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Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

(Erstwhile Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth)

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Category: Hybrid: Aggressive
Launch Date: 01-02-1993
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 1.8% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,405.74 Cr As on (31-12-2022)
Turn over: 24
NAV as on 31-01-2023

245.18

0.88 (0.3589%)

CAGR Since Inception

12.13%

CRISIL Hybrid 35+65 Aggressive TRI 12.24%

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

Scheme Performance (%) Data as on - 31-01-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option -0.36 12.74 10.33 13.09 12.13
Benchmark - - - - -
Hybrid: Aggressive 1.28 12.64 8.61 12.2 11.5

Yearly Performance (%)

Nav Movement

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 - Regular 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 - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 14.86 0.72 2.15 0.77 6.87 2.6
Hybrid: Aggressive - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 31-01-2023
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 Option 01-02-1993 -0.36 11.22 12.74 10.33 13.09
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 8.69 24.91 28.18 17.14 17.24
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 6.87 25.42 20.22 12.75 15.45
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 5.49 16.29 15.19 9.56 14.21
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 5.34 15.81 20.0 9.0 11.28
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 4.72 16.27 14.34 9.84 12.13
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 4.58 16.21 14.28 9.82 12.12
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 4.38 16.05 8.58 4.1 10.44
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 4.05 16.8 15.64 8.25 11.42
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 3.91 14.85 13.07 8.17 12.38

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

Asset Allocation (%)