Earlier known as Canara Robeco Balance Plan, Canara Robeco Equity Hybrid Fund is ideal for individuals who are looking to invest primarily in equity and equity-related instruments and a small portion in debt and money market instruments to generate long-term capital appreciation. This open-ended hybrid scheme features 2 types of investment plans, Regular and Direct, and offers investors 2 investment options - Growth and Dividend. Customers can also avail the monthly and quarterly SIP, SWP, and STP plans available to invest in this scheme according to their convenience.
Investment Objective of Canara Robeco Equity Hybrid Fund - Direct Plan - Growth
The main objective of this investment plan is to help investors generate returns in the long run and/or income using a portfolio of equity and equity-related securities in addition to fixed income securities such as debt and money market securities. Please note that the asset management company (AMC) does not guarantee returns from an investment in this scheme.
Key Features of Canara Robeco Equity Hybrid Fund - Direct Plan - Growth
Check out the significant features of the Canara Robeco Equity Hybrid Fund - Direct Plan - Growth scheme mentioned in the table below to decide whether this plan matches your investment goals:
|
Type of fund |
An open-ended hybrid scheme that invests in equity and equity-related instruments |
|
Plans available |
|
|
Options under each plan |
|
|
Risk |
Moderately high |
|
Systematic Investment Plan |
Available |
|
Systematic Transfer Plan |
Available |
|
Systematic Withdrawal Plan |
Available |
Investment Amount for Canara Robeco Equity Hybrid Fund - Direct Plan - Growth
See the table mentioned below to see the investment amounts applicable to this scheme:
|
Minimum application amount |
Rs.5,000 and subsequently in multiples of Re.1 |
|
Minimum additional investment |
Rs.1,000 and subsequently in multiples of Re.1 |
|
Minimum installment for Systematic Investment Plan (SIP) |
|
|
Minimum installment for Systematic Withdrawal Plan (SWP) |
|
|
Entry Load |
Not applicable |
|
Exit Load |
|
Asset Allocation for Canara Robeco Equity Hybrid Fund - Direct Plan - Growth
|
Instruments |
Allocations (Percentage of total assets) |
Risk Profile |
|
Equity and equity-related instruments |
65% to 80% |
High |
|
Debt and money market instruments |
20% to 35% |
Low to medium |
|
REITs or InvITs |
0% to 10% |
Medium to high |
NAV Disclosure and Benchmark for Canara Robeco Equity Hybrid Fund - Direct Plan - Growth
NAV - Under this scheme, the redemption and switch-out of units are done based on the applicable Net Asset Value (NAV) of units of each business day. The NAV is disclosed by the end of each working day, and released to the news agencies, the Association of Mutual Funds of India (AMFI), and press. The NAV of this plan is published every day in 2 daily newspapers with nationwide circulation, in addition to being displayed on the official website of the AMC at www.canararobeco.com. The NAV should also be updated on the AMFI website at www.amfiindia.com by 9:00 p.m. by the end of every business day.
Benchmark Index - The benchmark followed by the Canara Robeco Equity Hybrid Fund - Direct Plan - Growth scheme is CRISIL Hybrid 35+65 – Aggressive Index.
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Fund Manager
The fund managers of Canara Robeco Equity Hybrid Fund - Direct Plan - Growth - earlier known as Canara Robeco Balance Plan - is Mr. Ravi Gopalakrishnan with 24 years of experience, Mr. Shridatta Bhandwaldar with 11 years of experience, and Mr. Avnish Jain with 24 years of experience. Offering their extensive knowledge regarding the market gathered over the years, the fund managers of this scheme help investors achieve their investment goals while keeping in mind their risk-taking capacities.
Why You Should Invest in Canara Robeco Equity Hybrid Fund - Direct Plan - Growth
This plan generates high long-term returns by investing in equity and equity-related securities as well as debt and money market securities. By opting for the growth investment option under this scheme, investors can receive lump sum returns at the end of the investment tenure.
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