3 Year return

15.71%
Launched on January 2013 (11 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹9890.14 Cr.

Expense Ratio

0.64% (inclusive of GST)

Exit Load

For any redemption / switch out upto 10% of units within 1 year from the date of allotment - Nil For any redemption / switch out more than 10% of units within 1 year from the date of allotment - 1% Nil - For any redemption / switch out after 1 year from the date of allotment.

Ratings

ARQ Rating
4

Ratings by other agencies

4
3
5

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Canara Robeco Mutual Fund Managers

SB

Shridatta Bhandwaldar

Fund Manager since Jul 2023

Fund House Details

Canara Robeco Mutual Fund

Canara Robeco Mutual Fund Asset management company

AUM ₹87,069.50 Cr.
No. of Schemes 88
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Canara Robeco Mutual Fund

List of mutual fund schemes by AMC

About Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout

The Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout fund is an equity hybrid fund managed by Canara Robeco Mutual Fund. It is a type of fund that invests in a mix of equity and debt securities. This is an open-ended investment scheme that provides the investor with an opportunity to invest at any time. The expense ratio of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout is lower compared to its category average.

Investment Objectives of the Scheme

The investment objective of the Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout fund is to generate income by investing in a diversified portfolio of equity and debt securities. The fund aims to achieve this by investing in a mix of equity and debt securities that offer a balance of growth and income.

Key Features of The Fund

5-year return 15.45%
Expense Ratio 0.64%
Fund Manager Shridatta Bhandwaldar
Fund Size ₹9890.14 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout fund is suitable for investors who are looking for a balanced investment option that offers the potential for growth with some downside protection. The fund is also suitable for investors who are looking for an investment that can help them generate income. However, talk to your financial advisor and ensure that you are considering your investment objectives and risk appetite.

AMC Contact Details

Name Canara Robeco Mutual Fund
Launch Date December 1987
Addresss 4th Floor - Construction House, 5 - Walchand Hirachand Marg, Mumbai 400001
Contact 1800-209-2726
Email crmf@canararobeco.com
Website https://www.canararobeco.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout Apr 22 2024 is 123.07

What is the AUM of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout is 9890.14 crore.

What is the expense ratio of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout is 0.64%

What are the returns of Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout since inception?

The Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 14.56 since inception.

What is the minimum SIP amount to invest in Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout is 1000.

How do I invest in Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Canara Robeco Equity Hybrid Fund Direct Plan Monthly IDCW (Payout/Payout) Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.