Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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

Category: Hybrid: Aggressive
Launch Date: 01-02-1993
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.74% As on ( 30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,077.44 Cr As on ( 30-04-2024)
Turn over: 26
NAV as on 27-05-2024

325.25

0.45 ( 0.1384% )

CAGR Since Inception

13.0%

NIFTY 50 TRI 14.13%

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

Scheme Performance (%) Data as on - 27-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 26.23 13.98 14.9 14.07 13.0
NIFTY 50 TRI 25.39 15.75 15.33 13.49 14.13
Hybrid: Aggressive 30.3 15.83 15.0 13.24 13.75

Yearly Performance (%)

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 9.34 0.94 1.11 0.79 7.4 3.97
Hybrid: Aggressive - - - - - -

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

Period
Data as on - 27-05-2024
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 26.23 19.11 13.98 14.9 14.07
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 56.21 35.94 23.78 19.94 13.74
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.23 30.51 22.88 22.07 0.0
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 39.77 24.49 20.91 24.19 18.33
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.48 26.46 23.84 20.47 16.94
Shriram Aggressive Hybrid Fund- Regular Growth 29-11-2013 34.75 20.6 14.75 12.95 11.25
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.27 22.94 15.54 13.83 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.05 24.02 18.88 17.08 13.79
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 33.01 22.98 14.91 13.92 13.42
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.96 23.89 18.79 17.02 13.75

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

Asset Allocation (%)