Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

(Erstwhile Canara Robeco Equity Debt Allocation Fund - Direct Plan - Growth)
Fund House: Canara Robeco Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 0.64% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,382.33 Cr As on 31-03-2025(Source:AMFI)
Turn over: 28% | Exit Load: W.e.f.18/06/2018, Entry Load : NIL. For any redemption / switch out upto 10% of units within 1 Year from the date of allotment – Nil; For any redemption / switch out more than 10% of units within 1 Year from the date of allotment - 1%; For any redemption / switch out after 1 Year from the date of allotment - Nil

389.87

14.66%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
1 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.63
Sharpe Ratio 0.5
Alpha 1.91
Beta 1.09
Yield to Maturity 0.07
Average Maturity 7.45

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option 01-01-2013 9.72 18.58 14.61 18.54 13.45
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 15.79 22.02 16.29 19.17 12.74
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.66 18.35 12.7 17.66 11.84
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.07 18.47 13.67 19.5 -
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.65 15.31 10.01 15.27 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 10.33 22.02 16.57 21.37 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.14 21.62 16.0 17.53 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.14 24.13 18.99 26.44 15.51
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 9.9 20.46 16.93 22.29 12.1
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.55 21.08 16.88 20.99 12.36

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.09%

Others

28.87%

Large Cap

51.37%

Mid Cap

12.67%

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