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  • Canara Robeco Mutual Fund
  • Canara Robeco Conservative Hybrid Fund (PIDCW-Q)
Canara Robeco Mutual Funds

Canara Robeco Conservative Hybrid Fund (PIDCW-Q)

HybridConservative Hybrid

14.2733

NAV (Nov 08)

9.355%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Satisfactory

The performance of the fund on a Consistency of Credit Quality metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.2733

NAV (Nov 8)

Fund Returns

Last 1Y
13.6%
Last 3Y
7.5%
Last 5Y
9.4%
Last 10Y
8.1%
Since Inception
10.6%
6 Month CAGR
7%

Scheme Information

Investment Objective

The fund seeks to generate to income through investment primarily in debt securities with marginal exposures in equity and money market instruments of various maturities and risk profile.

Expense Ratio
1.83%
Launched
-
AUM in Crores
978.9
ISIN
INF760K01AP7
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 85+15 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.3
Beta
0.6
Sharpe Ratio
0.6
YTM
-
Fund Managers

Amit Kadam

Fund Manager

Avnish Jain

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Conservative Hybrid Fund (PIDCW-Q)70%9,20,360 1,87,7489.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-07

Top Stock Holdings

Others

8.85%
8.85%

GOI

4.8%
4.8%

GOI

4.76%
4.76%

GOI

4.25%
4.25%

GOI

4.19%
4.19%
See all holdings

Allocation by Sector

Financial

6.01%
6.01%

Consumer Staples

2.5%
2.5%

Healthcare

2.46%
2.46%

Energy

2.19%
2.19%

Services

1.97%
1.97%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,319 cr

₹ 12,689 cr

₹ 5,410 cr

₹ 24,796 cr

amc-img

About the AMC

Canara Robeco Mutual Fund

Canara Robeco Asset Management Company was set up in 1987 with a joint venture between Canbank Mutual Fund and Robeco Groep N.V. The Compnay offers wide rage of products in debt, equity, hybrid funds.amc-img
phone-img022-22621371/ 66585000 / 665850010
Fund NameScripbox Opinion
Till Date CAGR

16.7%

17.1%

12.2%

12.9%

21.4%

27.9%

28.2%

15.8%

12.5%

13.5%

Canara Robeco Conservative Hybrid Fund (PIDCW-Q) Review

Canara Robeco Conservative Hybrid Fund (PIDCW-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 10.64%. The fund is managed by Canara Robeco Mutual Fund. The fund managers are Amit Kadam, Avnish Jain, Shridatta Bhandwaldar.

Nav of Canara Robeco Conservative Hybrid Fund (PIDCW-Q) as of 11/8/2024 is ₹14.27 with the total AUM as of 11/9/2024 is ₹978.94. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Moderately High.

The minimum SIP amount for Canara Robeco Conservative Hybrid Fund (PIDCW-Q) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Canara Robeco Conservative Hybrid Fund (PIDCW-Q)?

It is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Canara Robeco Conservative Hybrid Fund (PIDCW-Q)?

You can invest in Canara Robeco Conservative Hybrid Fund (PIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Canara Robeco Conservative Hybrid Fund (PIDCW-Q)?

The minimum sip amount for Canara Robeco Conservative Hybrid Fund (PIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is Canara Robeco Conservative Hybrid Fund (PIDCW-Q) good to invest in?

According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Canara Robeco Conservative Hybrid Fund (PIDCW-Q)?

The expense ratio of the Canara Robeco Conservative Hybrid Fund (PIDCW-Q) is 1.83% for regular plan.

What is the NAV of Canara Robeco Conservative Hybrid Fund (PIDCW-Q)?

Today's Canara Robeco Conservative Hybrid Fund (PIDCW-Q) NAV is ₹14.27.