Canara Robeco Equity Hybrid Fund Regular Growth-1.23%

14.08%
1 Year Return
Hybrid
Aggressive
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Canara Robeco Equity Hybrid Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.99%
NAV189.80 (25 Nov 2020)
Fund Started01 Feb 1993
Fund Size3,567 Cr

Fund Overview

Quick overview of Canara Robeco Equity Hybrid Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.1%
9.2%
10.8%
12.7%
Category Average
9.6%
4.7%
8.9%
-
Rank Within Category
4
1
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
    0
    with 14.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    6. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 1.99%

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.3%
    Infosys Ltd.TechnologyEquity6.2%
    Reliance Industries Ltd.EnergyEquity4.5%
    ICICI Bank Ltd.FinancialEquity4.3%
    Tata Consultancy Services Ltd.TechnologyEquity3.2%
    Kotak Mahindra Bank Ltd.FinancialEquity2.8%
    Hindustan Unilever Ltd.FMCGEquity2.1%
    Bajaj Finance Ltd.FinancialEquity2.1%
    Ultratech Cement Ltd.ConstructionEquity2.0%
    Axis Bank Ltd.FinancialEquity1.9%
    See All

    Fund Managers

    Krishna Sanghvi
    keyboard_arrow_down
    Shridatta Bhandwaldar
    keyboard_arrow_down

    Canara Robeco Equity Hybrid Fund Regular Growth Details

    Canara Robeco Equity Hybrid Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Canara Robeco Mutual Fund. This scheme was made available to investors on 01 Feb 1993. Avnish Jain, Shridatta Bhandwaldar is the Current Fund Manager of Canara Robeco Equity Hybrid Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,567 Cr and the Latest NAV as of 25 Nov 2020 is ₹189.80.

    The Canara Robeco Equity Hybrid Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 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

    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.

    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
    19 Dec 1987
    Website
    NA
    Canara Robeco Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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