UTI Conservative Hybrid Fund vs Canara Robeco Conservative Hybrid Fund compare
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹936 Cr | ₹1690 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Apr 2001 | 16 Dec 2003 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 181% | 32% |
| Expense Ratio | 1.85 | 1.81 |
| Manager | Avnish Jain | Amit Kumar Premchandani |
| ISIN Code | INF760K01282 | INF789F01893 |
| Exits Load | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Conservative 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 Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.68% | 1.14% |
| 6 Month | 2.93% | 2.58% |
| 1 Year | 5.1% | 5.81% |
| 3 Year | 8.47% | 9.82% |
| 5 Year | 8.34% | 10.45% |
SIP Return Analysis
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.95% | 1.24% |
| 1 Year | 6.61% | 7.14% |
| 3 Year | 8.36% | 9.57% |
| 5 Year | 7.91% | 9.38% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.87% | 9.76% |
| 3 Year | 9.61% | 9.39% |
| 5 Year | 9.52% | 9.45% |
Risk Management
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.53% | 3.77% |
| Sharp | 0.50% | 0.76% |
| Beta | 1.10% | 1.21% |
| Alpha | -0.79% | 0.06% |
Fund Managers
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Avnish Jain | Amit Kumar Premchandani |
| Total AUM | ₹15907 Cr | ₹13572 Cr |
| Funds Managed | 11 | 3 |
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.51 | 76.75 |
| Large Cap | 13.28 | 16.07 |
| Mid Cap | 2.59 | 3.64 |
| Small Cap | 5.62 | 3.54 |
Sector Allocation
| Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.04 | 76.24 |
| Energy | 0.8 | 1.34 |
| Technology | 1.49 | 2.41 |
| Industrials | 3.67 | 1.48 |
| Healthcare | 3.43 | 1.96 |
| Financial Services | 5.47 | 8.01 |
| Basic Materials | 1.24 | 1.78 |
| Real Estate | 0.19 | 0.41 |
| Consumer Defensive | 2.97 | 0.56 |
| Utilities | 0.19 | 0.62 |
| Consumer Cyclical | 2.87 | 3.47 |
| Communication Services | 0.64 | 1.73 |
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