| Category: Hybrid: Aggressive |
| Launch Date: 01-02-1993 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 2.05% As on (29-02-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,071.18 Cr As on (29-02-2020) |
| Turn over: 43.00 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | -13.0 | 1.52 | 3.94 | 9.61 | 9.92 |
| NIFTY 50 TRI | -29.63 | -3.06 | 0.1 | 5.64 | 11.19 |
| Hybrid: Aggressive | -20.66 | -3.63 | 0.66 | 6.6 | 4.65 |
Mr. Avnish Jain, Mr. Ravi Gopalakrishnan, Mr.. Shridatta Bhandwaldar
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.
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.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | 12.26 | 0.53 | -2.36 | 1.26 | - | - |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | 01-02-1993 | -13.0 | -2.89 | 1.52 | 3.94 | 9.61 |
| Mahindra Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION | 01-04-2017 | -10.56 | -1.72 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option | 05-09-2018 | -10.66 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Equity Hybrid Fund - Regular Plan - Growth Option | 05-08-2018 | -14.79 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Equity & Bond Fund- Regular Plan - Growth | 27-05-1999 | -15.13 | -5.8 | -0.87 | 3.5 | 7.88 |
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | 01-12-1995 | -15.14 | -4.24 | 1.4 | 3.52 | 8.93 |
| LIC MF Equity Hybrid Fund-Regular Plan-Growth | 31-03-1991 | -15.78 | -5.48 | -2.53 | -0.61 | 4.65 |
| Shriram Hybrid Equity Fund- Growth | 29-11-2013 | -17.27 | -6.33 | -1.3 | 0.95 | 0.0 |
| Sundaram Equity Hybrid Fund Regular Growth | 23-06-2000 | -17.35 | -5.48 | -0.35 | 2.5 | 5.32 |