- Mutual Funds
- Canara Robeco Mutual Funds
- Canara Robeco Conservative Hybrid Fund (RIDCW-Q)
Formerly Canara Robeco Cons Hyb Reg Qt DR
Canara Robeco Conservative Hybrid Fund (RIDCW-Q)
₹ 13.4766
NAV (Oct 03)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.4766
NAV (Oct 3)
Fund Returns
Last 1Y | 10.3% |
Last 3Y | 8.9% |
Last 5Y | 7.7% |
Last 10Y | 7.1% |
Since Inception | 7% |
6 Month CAGR | 8.4% |
Scheme Information
To generate income by investing in a wide range of Debt Securities and Money Market instruments of various maturities and small portion in equities and Equity Related Instruments. However,there can be no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 1.81 |
Launched (13y ago) | Feb 01, 2010 |
AUM in Crores | 1047.560 |
ISIN | INF760K01AQ5 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.5 |
Standard Deviation (5yr) | 5.7 |
Beta (3yr) | 0.78 |
Beta (5yr) | 1.07 |
Sharpe Ratio (3yr) | 0.861 |
Sharpe Ratio (5yr) | 0.452 |
YTM | 7.4 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund (RIDCW-Q) | 8,82,909 | 1,50,297 | 7.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
7.17% govt stock 2030
9.5%treps
7.7%7.06% govt stock 2028
4.3%07.18 goi 2033
3.3%national bank for agriculture and rural development
2.9%Allocation by Sector
financial services
8.4%consumer cyclical
2.5%industrials
2.1%consumer defensive
2%technology
1.8%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr | ||
₹ 978 cr |
About the AMC
Canara Robeco Asset Management Co. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.6% | 12.4% | ||
16% | 11.4% | ||
16% | 11.4% | ||
21.6% | 19.2% | ||
36.3% | 26.4% |
Canara Robeco Conservative Hybrid Fund (RIDCW-Q) Review
Canara Robeco Conservative Hybrid Fund (RIDCW-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7% over a period of 13 years. The fund was previously known as Canara Robeco Cons Hyb Reg Qt DR. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Avnish Jain, Shridatta Bhandwaldar.
Nav of Canara Robeco Conservative Hybrid Fund (RIDCW-Q) as of 10/3/2023 is ₹13.48 with the total AUM as of 10/4/2023 is ₹1047.56. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Conservative Hybrid Fund (RIDCW-Q) was launched on Feb 01, 2010. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Canara Robeco Conservative Hybrid Fund (RIDCW-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 (RIDCW-Q)?
How to invest in Canara Robeco Conservative Hybrid Fund (RIDCW-Q)?
You can invest in Canara Robeco Conservative Hybrid Fund (RIDCW-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 (RIDCW-Q)?
The minimum sip amount for Canara Robeco Conservative Hybrid Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Canara Robeco Conservative Hybrid Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, Canara Robeco Conservative Hybrid Fund (RIDCW-Q) is a Neutral fund. You can investCanara Robeco Conservative Hybrid Fund (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Canara Robeco Conservative Hybrid Fund (RIDCW-Q)?
The expense ratio of the Canara Robeco Conservative Hybrid Fund (RIDCW-Q) is 1.81% for regular plan.