|Infosys||IT - Software||Equity||4.48%|
|St Bk of India||Banks||Equity||2.4%|
|Larsen & Toubro||Infrastructure Developers & Operators||Equity||2.37%|
|NTPC||Power Generation & Distribution||Equity||1.98%|
|Mphasis||IT - Software||Equity||1.49%|
|A B B||Capital Goods - Electrical Equipment||Equity||1.41%|
|Samvardh. Mothe.||Auto Ancillaries||Equity||1.28%|
|United Spirits||Alcoholic Beverages||Equity||1.25%|
|J K Cements||Cement||Equity||1.16%|
|Interglobe Aviat||Air Transport Service||Equity||1.14%|
|HCL Technologies||IT - Software||Equity||1.13%|
|Uno Minda||Auto Ancillaries||Equity||1.1%|
|Bharat Forge||Castings, Forgings & Fastners||Equity||0.92%|
|Titan Company||Diamond, Gems and Jewellery||Equity||0.85%|
|SBI Life Insuran||Insurance||Equity||0.77%|
|Indian Hotels Co||Hotels & Restaurants||Equity||0.77%|
|Sona BLW Precis.||Auto Ancillaries||Equity||0.63%|
|P I Industries||Agro Chemicals||Equity||0.51%|
|Coforge||IT - Software||Equity||0.4%|
|Hindalco Inds.||Non Ferrous Metals||Equity||0.35%|
|Cement & Cement Products||2.6%|
|Chemicals & Petrochemical||2.12%|
|Pharmaceuticals & Biotech||2.04%|
|Aerospace & Defense||1.18%|
|Fertilisers & Agrochemica||0.52%|
|Cash & Others||0.26%|
|Govt Securities / Sovereign||8.7%|
|Certificate of Deposit||0.53%|
|Net Curr Ass/Net Receivables||0.42%|
|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.|
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
|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.
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.
- Fund Name
- Fund Size
- 3Y Returns
- ICICI Pru Equity & Debt Fund – Direct Growth
24.3%Fund Size - 25,274
31.8%Fund Size - 25,274
17.6%Fund Size - 25,274
- UTI-Hybrid Equity Fund – Direct Growth
21.3%Fund Size - 4,788
24.4%Fund Size - 4,788
13.5%Fund Size - 4,788
- Nippon India Equity Hybrid Fund – Direct Growth
21.3%Fund Size - 3,026
24.2%Fund Size - 3,026
9%Fund Size - 3,026
- Franklin India Equity Hybrid Fund – Direct Growth
19%Fund Size - 1,479
22.6%Fund Size - 1,479
13.6%Fund Size - 1,479
- Tata Hybrid Equity Fund – Direct Growth
15.1%Fund Size - 3,387
21%Fund Size - 3,387
12.8%Fund Size - 3,387
AMC Contact Details
Frequently Asked Questions
How to invest in Canara Robeco Equity Hybrid Fund – Direct Growth ?
- 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 ?
How to redeem Canara Robeco Equity Hybrid Fund – Direct Growth holding ?
What is the minimum sip amount of Canara Robeco Equity Hybrid Fund – Direct Growth?
What are the top sectors Canara Robeco Equity Hybrid Fund – Direct Growth has invested in?
- Debt - 27.61%
- Banks - 20.24%
- IT-Software - 6.6%
- Finance - 4.7%
- Petroleum Products - 3.94%
Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Equity Hybrid Fund – Direct Growth?
How much returns have Canara Robeco Equity Hybrid Fund – Direct Growth generated ?
What is the expense ratio of Canara Robeco Equity Hybrid Fund – Direct Growth ?
What is the AUM of Canara Robeco Equity Hybrid Fund – Direct Growth?
What are the top stock holdings of Canara Robeco Equity Hybrid Fund – Direct Growth?
How can I redeem my investments in Canara Robeco Equity Hybrid Fund – Direct Growth?
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.