Should I invest in CANARA ROBECO CONSERVATIVE HYBRID FUND?

We don't give personal investment advice. CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 4.4%. 5-year CAGR: 6.26%.

Canara Robeco

CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION

Latest NAV

₹98.9873

As of

24 Jul 2026

4,921 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.07%	-0.01%	-0.07	32 / 33	Q4
1W	-0.42%	-0.45%	+0.03	14 / 33	Q2
2W	-0.29%	-0.51%	+0.21	3 / 33	Q1
1M	+0.32%	-0.32%	+0.64	6 / 33	Q1
3M	+2.11%	+0.84%	+1.27	2 / 33	Q1
6M	+2.72%	+0.30%	+2.42	7 / 33	Q1
YTD	+1.21%	-0.83%	+2.04	7 / 33	Q1
1Y	+1.40%	-1.21%	+2.61	10 / 33	Q2
2Y	+4.39%	+0.99%	+3.40	8 / 33	Q1
3Y	+6.78%	+3.62%	+3.16	12 / 33	Q2
4Y	+7.20%	+4.07%	+3.14	12 / 33	Q2
5Y	+6.26%	+3.33%	+2.93	13 / 33	Q2
7Y	+8.11%	+3.99%	+4.12	8 / 33	Q1
10Y	+7.58%	+3.05%	+4.53	4 / 33	Q1
Inception	+8.83%	+3.74%	+5.09	2 / 33	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.21%	-0.83%	+2.04	7 / 33
2025	+4.36%	+1.83%	+2.53	13 / 33
2024	+10.15%	+6.68%	+3.47	12 / 33
2023	+9.59%	+6.65%	+2.94	12 / 33
2022	+2.61%	-0.18%	+2.79	12 / 33
2021	+9.91%	+6.74%	+3.17	10 / 33
2020	+13.73%	+5.49%	+8.24	1 / 33
2019	+10.54%	+2.15%	+8.39	1 / 33
2018	+3.30%	-3.43%	+6.73	4 / 33
2017	+8.08%	+4.29%	+3.79	9 / 33
2016	+5.78%	+4.98%	+0.80	14 / 33

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.13%

234 windows

min -13.4% · max 30.5%

97% positive

3-Year rolling

+9.09%

211 windows

min 4.7% · max 15.1%

100% positive

5-Year rolling

+8.95%

187 windows

min 5.5% · max 12.7%

100% positive

7-Year rolling

+8.91%

161 windows

min 7.3% · max 12.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

3.93%

3-year · annualised

Sharpe ratio

0.04

vs risk-free 6.5%

Sortino ratio

0.08

Downside-only deviation

Max drawdown

-4.10%

Oct 2025 → Mar 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Conservative Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Debt Fund - Growth Plan	HDFC	₹83.7369	24 Jul 2026
NIPPON INDIA CONSERVATIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - MONTHLY IDCW Option	Nippon India	₹0.0000	24 Jul 2026
SBI Conservative Hybrid Fund - Regular Plan - Annual Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹26.8982	24 Jul 2026
ICICI Prudential Regular Savings Fund - Plan - Monthly IDCW	ICICI Prudential	₹13.7621	24 Jul 2026
Franklin India Conservative Hybrid Fund - Growth	Franklin Templeton	₹92.1044	24 Jul 2026
Kotak Debt Hybrid - Monthly Payout of Income Distribution cum capital withdrawal option	Kotak	₹12.1922	24 Jul 2026
DSP Regular Savings Fund - Regular Plan - IDCW - Monthly	DSP BlackRock	₹10.9906	24 Jul 2026
HSBC Conservative Hybrid Fund - Regular Growth	HSBC	₹63.4001	24 Jul 2026
CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - MONTHLY IDCW (Payout/Reinvestment)	Canara Robeco	₹12.3451	24 Jul 2026
UTI Conservative Hybrd Fund - Regular Plan - Monthly Payment Option	UTI	₹70.6727	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹98.9873
23 Jul 2026	₹99.0601
22 Jul 2026	₹99.2366
21 Jul 2026	₹99.5341
20 Jul 2026	₹99.5047
17 Jul 2026	₹99.4063
16 Jul 2026	₹99.2621
15 Jul 2026	₹99.2234
14 Jul 2026	₹99.0580
13 Jul 2026	₹99.3114

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION is ₹98.9873. It's a Conservative Hybrid Fund from Canara Robeco, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION has NAV history starting from 12 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION is managed by Canara Robeco. It's classified by AMFI under the 'Conservative Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION has delivered a absolute return of 1.40% — +2.61 pp ahead of the Conservative Hybrid Fund category average of -1.21%. The fund ranks #10 of 33 in its category — the second (Q2) quartile.

Over the trailing 3-year window, CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION has delivered a CAGR of 6.78% — +3.16 pp ahead of the Conservative Hybrid Fund category average of 3.62%. The fund ranks #12 of 33 in its category — the second (Q2) quartile.

Over the trailing 5-year window, CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION has delivered a CAGR of 6.26% — +2.93 pp ahead of the Conservative Hybrid Fund category average of 3.33%. The fund ranks #13 of 33 in its category — the second (Q2) quartile.

₹1 lakh invested in CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION exactly 10 years ago would be worth approximately ₹207,727 today — a multiplier of 2.08×, based on the 10-year CAGR of 7.58%. The category average over the same window would have grown ₹1 lakh to ₹135,098.

A ₹10,000 monthly SIP in CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹702,802 today. That's an XIRR (money-weighted annualised return) of 6.26%.

A ₹10,000 monthly SIP for 10 years in CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION = ₹1,200,000 invested. It would currently be worth ₹1,760,881 (multiplier 1.47×). XIRR: 7.44%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION ranks #13 out of 33 funds in the Conservative Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 3.33%; this fund delivered 6.26%.

The worst peak-to-trough decline CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION has experienced over the last 5-year window is 4.41% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION averaged 8.95% (best 12.73%, worst 5.50%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.09 — negative risk-adjusted performance.

In calendar year 2025, CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION returned 4.36% — beating the Conservative Hybrid Fund category average of 1.83% by 2.53 pp. It ranked #13 of 33 in its category that year.

CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 4.4%. 5-year CAGR: 6.26%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Conservative Hybrid Fund

Recent NAVs

Frequently asked questions

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