Overview (as on 30 Jul 2021)

NAV

₹79.9931

1y returns

16.276%

Fund AUM

₹655 Cr

Expense Ratio

0.61%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
34.75%
Consumer
14.75%
Health
10.36%
Tech
9.61%
Defensive
8.54%
Basic Materials
5.95%
Industrials
4.76%
Utilities
4.29%
Energy
3.69%
Communication
3.29%
Size Breakup
Large Cap
66.89%
Mid Cap
28.49%
Small Cap
4.62%

Key Metrics

Yield to Maturity 

4.64%

Modified Duration 

1.98 yr

Sharpe Ratio 

0.0

Std deviation 

4.67%

Holdings

Fund Details

Investment Objectives
To generate income by investing in a wide range of Debt Securities and Money Market instruments of various maturities and small portion in equities and Equity Related Instruments. However, there can be no assurance that the investment objective of the scheme will be realized.
Scheme Name
Canara Robeco Conservative Hybrid Fund Direct Plan Growth Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Avnish Jain
Fund House Details
Fund House
Canara Robeco Asset Management Co. Ltd.
Email
crmf@canararobeco.com
Phone
+912266585012-5013
Address
Canara Robeco Asset Management Company Limited,Construction House, 4th Floor,,5 Walchand Hirachand Marg, Ballard Estate,

Other Related Plans

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Canara Robeco Conservative Hybrid Fund Direct P...

NAV

₹79.9931

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Avnish Jain
Avnish Jain

leader

Qualifications
Bachelor of Mechanical Engineering, PGDBM, CFA (Level 3)
Work Experience
"Currently working as Senior Fund Manager- ICICI Prudential Asset Management Company Limited., Head - Fixed Income, October 2008 to Dec 2010, Deutsche Mutual Fund( DWS Investments). January 2007 to October 2008, Misys Software Solutions (I)Ltd. Head of Trading - (August 2005 to January 2007), Yes Bank Ltd. Senior Trader - Proprietary Trading Group (November 1998 to August 2005), ICICI Bank Ltd. Senior Analyst- Equity Research, April 1994- November 1998- UTI Securities Exchange Ltd. Graduate Trainee Engineer, 1991-92, Reliance Industries Ltd."
Miyush Gandhi
Miyush Gandhi

manager

Work Experience
"null"

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