Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

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Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 0.64% As on (31-03-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,890.14 Cr As on (31-03-2024)
Turn over: 28
NAV as on 24-04-2024

350.88

0.69 (0.1966%)

CAGR Since Inception

15.01%

CRISIL Hybrid 35+65 Aggressive TRI 12.48%

PERFORMANCE of Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

Scheme Performance (%) Data as on - 24-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option 28.73 16.26 16.08 15.91 15.01
Benchmark - - - - -
Hybrid: Aggressive 31.2 16.98 14.71 13.71 13.55

Yearly Performance (%)

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Fund Managers

Avnish Jain, Shridatta Bhandwaldar, Ennette Fernandes

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.

RETURNS CALCULATOR for Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option 9.34 1.02 2.02 0.79 7.56 4.14
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

Period
Data as on - 24-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option 01-01-2013 28.73 15.7 16.26 16.08 15.91
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 54.18 29.13 24.72 18.91 14.05
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.59 20.97 25.09 21.72 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 41.13 22.21 26.64 20.44 17.64
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 40.09 19.59 23.17 24.46 18.81
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 34.83 17.78 18.88 0.0 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.75 17.13 15.86 13.14 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 34.27 19.48 20.29 16.64 14.36
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 34.15 19.34 20.18 16.59 14.32
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 33.79 17.52 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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