Canara Robeco Equity Hybrid Fund Direct Dividend Monthly+0.48%

4Groww
11.68%
1 Year Return
Hybrid
Aggressive
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Canara Robeco Equity Hybrid Fund Direct Dividend Monthly

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.82%
NAV82.80 (14 Oct 2019)
Fund Started02 Jan 2013
Fund Size2,488 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Canara Robeco Equity Hybrid Fund Direct Dividend Monthly
11.7%
9.5%
11.1%
13.3%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
10
6
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 11.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.0%
    ICICI Bank Ltd.FinancialEquity5.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    Axis Bank Ltd.FinancialEquity2.8%
    Infosys Ltd.TechnologyEquity2.8%
    Hindustan Unilever Ltd.FMCGEquity2.7%
    Reliance Industries Ltd.EnergyEquity2.7%
    Bajaj Finance Ltd.FinancialEquity2.4%
    See All

    Fund Managers

    addKrishna Sanghvi
    Education
    Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
    Experience
    Prior to joining Canara Robeco AMC he has worked with Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..
    Funds Managed

    Other Details

    Canara Robeco Equity Hybrid Fund Direct Dividend Monthly is a Hybrid Mutual Fund Scheme launched by Canara Robeco Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Ravi Gopalakrishnan, Avnish Jain, Shridatta Bhandwaldar is the Current Fund Manager of Canara Robeco Equity Hybrid Fund Direct Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹2,488 Cr and the Latest NAV as of 14 Oct 2019 is ₹82.80.

    The Canara Robeco Equity Hybrid Fund Direct Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year..

    Investment Objective

    Aims to provide combination of long term capital appreciation and income from a balanced portfolio of equity and fixed income securities.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year.
    Exit Load

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    About Canara Robeco Mutual Fund

    Address
    Construction House, 4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
    Phone
    022 66585000
    Launch Date
    18 Dec 1987
    Website
    NA
    Canara Robeco Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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