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Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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

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Category: Hybrid: Aggressive
Launch Date: 01-02-1993
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.72% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,960.09 Cr As on (30-05-2025)
Turn over: 28
NAV as on 04-07-2025

364.03

0.34 (0.0934%)

CAGR Since Inception

12.86%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

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

Scheme Performance (%) Data as on - 04-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 6.44 17.2 17.28 12.37 12.86
Benchmark - - - - -
Hybrid: Aggressive 5.04 18.35 19.3 11.75 13.28

Yearly Performance (%)

Nav Movement

Fund Managers

Ms. Ennette Fernandes / Mr. Shridatta Bhandwaldar / Mr. Avnish Jain

Investment Objective

To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However, there can be no assurance that the investment objective of the scheme will be realized

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.

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 9.11 0.86 0.94 1.09 0.07 7.45
Hybrid: Aggressive - - - - - -

PEER COMPARISION

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 6.44 16.54 17.2 17.28 12.37
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 10.88 18.63 17.45 17.83 12.32
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.15 17.97 18.15 20.01 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 9.06 19.01 20.03 18.47 12.67
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 8.96 22.83 22.6 25.75 15.59
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 7.42 20.07 21.19 21.26 12.57
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 7.41 20.11 21.28 21.32 12.62
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 7.24 20.75 20.64 21.48 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 6.61 19.59 20.21 21.69 12.39
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 6.53 16.11 16.83 17.4 0.0

Asset Allocation (%)

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

Portfolio as on