Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth

(Erstwhile Canara Robeco Income Saver Fund - Regular Plan - Growth)

Category: Hybrid: Conservative
Launch Date: 24-04-1988
Asset Class: Mixed Asset
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 1.96% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 396.62 Cr As on (31-01-2021)
Turn over: 201.00
NAV as on 25-02-2021

69.6571

0.06 (0.0815%)

CAGR Since Inception

10.58%

S&P BSE India 10 Year Sovereign Bond 6.5%

PERFORMANCE of Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 25-02-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 11.96 10.12 10.04 9.17 10.58
S&P BSE India 10 Year Sovereign Bond 5.99 9.27 7.63 7.17 6.5
Hybrid: Conservative 9.73 6.3 8.34 8.45 8.44

Yearly Performance (%)

Nav Movement

Fund Managers

Miyush Gandhi

Investment Objective

The fund seeks to generate to income through investment primarily in debt securities with marginal exposures in equity and money market instruments of various maturities and risk profile.

RETURNS CALCULATOR for Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth

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 Conservative Hybrid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 4.98 1.1 -0.5 1.2 7.18 2.63
Hybrid: Conservative - - - - - -

PEER COMPARISION of Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth

Period
Data as on - 25-02-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 11.96 12.75 10.12 10.04 9.17
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 14.31 10.17 6.59 10.38 10.26
Kotak Debt Hybrid - Growth 02-12-2003 14.28 13.6 9.45 10.99 9.69
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH 25-03-2001 13.84 11.84 8.38 9.32 9.32
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 13.72 6.71 5.96 8.3 8.9
Axis Regular Saver Fund - Regular Plan - Growth Option 16-07-2010 12.87 8.25 6.79 7.62 8.21
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 12.18 10.51 7.66 10.11 9.19
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 11.43 12.64 10.05 9.16 8.36
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 11.23 10.85 9.37 11.34 10.41
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 10.48 8.6 6.35 9.18 0.0

PORTFOLIO ANALYSIS of Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth

Asset Allocation (%)