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) | ₹931 Cr | ₹1701 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 | -0.36% | -0.11% |
| 6 Month | 0.83% | 1.44% |
| 1 Year | 3.18% | 4.51% |
| 3 Year | 7.88% | 9.42% |
| 5 Year | 7.46% | 9.19% |
SIP Return Analysis
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.16% | 0.91% |
| 1 Year | 4.66% | 6.23% |
| 3 Year | 7.29% | 8.76% |
| 5 Year | 7.27% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.8% | 9.67% |
| 3 Year | 9.6% | 9.43% |
| 5 Year | 9.51% | 9.47% |
Risk Management
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.21% | 4.21% |
| Sharp | 0.62% | 0.95% |
| Beta | 0.75% | 0.55% |
| Alpha | -0.61% | 0.88% |
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 | 78.19 | 75.89 |
| Large Cap | 13.4 | 16.48 |
| Mid Cap | 2.57 | 3.97 |
| Small Cap | 5.84 | 3.66 |
Sector Allocation
| Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.66 | 75.38 |
| Energy | 0.87 | 1.38 |
| Technology | 1.56 | 2.53 |
| Industrials | 3.58 | 1.61 |
| Healthcare | 3.4 | 2.02 |
| Financial Services | 5.6 | 8.71 |
| Real Estate | 0.68 | 0.62 |
| Consumer Defensive | 2.98 | 0.8 |
| Utilities | 0.19 | 0.63 |
| Consumer Cyclical | 2.82 | 3.42 |
| Basic Materials | 0.97 | 1.04 |
| Communication Services | 0.69 | 1.87 |
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