UTI Medium to Long Duration Fund vs Canara Robeco Income Fund compare

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tortoise-icon Canara Robeco Income Fund - Regular Plan - Growth Option

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tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹116 Cr ₹301 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 19 Sep 2002 17 May 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 1.62
Manager Avnish Jain Sunil Madhukar Patil
ISIN Code INF760K01324 INF789F01406
Exits Load Exit load of 1.00% if amount is redeemed / switched out within 12 months from the date of allotment./365 Nil/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 0.83% 0.9%
6 Month 4.03% 4.06%
1 Year 7.46% 7.53%
3 Year 4.49% 10.2%
5 Year 5.2% 6.3%

SIP Return Analysis

Scheme Name Canara Robeco Income Fund - Regular Plan - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - -
1 Year 3.32% 3.36%
3 Year 7.96% 12.07%
5 Year 12.26% 21.19%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Income Fund - Regular Plan - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 4.47% 6.65%
3 Year 9.89% 18.3%
5 Year 12.93% 21.91%

Risk Management

Scheme Name Canara Robeco Income Fund - Regular Plan - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.14% 5.92%
Sharp -0.68% 0.69%
Beta 1.19% 0.38%
Alpha -1.39% 4.13%

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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
Fund Manage 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

Sovereign 72.48 66.3
Others 25.56 8.65
Financial 1.96 18.36
Capital Goods - 6.69

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