |
| Total AUM | ₹15907 Cr | ₹6910 Cr |
| Funds Managed | 11 | 4 |
| Canara Robeco Income Fund - Regular Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Canara Robeco Income Fund - Regular Plan - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Canara Robeco Income Fund - Regular Plan - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.17%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.72%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.71%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.17%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.88%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.86%
Axis Small Cap Fund Regular Growth
3Y Returns19.44%
HSBC Small Cap Fund Regular Growth
3Y Returns19.66%