Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

(Erstwhile Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth)
Fund House: Canara Robeco Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 01-02-1993
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.73% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,453.51 Cr As on 31-01-2025(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

326.49

12.45%

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
14 Years 5 Months
14 Years 5 Months
14 Years 8 Months
21 Years 7 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 9.73
Sharpe Ratio 0.44
Alpha 0.58
Beta 1.04
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 - Regular Plan - Growth Option 01-02-1993 6.86 14.67 10.38 13.07 11.22
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 13.64 19.07 12.96 13.63 11.81
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.34 19.7 13.28 12.42 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.21 19.44 15.07 17.38 11.17
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 9.88 15.81 10.78 12.45 10.94
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.83 19.25 13.99 16.67 -
Kotak Equity Hybrid - Growth 25-11-1999 9.19 16.1 12.51 15.47 11.45
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 8.67 13.54 9.86 11.15 7.56
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.51 19.31 15.09 16.01 11.36
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.5 19.25 14.99 15.94 11.31

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

7.65%

Others

30.14%

Large Cap

48.65%

Mid Cap

13.56%

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