Canara Robeco Equity Hybrid Fund Direct Growth

Canara Robeco Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Shridatta Bhandwaldar, Avnish Jain, Ennette Fernandes. This fund gives you the benefit of diversification.

1. Canara Robeco Equity Hybrid Fund Direct Growth has ₹10949 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Canara Robeco Equity Hybrid Fund Direct Growth has given a CAGR return of 14.92% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.59%, 19.27% and 18.94% respectively.

Canara Robeco Equity Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Energy, Consumer Defensive, Health, Basic Materials, Communication, Utilities, Real Estate.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Canara Robeco Equity Hybrid Fund Direct Growth has no lock in period.