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Canara Robeco Monthly Income Plan - Regular Plan - Growth

Category: Hybrid Debt Oriented Funds
Launch Date: 24-04-1988
Asset Class: Mixed Asset
Benchmark: Crisil MIP Blended Index
Expense Ratio: 2.4% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 253.43 Cr As on (30-09-2017)
Turn over: -
NAV as on 21-02-2018

52.033

-0.04 (-0.083%)

CAGR Since Inception

10.67%

PERFORMANCE of Canara Robeco Monthly Income Plan - Regular Plan - Growth

Scheme Performance (%)

Data as on - 21-02-2018

Yearly Performance (%)

Fund Managers

Mr. Ravi Gopalakrishnan, Mr. Avnish Jain

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.

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 Monthly Income Plan - 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 Monthly Income Plan - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Monthly Income Plan - Regular Plan - Growth 4.98 1.1 -0.5 1.2 7.18 6.88
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of Canara Robeco Monthly Income Plan - Regular Plan - Growth

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Monthly Income Plan - Regular Plan - Growth 24-04-1988 5.2 9.09 5.23 9.05 8.83
Escorts Opportunities Fund-Growth 26-02-2001 19.76 13.97 8.3 12.72 6.1
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 02-12-2015 18.5 13.38 0.0 0.0 0.0
Escorts Balanced Fund-Growth Option 21-03-2001 15.39 16.06 7.57 17.35 7.4
Tata Young Citizen Fund [>3 years upto 7 years] Regular Plan 14-10-1995 12.74 14.99 7.54 12.26 4.6
Tata Young Citizen Fund [Upto 3 years] Regular Plan 14-10-1995 12.74 14.99 7.54 12.26 4.6
BOI AXA Regular Return Fund-ECO Plan-Growth 18-03-2009 10.83 12.1 8.93 10.08 0.0
BOI AXA Regular Return Fund-Regular Plan-Growth 18-03-2009 10.51 11.85 8.77 9.98 0.0
ICICI Prudential MIP - 25 - Plan - Growth 30-03-2004 9.02 13.28 8.6 11.37 9.28
HDFC Multiple Yield Fund - Plan 2005-Growth 17-08-2005 8.95 11.17 7.9 10.36 9.79

PORTFOLIO ANALYSIS of Canara Robeco Monthly Income Plan - Regular Plan - Growth

Asset Allocation (%)

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