Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
(Erstwhile Canara Robeco Income Saver Fund - Regular Plan - Growth)
Fund House: Canara Robeco Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 24-04-1988 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 85+15 Conservative TRI |
| TER: 1.84% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 991.67 Cr As on (31-03-2024) |
| Turn over: 114% | Exit Load: Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year. |
86.5933
0.01 (0.0098%)
10.08%
Benchmark: 9.83%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE India 10 Year Sovereign Bond
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
19 Years 1 Months
26 Years 1 Months
28 Years 9 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.26 |
| Sharpe Ratio | 0.66 |
| Alpha | -0.16 |
| Beta | 0.54 |
| Yield to Maturity | 7.59 |
| Average Maturity | 4.79 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | 24-04-1988 | 11.03 | 7.36 | 7.47 | 9.01 | 8.62 |
| Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 16.6 | 11.94 | - | - | - |
| HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 15.94 | 11.14 | 11.18 | 10.22 | 9.92 |
| Kotak Debt Hybrid - Growth | 02-12-2003 | 15.86 | 10.61 | 10.46 | 11.05 | 10.23 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 14.35 | 9.6 | 9.48 | 9.44 | 10.44 |
| HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 13.97 | 8.69 | 8.07 | 8.13 | 8.14 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | 25-03-2001 | 13.9 | 9.97 | 10.4 | 10.25 | 9.84 |
| BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth | 18-03-2009 | 13.89 | 8.68 | 14.51 | 8.93 | 8.68 |
| Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 13.81 | 9.13 | 8.07 | 7.84 | 8.58 |
| BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth | 18-03-2009 | 13.45 | 8.43 | 14.31 | 8.68 | 8.47 |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.65%
Others
76.83%
Large Cap
16.62%
Mid Cap
1.9%
