- Mutual Funds
- Canara Robeco Mutual Funds
- Canara Robeco Equity Hybrid Fund (Growth)
Formerly Canara Robeco Balance Reg Gr
Canara Robeco Equity Hybrid Fund (Growth)
₹ 291.98
NAV (Dec 05)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 291.98
NAV (Dec 5)
Fund Returns
Last 1Y | 13.2% |
Last 3Y | 14.4% |
Last 5Y | 14.1% |
Last 10Y | 15% |
Since Inception | 11.5% |
6 Month CAGR | 12.1% |
Scheme Information
To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However,there can be no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 1.75 |
Launched (30y ago) | Feb 01, 1993 |
AUM in Crores | 9123.462 |
ISIN | INF760K01050 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.7 |
Standard Deviation (5yr) | 12.6 |
Beta (3yr) | 1.02 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.904 |
Sharpe Ratio (5yr) | 0.686 |
YTM | 7.37 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Canara Robeco Equity Hybrid Fund (Growth) | 10,39,673 | 3,07,061 | 14.1% | |
| 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
treps
9%hdfc bank ltd
6.3%icici bank ltd
4.3%infosys ltd
4.2%reliance industries ltd
3.2%Allocation by Sector
financial services
26.6%industrials
9.2%consumer cyclical
8%technology
6.4%consumer defensive
5.2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 26,182 cr | ||
₹ 9,338 cr | ||
₹ 1,354 cr | ||
₹ 1,051 cr | ||
₹ 2,920 cr |
About the AMC
Canara Robeco Asset Management Co. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.7% | 12.7% | ||
15.4% | 11.7% | ||
15.4% | 11.7% | ||
19.2% | 19.4% | ||
21.4% | 16.4% |
Canara Robeco Equity Hybrid Fund (G) Review
Canara Robeco Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.5% over a period of 30 years. The fund was previously known as Canara Robeco Balance Reg Gr. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Avnish Jain, Ennette Fernandes, Shridatta Bhandwaldar.
Nav of Canara Robeco Equity Hybrid Fund (G) as of 12/5/2023 is ₹291.98 with the total AUM as of 12/6/2023 is ₹9123.462. 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 Feb 01, 1993. The category risk of the fund is Very High Risk.
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)?
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 Neutral 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 1.75% for regular plan.