Canara Robeco Equity Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★★
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.58 %
Expense Ratio
★★★★
Rating
9,054
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.4% 17.2% 13% 14.3%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
7.24%
5.69%
4.09%
2.93%
Others
76.11%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.24%
ICICI Bank Banks Equity 5.69%
Infosys IT - Software Equity 4.09%
Reliance Industr Refineries Equity 3.94%
Axis Bank Banks Equity 2.93%
St Bk of India Banks Equity 2.78%
Bajaj Finance Finance Equity 2.38%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.22%
Sun Pharma.Inds. Pharmaceuticals Equity 1.92%
ITC Tobacco Products Equity 1.67%
IndusInd Bank Banks Equity 1.6%
Mphasis IT - Software Equity 1.52%
NTPC Power Generation & Distribution Equity 1.5%
A B B Capital Goods - Electrical Equipment Equity 1.49%
Bharti Airtel Telecomm-Service Equity 1.47%
UltraTech Cem. Cement Equity 1.42%
Samvardh. Mothe. Auto Ancillaries Equity 1.37%
KEI Industries Cables Equity 1.29%
Interglobe Aviat Air Transport Service Equity 1.26%
United Spirits Alcoholic Beverages Equity 1.23%
Max Healthcare Healthcare Equity 1.19%
Maruti Suzuki Automobile Equity 1.19%
Bharat Electron Electronics Equity 1.18%
J K Cements Cement Equity 1.18%
Tata Motors Automobile Equity 1.16%
Oberoi Realty Realty Equity 1.13%
Uno Minda Auto Ancillaries Equity 1.07%
SBI Cards Finance Equity 1.02%
Tata Steel Steel Equity 0.99%
HCL Technologies IT - Software Equity 0.99%
Cholaman.Inv.&Fn Finance Equity 0.9%
ICICI Lombard Insurance Equity 0.87%
Atul Chemicals Equity 0.83%
SBI Life Insuran Insurance Equity 0.81%
Titan Company Diamond, Gems and Jewellery Equity 0.8%
Bharat Forge Castings, Forgings & Fastners Equity 0.77%
Indian Hotels Co Hotels & Restaurants Equity 0.74%
Ashok Leyland Automobile Equity 0.73%
Dabur India FMCG Equity 0.72%
Hindalco Inds. Non Ferrous Metals Equity 0.69%
Vinati Organics Chemicals Equity 0.68%
Navin Fluo.Intl. Chemicals Equity 0.61%
Sona BLW Precis. Auto Ancillaries Equity 0.61%
Honeywell Auto Electronics Equity 0.52%
P I Industries Agro Chemicals Equity 0.52%
Voltas Consumer Durables Equity 0.52%
Jio Financial Finance Equity 0.4%
Hind. Unilever FMCG Equity 0.18%
Mankind Pharma Pharmaceuticals Equity 0.12%
Debt
27.61%
Banks
20.24%
IT-Software
6.6%
Finance
4.7%
Petroleum Products
3.94%
Others
36.91%
View all Sectors
Sectors Asset
Debt 27.61%
Banks 20.24%
IT-Software 6.6%
Finance 4.7%
Petroleum Products 3.94%
Auto Components 3.05%
Cement & Cement Products 2.6%
Automobiles 2.35%
Construction 2.22%
Chemicals & Petrochemical 2.12%
Industrial Products 2.06%
Pharmaceuticals & Biotech 2.04%
Diversified FMCG 1.85%
Insurance 1.68%
Power 1.5%
Electrical Equipments 1.49%
Telecom-Services 1.47%
Consumer Durables 1.32%
Transport Services 1.26%
Beverages 1.23%
Healthcare Services 1.19%
Aerospace & Defense 1.18%
Realty 1.13%
Ferrous Metals 0.99%
Leisure Services 0.74%
Agricultural, Commercial 0.73%
Personal Products 0.72%
Non-Ferrous Metals 0.69%
Industrial Manufacturing 0.52%
Fertilisers & Agrochemica 0.52%
Cash & Others 0.26%
Equity
72.13%
Govt Securities / Sovereign
10.03%
Reverse Repos
8.63%
Corporate Debentures
6.94%
Certificate of Deposit
1.63%
Others
0.64%
View all Assets
Assets Asset
Equity 72.13%
Govt Securities / Sovereign 10.03%
Reverse Repos 8.63%
Corporate Debentures 6.94%
Certificate of Deposit 1.63%
Commercial Paper 0.27%
Net Curr Ass/Net Receivables 0.26%
T-Bills 0.11%

Advance Ratio

0.36
Alpha
2.92
SD
0.67
Beta
0.5
Sharpe

Exit Load

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.

Fund Objective

The Canara Robeco Equity Hybrid Fund is a type of mutual fund that belongs to the Canara Robeco Mutual Fund House. The goal of this open-ended fund, which started on July 20, 2007, was to build a balanced portfolio that would give investors both high annual returns and capital appreciation.

As an open-ended fund, it allows investors to buy or sell units at any time, giving them the flexibility to manage their investments according to their financial goals and risk tolerance. The performance of the fund is measured against the CRISIL Hybrid 35+65 Aggressive Index. This gives investors a way to compare its performance to that of other funds on the market that are similar.

Pros and Cons of Canara Robeco Equity Hybrid Fund

Pros Cons
Provides better returns with lower volatility As a mutual fund, it is subject to market risks and fluctuations
Has given a CAGR return of 14.18% since inception The fund may not perform as well as other similar funds in the market
Offers good returns over the past 1, 3, and 5 years Past performance may not guarantee future returns.
Has a low minimum investment requirement Not suitable for all types of investors, especially those with low risk tolerance.
Has no lock-in period  

 

How to invest in Canara Robeco Equity Hybrid Fund?

Those who want to grow their wealth over time can invest in the Canara Robeco Equity Hybrid Fund in a simple and easy way. Investing is easy, quick, and doesn’t cause a lot of stress when you use a reliable online broker like 5Paisa.

With the ability to complete the process in just a matter of minutes, investors can easily invest in this fund without the hassle of paperwork and other complicated procedures. The paperless process that 5Paisa offers makes it easy and quick for investors to invest in the Canara Robeco Equity Hybrid Fund, so they can start growing their money as soon as possible.

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

The annual fee that the Canara Robeco Mutual Fund House charges for managing your investment in the Canara Robeco Equity Hybrid Fund is the expense ratio. It is the percentage of the fund’s assets under management (AUM) that is taken out of the fund’s returns. The expense ratio is a measure of how much it costs to run the fund. It includes administrative costs, management fees, and other costs of doing business.

It is important to remember that a lower expense ratio is generally better for investors, as it means that a smaller portion of the returns generated by the fund will be used to cover these costs. This means that more of the profits can be given back to the investors, giving them a higher net return on their investment. Investors should compare the expense ratios of different funds before making an investment decision to ensure that they are getting the best value for their money.

Who should invest in Canara Robeco Equity Hybrid Fund?

The Canara Robeco Equity Hybrid Fund is a good choice for people who want a well-balanced investment portfolio that gives them both high annual returns and capital growth. This fund is a type of aggressive hybrid fund that puts most of its money in stocks and some in lower-risk debt securities.

The Canara Robeco Equity Hybrid Fund is a good option for investors who are willing to take on moderate to high risk and want to take advantage of the growth opportunities offered by equity investments. The fund’s portfolio strategy gives it a safety net by investing some of its assets in debt securities. At the same time, its equity investments give it a chance to grow.

What are the benefits of investing in the Canara Robeco Equity Hybrid Fund?

Investing in the Canara Robeco Equity Hybrid Fund offers several benefits, including:

● Potential for high returns

Since it began, the Canara Robeco Equity Hybrid Fund has given investors a CAGR return of 14.18%, which shows that it has a track record of giving investors good returns.

● Diversified Portfolio

This fund invests in both equity and debt securities. This gives investors a portfolio with a good mix of risk and reward. The part of the portfolio that is made up of stocks has the potential to give higher returns, while the part that is made up of debt is stable and provides a safety net.

● Low Minimum Investment

The minimum investment required to invest in the fund is relatively low, with the option to invest via a lump sum with a minimum of Rs. 5,000 or via a systematic investment plan (SIP) with a minimum of Rs. 1,000.

● No lock-in period

There is no lock-in period for the Canara Robeco Equity Hybrid Fund. This means that investors can get their money out of the fund at any time without having to pay any fees.

● Professional management

The fund is run by professional investment managers who have a track record of choosing high-quality investments that give investors the best returns.

Fund Managers

Shridatta Bhandwaldar - CEO

Mr Shridatta Bhandwaldar has been leading the charge for Canara Robeco Mutual Fund, one of the most successful funds in India right now. He has been the CEO of the firm since 2008 and has been in charge of their impressive growth in the mutual fund industry. His strategies have proven to be effective time and time again, which has led to their exponential growth in assets under management. His main goal as the CEO is to grow their company to reach over $10 billion in assets under management.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Canara Robeco Mutual Fund
AUM:
67,532 Cr
Address:
Construction House,4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
Contact:
+91 22 66585000
Email ID:
crmf@canararobeco.com

More Funds from Canara Robeco Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
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Mid Cap Mutual Funds Mid Cap Mutual Funds
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Small Cap Mutual Funds Small Cap Mutual Funds
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Multi Cap Funds Multi Cap Funds
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ELSS Mutual Funds ELSS Mutual Funds
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Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
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Ultra Short Duration Funds Ultra Short Duration Funds
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Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
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Long Duration Funds Long Duration Funds
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Overnight Mutual Funds Overnight Mutual Funds
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Floater Mutual Funds Floater Mutual Funds
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Fund Name
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Arbitrage Mutual Funds Arbitrage Mutual Funds
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Equity Savings Mutual Funds Equity Savings Mutual Funds
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Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
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Fund Name

Frequently Asked Questions

How to invest in Canara Robeco Equity Hybrid Fund – Direct Growth ?

You can invest in Canara Robeco Equity Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Canara Robeco Equity Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Canara Robeco Equity Hybrid Fund – Direct Growth ?

The NAV of Canara Robeco Equity Hybrid Fund – Direct Growth is ₹298 as of 18 August 2023.

How to redeem Canara Robeco Equity Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Canara Robeco Equity Hybrid Fund – Direct Growth?

The minimum SIP amount of Canara Robeco Equity Hybrid Fund – Direct Growth is ₹1000

What are the top sectors Canara Robeco Equity Hybrid Fund – Direct Growth has invested in?

The top sectors Canara Robeco Equity Hybrid Fund – Direct Growth has invested in are
  1. Debt - 27.61%
  2. Banks - 20.24%
  3. IT-Software - 6.6%
  4. Finance - 4.7%
  5. Petroleum Products - 3.94%

Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Equity Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Canara Robeco Equity Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Canara Robeco Equity Hybrid Fund – Direct Growth generated ?

The Canara Robeco Equity Hybrid Fund – Direct Growth has delivered 14.3% since inception

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

The expense ratio of Canara Robeco Equity Hybrid Fund – Direct Growth is 0.58 % as of 18 August 2023.

What is the AUM of Canara Robeco Equity Hybrid Fund – Direct Growth?

The AUM of Canara Robeco Equity Hybrid Fund – Direct Growth is ₹67,532 Cr as of 18 August 2023

What are the top stock holdings of Canara Robeco Equity Hybrid Fund – Direct Growth?

The top stock holdings of Canara Robeco Equity Hybrid Fund – Direct Growth are
  1. HDFC Bank - 7.24%
  2. ICICI Bank - 5.69%
  3. Infosys - 4.09%
  4. Reliance Industr - 3.94%
  5. Axis Bank - 2.93%

How can I redeem my investments in Canara Robeco Equity Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Equity Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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