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Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth

(Erstwhile Canara Robeco Balance - Regular Plan - Growth)

Category: Hybrid: Aggressive
Launch Date: 01-02-1993
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.43% As on (31-05-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,613.6 Cr As on (30-06-2018)
Turn over: 396%
NAV as on 16-07-2018

149.78

-1.08 (-0.7211%)

CAGR Since Inception

12.41%

PERFORMANCE of Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth

Scheme Performance (%)

Data as on - 16-07-2018

Yearly Performance (%)

Fund Managers

Mr. Avnish Jain, Mr. Ravi Gopalakrishnan, Mr.. Shridatta Bhandwaldar

Mr. Jain is a B.Tech from IIT Kharagpur and Post Graduate from IIM Kolkata. Prior to joining Canara Robeco AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management, Misys Software Solutions, Yes Bank and ICICI Bank.

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 Debt Allocation 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

riskometer

Key Performance and Risk Statistics of Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth 12.26 0.53 -2.36 1.26 - 4.93
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth

Period
Data as on - 16-07-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth 01-02-1993 7.16 12.85 8.93 16.89 15.46
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 9.51 0.0 0.0 0.0 0.0
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 8.54 12.25 9.96 12.39 10.46
Principal Hybrid Equity Fund-Growth 14-01-2000 7.85 16.59 12.79 17.62 13.07
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 6.47 10.93 8.69 16.96 13.89
Shriram Hybrid Equity Fund- Growth 29-11-2013 5.78 10.0 6.12 0.0 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 29-07-2015 5.5 12.46 0.0 0.0 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 5.1 0.0 0.0 0.0 0.0
IDBI Hybrid Equity Fund Growth Regular 28-10-2016 5.08 0.0 0.0 0.0 0.0
JM Equity Hybrid Fund-Growth 01-04-1995 4.24 7.89 5.31 12.6 8.7

PORTFOLIO ANALYSIS of Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth

Asset Allocation (%)

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