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

Formerly Canara Robeco Cons Hyb Reg Qt DR

Canara Robeco Mutual Funds

Canara Robeco Conservative Hybrid Fund (RIDCW-Q)

HybridConservative Hybrid

14.2042

NAV (Jun 21)

8.6%
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 ->

Fund Size

Satisfactory

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

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns 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

14.2042

NAV (Jun 21)

Fund Returns

Last 1Y
11.7%
Last 3Y
7.5%
Last 5Y
9.3%
Last 10Y
8.4%
Since Inception
10.6%
6 Month CAGR
6.2%

Scheme Information

Investment Objective

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
1.82
Launched (14y ago)
Feb 01, 2010
AUM in Crores
985.039
ISIN
INF760K01AQ5
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
5
Standard Deviation (5yr)
5.6
Beta (3yr)
0.94
Beta (5yr)
1.11
Sharpe Ratio (3yr)
0.295
Sharpe Ratio (5yr)
0.535
YTM
7.53
Fund Managers

Avnish Jain

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Amit Kadam

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 (RIDCW-Q)70%9,03,025 1,70,4138.6%
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 2024-06-21

Top Stock Holdings

7.1% govt stock 2034

8.7%
8.7%

treps

5%
5%

7.06% govt stock 2028

4.1%
4.1%

7.17% govt stock 2030

4.1%
4.1%

indian railway finance corporation limited

2.6%
2.6%
See all holdings

Allocation by Sector

financial services

8%
8%

healthcare

2.6%
2.6%

industrials

2%
2%

consumer cyclical

1.8%
1.8%

consumer defensive

1.7%
1.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 3,375 cr

₹ 3,214 cr

₹ 848 cr

amc-img

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 97,483 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 34 equity,41 debt and 8 hybrid funds.amc-img
phone-img022-66585000
Fund NameScripbox Opinion
Till Date CAGR

20.6%

17.2%

14%

14.4%

20.4%

16.8%

20.4%

16.8%

14.1%

11.8%

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 7.1% over a period of 14 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 Amit Kadam, Avnish Jain, Shridatta Bhandwaldar.

Nav of Canara Robeco Conservative Hybrid Fund (RIDCW-Q) as of 6/21/2024 is ₹14.20 with the total AUM as of 6/24/2024 is ₹985.039. 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)?

Canara Robeco Conservative Hybrid Fund (RIDCW-Q) 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 (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 1.82% for regular plan.