Canara Robeco Equity Hybrid Fund Direct Plan Growth

• Alpha 2.90%
• Beta 0.99
• Sharpe Ratio0.95
• Std Deviation 9.17%
• Tracking Error 2.86%

To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However, there can be no assurance that the investment objective of the scheme will be realized.

The Canara Robeco Equity Hybrid Fund Direct Plan Growth has an AUM of 11267.28 crores & has delivered CAGR of 11.64% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.60%. The minimum investment in Canara Robeco Equity Hybrid Fund Direct Plan Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank of India & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Construction Services.

Some of the similar funds are Kotak Aggressive Hybrid Direct Growth, DSP Aggressive Hybrid Fund Direct Plan Growth, Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth, Canara Robeco Equity Hybrid Fund Direct Plan Growth, HDFC Hybrid Equity Fund Direct Growth Option. Canara Robeco Equity Hybrid Fund Direct Plan Growth has a sharpe ratio of 0.95 & a standard deviation of 9.17%.