• Mutual Funds
  • Canara Robeco Mutual Fund
  • Canara Robeco Equity Hybrid Fund (G)
Canara Robeco Mutual Funds

Canara Robeco Equity Hybrid Fund (G)

HybridAggressive Hybrid

363.69

NAV (Oct 01)

17.896%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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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

363.69

NAV (Oct 1)

Fund Returns

Last 1Y
31.9%
Last 3Y
14%
Last 5Y
17.9%
Last 10Y
13.8%
Since Inception
13%
6 Month CAGR
16.4%

Scheme Information

Investment Objective

The scheme seeks to build a balanced portfolio, which would provide a combination of high annual return and capital appreciation. The scheme was made open-ended from March 2000.

Expense Ratio
1.71
Launched (0y ago)
1.71
AUM in Crores
11094.6
ISIN
INF760K01050
Lock-in
-
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
9.5
Beta
0.8
Sharpe Ratio
0.9
YTM
-
Fund Managers

Avnish Jain

Fund Manager

Ennette Fernandes

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 Equity Hybrid Fund (G)70%11,49,546 4,16,93417.9%
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 2024-01-23

Top Stock Holdings

HDFC Bank Ltd.

4.4%
4.4%

ICICI Bank Ltd.

4%
4.02%

Others

3.4%
3.42%

Reliance Industries Ltd.

3.4%
3.39%

Infosys Ltd.

3.3%
3.33%
See all holdings

Allocation by Sector

Financial

19.53%
19.53%

Technology

8.44%
8.44%

Automobile

7.57%
7.57%

Energy

6.3%
6.3%

Consumer Staples

5.09%
5.09%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 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

21.414%

17.801%

13.957%

13.024%

24.394%

29.13%

33.099%

16.199%

15.457%

14.067%

Canara Robeco Equity Hybrid Fund (G) Review

Canara Robeco Equity Hybrid Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 13.024% over a period of NaN years. The fund is managed by Canara Robeco Mutual Fund. The fund managers are Avnish Jain, Ennette Fernandes, Shridatta Bhandwaldar.

Nav of Canara Robeco Equity Hybrid Fund (G) as of 10/1/2024 is ₹363.69 with the total AUM as of 10/3/2024 is ₹11094.5903. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Equity Hybrid Fund (G) was launched on . The category risk of the fund is Below Average.

The minimum SIP amount for Canara Robeco Equity Hybrid Fund (G) 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 Equity Hybrid Fund (G)?

Canara Robeco Equity Hybrid Fund (G) is a 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 Equity Hybrid Fund (G)?

You can invest in Canara Robeco Equity Hybrid Fund (G) 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 Equity Hybrid Fund (G)?

The minimum sip amount for Canara Robeco Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Canara Robeco Equity Hybrid Fund (G) good to invest in?

As per Scripbox experts, Canara Robeco Equity Hybrid Fund (G) is a 3 fund. You can investCanara Robeco Equity Hybrid Fund (G) 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 Equity Hybrid Fund (G)?

The expense ratio of the Canara Robeco Equity Hybrid Fund (G) is 1.71% for regular plan.