3 Year return

15.21%
NAV on May 29 2024 360.53
1D Returns -1.28%
Launched on January 2013 (11 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹10077.44 Cr.

Expense Ratio

0.59% (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.

Ratings

ARQ Rating
4

Ratings by other agencies

4
3
5

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Canara Robeco Mutual Fund Managers

SB

Shridatta Bhandwaldar

Fund Manager since Jul 2023

View Details

Fund House Details

Canara Robeco Mutual Fund

Canara Robeco Mutual Fund Asset management company

AUM ₹87,069.50 Cr.
No. of Schemes 88
Setup Date December 1987

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

JM Aggressive Hybrid Fund Direct IDCW Payout

24.89%

3.5

Bank of India Mid and Small Cap Equity and Debt Fund Direct Plan IDCW Payout

23.86%

3

Quant Absolute Fund IDCW Direct Plan Payout

22%

4

Schemes by Canara Robeco Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns

About Canara Robeco Equity Hybrid Fund Direct Plan Growth

The Canara Robeco Equity Hybrid Fund — Direct Plan Growth, offered by Canara Robeco Mutual Fund, falls under the category of equity-oriented hybrid funds. This means that the fund invests predominantly in equity and equity-related assets, but also has a portion of its portfolio set aside for other investments. More specifically, the Canara Robeco Equity Hybrid Fund Direct Plan Growth allocates 65% to 80% of its assets to high-risk equity investments, 20% to 25% to debt and money market instruments, and up to 10% to high-risk REITs and InvITs. It uses the CRISIL Hybrid 35+65 - Aggressive Index as its benchmark, and the S&P BSE Sensex TRI as its additional benchmark. Like both these indices, the Canara Robeco Equity Hybrid Fund also carries extremely high risk.

Investment Objective of the Scheme

The Canara Robeco Equity Hybrid Fund — Direct Plan Growth aims to create a portfolio diversified predominantly across the equity segment, with limited exposure to fixed-income securities. This, in turn, is crucial to the fund’s objective of generating long-term capital gains throughout different market cycles.

Key Features of The Fund

5-year return 16.19%
Expense Ratio 0.59%
Fund Manager Shridatta Bhandwaldar
Fund Size ₹10077.44 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Canara Robeco Equity Hybrid Fund Direct Plan Growth could be an ideal addition to your portfolio if you have a high-risk appetite and are willing to increase exposure to the equity market in return for potential long-term capital appreciation and income benefits. The fund offers both lump sum and SIP investment options, so it could be a good choice whether you have a large sum ready to invest or you want to invest a small portfolio of your income regularly.

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
Email 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.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of Canara Robeco Equity Hybrid Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Canara Robeco Equity Hybrid Fund May 29 2024 is 360.53

What is the AUM of Canara Robeco Equity Hybrid Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Canara Robeco Equity Hybrid Fund is 10077.44 crore.

What is the expense ratio of Canara Robeco Equity Hybrid Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Canara Robeco Equity Hybrid Fund is 0.59%

What are the returns of Canara Robeco Equity Hybrid Fund since inception?

The Canara Robeco Equity Hybrid Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 15.19 since inception.

What is the minimum SIP amount to invest in Canara Robeco Equity Hybrid Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Canara Robeco Equity Hybrid Fund is 1000.

How do I invest in Canara Robeco Equity Hybrid Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Canara Robeco Equity Hybrid Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Canara Robeco Equity Hybrid Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Canara Robeco Equity Hybrid Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.
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