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

Formerly Canara Robeco Balance Reg Gr

Canara Robeco Mutual Funds

Canara Robeco Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

256.59

NAV (Dec 02)

12.2%
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

256.59

NAV (Dec 2)

Fund Returns

Last 1Y

5.1%

Last 3Y

15.5%

Last 5Y

12.2%

Last 10Y

13.8%

Since Inception

11.5%

6 Month CAGR

10.3%

Scheme Information

Investment Objective

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

1.83

Launched (29y ago)

Feb 01, 1993

AUM in Crores

8509.376

ISIN

INF760K01050

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

14.7

Standard Deviation (5yr)

12.9

Beta (3yr)

0.98

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.768

Sharpe Ratio (5yr)

0.559

YTM

7.09235

Fund Managers

Ennette Fernandes

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Avnish Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

6.9%
6.9%

hdfc bank ltd

5.6%
5.6%

treps

5.5%
5.5%

infosys ltd

5.4%
5.4%

state bank of india

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

26.7%
26.7%

technology

7.6%
7.6%

consumer cyclical

7.3%
7.3%

industrials

7%
7%

basic materials

6.5%
6.5%
See all sectors

Compare Canara Robeco Equity Hybrid Fund (Growth)

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

₹ 21,109 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

₹ 406 cr

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 62,532 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 22 equity,41 debt and 8 hybrid funds.

amc-img

  • 022-66585000
  • crmf@canararobeco.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Canara Robeco Emerging Equities fund (G)
    Canara Robeco Emerging Equities fund (G)

    20.7%

    17.3%

    17.2%

    12.6%

    13.4%

    11.4%

    17.7%

    16.6%

    17.7%

    16.6%

    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 29 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 12/2/2022 is ₹256.59 with the total AUM as of 12/4/2022 is ₹8509.376. 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)?

    Canara Robeco Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks 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 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 1.83% for regular plan.