canara-robeco-equity-hybrid-fund-direct-g

Canara Robeco Equity Hybrid Fund - Direct (G)

  1. Equity
  2. Low Risk-Return Funds
  • NAV as on Jul 24, 2025 ₹410.43
  • Total Returns 14.85% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
canara-robeco-equity-hybrid-fund-direct-g

Overview of Canara Robeco Equity Hybrid Fund - Direct (G)

  • Fund House
    Canara Robeco Equity Hybrid Fund
  • Fund Size
    ₹11,243 Cr
  • Expense Ratio
    0.57%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • 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.
  • Minimum SIP Investment
    ₹1000
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Canara Robeco Equity Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Canara Robeco Equity Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 0.86%
  • 4.86%
  • 9.44%
  • 6.48%
  • 16.67%
  • 17.84%

Category Average

  • 1.85%
  • 4.85%
  • 7.84%
  • 5.3%
  • 16.57%
  • 18.51%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    28.05%
  • Banks
    14.93%
  • Finance
    6.4%
  • IT-Software
    5.36%
  • Pharmaceuticals & Biotech
    3.66%
  • Petroleum Products
    3.22%

More about Canara Robeco Equity Hybrid Fund - Direct (G)

Canara Robeco Equity Hybrid Fund - Direct (G) is a mutual fund under the Low Risk-Return Funds category, managed by Canara Robeco Mutual Fund. It was launched on 02 Mar 1993, and has been active for over 32 years. As of 30 Jun 2025 the fund manages assets worth ₹11,243 Crores. The expense ratio is 0.57%.

This fund generated returns of 6.48% in the last 1 year. Since its inception, it has provided an average annual return of 14.85%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Finance, IT-Software and Pharmaceuticals & Biotech.

The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, TREPS, LIC Housing Fin. and Reliance Industr.

Fund Managers

  • Ennettee Fernandes
  • Shridatta Bhandwaldar
  • Avnish Jain

Investment Objective

To Seek to generate long term capital appreciation and / or income from a portfolio constituted of equity related securities as well as fixed income securities(debt and money market securities).

canara-robeco-equity-hybrid-fund-direct-g

Frequently Asked Questions about Canara Robeco Equity Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.

  2. Should I invest in {{fund_type}}?

    Yes, if you prioritize capital preservation and want steady, modest returns.

  3. How long should I stay invested in {{fund_type}}?

    These funds are suitable for short to medium-term goals, generally one to three years.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can withdraw anytime, though holding for the investment term is recommended.

  5. What are the expenses involved in {{fund_type}}?

    Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.

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