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) | ₹942 Cr | ₹1686 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 | 0.52% | 0.52% |
6 Month | 6.22% | 5.83% |
1 Year | 4.95% | 4.23% |
3 Year | 8.24% | 9.42% |
5 Year | 8.48% | 10.67% |
SIP Return Analysis
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.5% | 1.16% |
1 Year | 6.94% | 6.48% |
3 Year | 8.64% | 9.61% |
5 Year | 8.03% | 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 | 8.94% | 9.82% |
3 Year | 9.64% | 9.37% |
5 Year | 9.53% | 9.43% |
Risk Management
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.60% | 3.86% |
Sharp | 0.41% | 0.63% |
Beta | 1.08% | 1.18% |
Alpha | -0.38% | 0.42% |
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 | 78.35 | 76.67 |
Large Cap | 13.29 | 15.89 |
Mid Cap | 2.55 | 3.8 |
Small Cap | 5.81 | 3.64 |
Sector Allocation
Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.04 | 76.27 |
Energy | 0.79 | 1.32 |
Technology | 1.49 | 2.42 |
Industrials | 3.55 | 1.46 |
Healthcare | 3.51 | 2.01 |
Financial Services | 5.32 | 8.02 |
Basic Materials | 1.2 | 1.99 |
Real Estate | 0.19 | 0.32 |
Consumer Defensive | 3.1 | 0.58 |
Utilities | 0.18 | 0.62 |
Consumer Cyclical | 2.98 | 3.31 |
Communication Services | 0.64 | 1.67 |
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