3 Year return
8.59%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹983.88 Cr.
Expense Ratio
0.66% (inclusive of GST)
Exit Load
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% Nil - For any redemption / switch out after 1 year from the date of allotment.
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Fund Holdings
Canara Robeco Mutual Fund Managers
AJ
Avnish Jain
Fund Manager since Jul 2022
Fund House Details
Canara Robeco Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Kotak Debt Hybrid Monthly Payout of IDCW Direct Payout |
11.28% |
4.5 |
SBI Conservative Hybrid Fund Direct Plan Quarterly IDCW Payout |
10.88% |
4.5 |
SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout |
10.88% |
4.5 |
Schemes by Canara Robeco Mutual Fund
List of mutual fund schemes by AMC
Equity . Large Cap Fund
Canara Robeco Blue Chip Equity Fund Direct Plan Growth
Equity . Large Cap Fund
Canara Robeco Blue Chip Equity Fund Direct Plan IDCW (Payout/Payout) Payout
Debt . Banking and PSU Fund
Canara Robeco Banking and PSU Debt Fund Direct Plan Growth
Debt . Banking and PSU Fund
Canara Robeco Banking and PSU Debt Fund Direct Plan IDCW Payout Payout
Debt . Banking and PSU Fund
Canara Robeco Banking and PSU Debt Fund Direct Plan IDCW Reinvestment Reinvestment
About Canara Robeco Conservative Hybrid Fund Direct Plan Growth
The Canara Robeco Conservative Hybrid Fund Direct Plan Growth is a hybrid fund managed by Canara Robeco Mutual Fund. It is a conservative hybrid fund, which means that it invests a majority of its assets in debt securities (71.59%), with a small portion invested in equity (23.95%). This makes it a relatively safe investment option, with the potential to generate moderate returns.
Investment Objectives of the Scheme
The fund's investment objective is to generate income by investing in a mix of debt and equity securities. It aims to achieve a balance between risk and return, and to provide investors with a steady stream of income.
Key Features of The Fund
5-year return | 10.3% |
Expense Ratio | 0.66% |
Fund Manager | Avnish Jain |
Fund Size | ₹983.88 Cr |
Risk Profile | Moderately High |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for a relatively safe investment option with the potential to generate moderate returns. It is also suitable for investors who are looking for a balanced approach to investing, with a mix of debt and equity securities. Here are some other things to consider before investing in this fund: Your risk tolerance: This fund is a conservative hybrid fund, so it is a relatively safe investment option. However, there is no guarantee of returns, and your investment may lose money. Your investment horizon: This fund is a good option for investors who are looking to invest for the long term. The equity component of the fund will help to grow your investment over time, but it may also be volatile in the short term. Your financial goals: This fund is a good option for investors who are looking to generate income and capital appreciation. However, it may not be the best option for investors who are looking to achieve aggressive financial goals.
AMC Contact Details
Name | Canara Robeco Mutual Fund |
Launch Date | December 1987 |
Addresss | 4th Floor - Construction House, 5 - Walchand Hirachand Marg, Mumbai 400001 |
Contact | 1800-209-2726 |
crmf@canararobeco.com | |
Website | https://www.canararobeco.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Compare Your SIPs Across Various Mutual Funds
FAQs
What is today's NAV of Canara Robeco Conservative Hybrid Fund?
What is the AUM of Canara Robeco Conservative Hybrid Fund?
What is the expense ratio of Canara Robeco Conservative Hybrid Fund?
What are the returns of Canara Robeco Conservative Hybrid Fund since inception?
What is the minimum SIP amount to invest in Canara Robeco Conservative Hybrid Fund?
How do I invest in Canara Robeco Conservative Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Canara Robeco Conservative Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Canara Robeco Conservative Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Canara Robeco Conservative Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.