Canara Robeco Equity Hybrid Fund Review

Canara Robeco Equity Hybrid Fund is an aggressive hybrid fund which invests in equity 65% and 35% in Debt. It balances the volatility of equity and stable returns of debt.

This fund is suitable for those who are new to mutual funds and can’t take risk too much. This fund is suitable for long term(5 to 7 Years)which gives promising returns by managing volatility.

Canara Robeco Equity Hybrid Fund Details-

  • Type- Aggressive Hybrid
  • Fund Launch Date-1993, February1st(Regular Plan),1st January 2013(Direct Plan)
  • Benchmark- Crisil hybrid 35+65 Aggressive Index
  • Returns since launch-12.97%(Regular Plan),16.23%(Direct Plan)
  • Expense Ratio-1.92%(Regular Plan),0.67%(Direct Plan)
  • Turnover Ratio-36%
  • Fund Manager(s)- Shridatta Bhandwaldar(Since 2016, July 5th),Avnish Jain(Since 2013, October 7th),Ennette Fernandes(Since 2021, October 1st)

Canara Robeco Equity Hybrid Investment Details-

  • Minimum Lumpsum investment-5,000 Rupees
  • Minimum sip amount-1000 Rupees
  • Minimum Additional Investment-1000 Rupees
  • Lock in- Not Applicable
  • Exit Load- 1% would be charged if redeemed more than 10% of units from the date of the allotment.

Canara Robeco Equity Hybrid Fund Performance over Benchmark-

Year To Date1 Day1 Week1 Month3 Month6 Month1 Year3 Year5 Year7 Year10 Year
Benchmark Returns27.660.78-0.902.1213.8823.5848.0121.0115.8312.8613.59
Canara Robeco Equity Hybrid-Regular Plan Performance
24.61
0.78-0.800.518.4220.0040.7121.2014.5613.9315.39
Canara Robeco Equity Hybrid-Direct Plan Performance
25.83
0.79-0.770.628.7620.7542.3922.6315.9715.19N.A
As on October 26th,2021

Those who prefer stable returns should consider this fund. Fund performance may vary subject to market conditions! Consult your financial advisor if you are unable to take decision whether to invest in this scheme or not!

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