Last NAV: 150.78

CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks to build a balanced portfolio, which would provide a combination of high annual return and capital appreciation. The scheme was made open-ended from March 2000.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
11.49% 14.97% 12.31% 0.45% 0.19% 0.19%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.43 0.95 0.23 15.01% -49.51% 64.03%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Hybrid: Aggressive Hybrid
AUM INR   1,882.75   Cr.
Inception Date 20/07/2007
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
TurnOver 394
Expense Ratio 2.41
Exit Load Exit load of 1% will be charged for any redemption more than 10% of units allotted are redemeed within 1 year.
Duration 3.01

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2007 0.00 0.00 0.00 0.00 0.00 0.00 0.58 -0.29 10.39 13.82 -2.30 5.40 29.75
2008 -13.43 -0.06 -8.07 6.14 -4.55 -14.72 5.99 2.79 -7.49 -17.62 -1.89 9.58 -38.67
2009 -5.53 -4.08 6.07 14.69 25.18 -3.01 6.10 3.66 5.80 -5.09 5.03 4.15 61.68
2010 -1.69 -1.32 6.16 4.10 -1.44 3.06 1.98 2.77 4.85 -1.04 -2.57 1.69 17.36
2011 -5.70 -2.22 4.69 2.42 -1.36 1.40 1.04 -3.91 -1.57 2.73 -4.73 -2.42 -9.76
2012 5.76 4.53 0.71 0.75 -3.19 5.13 0.09 0.12 5.26 0.09 3.90 0.92 26.37
2013 0.56 -5.16 -0.68 2.64 0.40 -2.63 -1.36 -2.96 3.50 7.84 -0.82 3.33 4.07
2014 -3.49 2.15 6.85 0.22 11.22 6.64 0.94 3.46 2.92 3.15 4.52 0.41 45.66
2015 4.83 -0.86 0.05 -2.33 2.45 -0.97 5.37 -5.53 0.57 1.80 1.39 -0.37 6.07
2016 -5.89 -8.56 9.81 2.19 1.57 2.76 4.62 3.16 0.23 1.87 -4.66 -2.16 3.60
2017 4.36 2.62 3.08 3.00 1.06 0.32 3.64 0.13 -0.96 3.06 0.37 2.14 25.19
2018 0.92 -2.03 -1.80 4.10 -0.78 -1.02 4.48 1.78 -5.46 -2.22 3.36 0.42 1.27
2019 0.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.19
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 80
Debt Allocation Min: 20   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 20   Max: 35

About Fund Managers:

Krishna Sanghvi Canara

  • Job Since 16/10/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Kotak Mahindra AMC Ltd. and Kotak Mahindra Old Mutual Life Insurance Co..
  • Experience Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.

Krishna Sanghvi Canara

  • Job Since 16/10/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Kotak Mahindra AMC Ltd. and Kotak Mahindra Old Mutual Life Insurance Co..
  • Experience Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.

Avnish Jain Canara

  • Job Since 07/10/2013 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management, Misys Software Solutions, Yes Bank and ICICI Bank.
  • Experience Mr. Jain is a B.Tech from IIT Kharagpur and Post Graduate from IIM Kolkata.

Shridatta Bhandwaldar Canara

  • Job Since 05/07/2016 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
  • Experience Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).

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