Canara Robeco Equity Hybrid Fund Growth
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Min amount: ₹1,000
- Fund Summary
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|Risk||Moderately High risk|
|Fund Type||Aggressive Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|HDFC Bank Ltd||5.66%|
|ICICI Bank Ltd||5.43%|
|Reliance Industries Ltd||3.77%|
|Kotak Mahindra Bank Ltd||3.18%|
|Housing Development Finance Corp Ltd||2.72%|
|Hindustan Unilever Ltd||2.41%|
|Bajaj Finance Ltd||2.4%|
|6.84% Govt Stock 2022||2.38%|
|Larsen & Toubro Ltd||2.07%|
About Canara Robeco Equity Hybrid Fund
Canara Robeco Equity Hybrid Fund is an open-ended hybrid scheme investing primarily in equity & equity-related instruments. It will also invest a small portion (20%-35%) of the fund in fixed income securities such as debt & money market instruments, REITs & InvITs, ADRs & GDRS, and foreign securities. The scheme seeks to provide regular income and long-term capital appreciation.
Pros & Cons of Canara Robeco Equity Hybrid Fund
Canara Robeco Equity Hybrid Fund offers the following benefits:
- The fund enables investors to diversify their portfolio without impacting returns. It enables investors to balance their investments between growth and stability.
- The fixed income component will act as a cushion against volatility.
- Notably, the fund returns are consistently higher than the average category returns.
Fund Information and Statistics of Canara Robeco Equity Hybrid Fund
Inception / Launch date
Canara Robeco Equity Hybrid Fund was launched on February 1, 1993, by Canara Robeco Mutual Funds.
The scheme is a moderately high-risk bet considering it has significant exposure to equities. It is suitable for long-term investors with above-average risk appetite.
Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days.
The fund is jointly managed by Mr krishna Sanghvi, Mr Avnish Jain since October 7, 2013, and Mr Shridatta Bhandwaldar since July 5, 2016. Collectively they have 35 years of experience between them.
Entry / Exit load
The fund house does not charge any entry load or exit load if ten percent of the investment is redeemed within a year from the date of allotment. However, if the rest of the investment is redeemed within a year, 1% exit load is applicable. There is no exit load if redeemed after one year.
Tax benefits of investing in Canara Robeco Equity Hybrid Fund
- A short-term capital gain tax of 15 % is levied is the units are sold within one year from the date of allotment.
- Long-term capital gains, in excess of Rs 1 lakh, are taxed at 10% if the units are sold after one year.
- Dividend distribution may be applicable.
About Canara Robeco Mutual Funds
Canara Robeco Mutual Fund is a combination of Canara Bank's experience in the Indian market and Robeco's global experience in asset management. This partnership results in a formidable mutual fund house that is equipped to deal with uncertainties of Indian as well as financial markets. Canara Robeco Mutual Fund remains one of the fastest growing fund houses with respect to AUM.
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns