Canara Robeco Conservative Hybrid Fund

Hybrid: Conservative Hybrid | Growth

5Y CAGR

+6.44%

Fund Size

₹868.27 Cr

Min. Investment

₹1,000

Score

25%

QUICK FUND SUMMARY

Canara Robeco Conservative Hybrid Fund Growth is a hybrid mutual fund managing assets worth ₹868.27 Cr. The current NAV is ₹99.50 as of Jul 20. It has delivered a 5-year CAGR of 6.44%. Investors can start with a minimum SIP amount of ₹1,000.

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Canara Robeco Conservative Hybrid Fund Details

Fund Size

₹868.27 Cr

Type

Hybrid: Conservative Hybrid

Minimum Investment

₹1,000

NAV (Jul 20)

₹99.50

Plan Type

Regular

Launch Date

30 Sep 2002

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.9%

Withdrawal Charge

Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year.

Canara Robeco Conservative Hybrid Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Canara Robeco Conservative Hybrid Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Canara Robeco Conservative Hybrid Fund
+2.28%+6.93%+6.44%
Kotak Debt Hybrid Fund
+1.86%+7.92%+8.07%
SBI Conservative Hybrid Fund
+4.43%+8.45%+8.73%
HDFC Hybrid Debt Fund
+1.98%+7.62%+8.04%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹398

Your Total Value could have reached:

₹3,998

Canara Robeco Conservative Hybrid Fund Risk Indicator

The risk of the scheme is moderately high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Canara Robeco Conservative Hybrid Fund

Canara Robeco Conservative Hybrid Fund is a Growth Hybrid mutual fund managed by Canara Robeco Mutual Fund. It follows a Medium Quality Momentum investment strategy. The fund is rated 25/100 on the CRISP scale.

The current NAV of Canara Robeco Conservative Hybrid Fund is ₹99.50 as of Jul 20.

You can invest in Canara Robeco Conservative Hybrid Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Canara Robeco Conservative Hybrid Fund is ₹1,000.

The expense ratio of Canara Robeco Conservative Hybrid Fund is 1.90%.

Canara Robeco Conservative Hybrid Fund has an exit load as follows: exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year.

Canara Robeco Conservative Hybrid Fund has a CRISP Score of 25/100, indicating Low consistency, relative risk within the acceptable range, investment style Medium on Quality and Momentum factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

The taxation of Canara Robeco Conservative Hybrid Fund depends entirely on its underlying allocation to domestic equities. Aggressive Hybrids (Equity ≥ 65%) are taxed exactly like equity funds: 20% STCG if held ≤ 12 months; 12.5% LTCG if held > 12 months. Conservative Hybrids (Equity ≤ 35%) are taxed exactly like debt funds: all gains taxed at your income tax slab rate. For hybrid funds with equity exposure between 35% and 65%, the minimum holding period to qualify for LTCG is more than 24 months, with gains taxed at a flat 12.5%. Anything less than 24 months is deemed as STCG and taxed at applicable income tax slab rates. For units purchased prior to 1 April 2023: LTCG - 12.5% (if held for 24 months); STCG - Slab rate. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.