Should I invest in CANARA ROBECO EQUITY HYBRID FUND?

We don't give personal investment advice. CANARA ROBECO EQUITY HYBRID FUND - DIRECT 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: 14.1%. 5-year CAGR: 10.97%.

Canara Robeco

CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION

Latest NAV

₹403.5000

As of

3 Jun 2026

3,300 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	+0.25%	+4.36%	-4.12	15 / 30	Q2
1W	-1.29%	+2.94%	-4.23	17 / 30	Q3
2W	-0.20%	+4.15%	-4.35	16 / 30	Q3
1M	-1.39%	+3.24%	-4.63	15 / 30	Q2
3M	-1.62%	+3.65%	-5.28	15 / 30	Q2
6M	-3.52%	+0.91%	-4.42	13 / 30	Q2
YTD	-3.75%	+0.57%	-4.32	13 / 30	Q2
1Y	+0.48%	+5.12%	-4.64	14 / 30	Q2
2Y	+4.92%	+6.03%	-1.10	14 / 30	Q2
3Y	+12.23%	+13.60%	-1.37	19 / 30	Q3
4Y	+12.56%	+13.47%	-0.90	19 / 29	Q3
5Y	+10.97%	+12.07%	-1.10	16 / 27	Q3
7Y	+13.06%	+13.22%	-0.16	10 / 25	Q2
10Y	+13.42%	+12.69%	+0.73	7 / 19	Q2
Inception	+13.72%	+12.86%	+0.86	8 / 30	Q2

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	-3.75%	-3.75%	+0.00	12 / 29
2025	+7.54%	+10.33%	-2.80	9 / 30
2024	+16.53%	+17.99%	-1.47	17 / 30
2023	+20.92%	+21.88%	-0.96	18 / 30
2022	+2.60%	+3.88%	-1.28	18 / 28
2021	+24.00%	+26.63%	-2.63	20 / 27
2020	+20.93%	+15.17%	+5.77	4 / 26
2019	+12.75%	+9.11%	+3.64	9 / 24
2018	+3.02%	-1.88%	+4.90	3 / 20
2017	+25.42%	+25.86%	-0.44	11 / 20
2016	+4.07%	+6.34%	-2.27	13 / 17

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

+16.22%

152 windows

min -12.0% · max 59.0%

95% positive

3-Year rolling

+14.62%

127 windows

min 2.6% · max 24.1%

100% positive

5-Year rolling

+14.55%

103 windows

min 4.9% · max 19.6%

100% positive

7-Year rolling

+14.35%

79 windows

min 11.7% · max 17.6%

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

10.09%

3-year · annualised

Sharpe ratio

0.56

vs risk-free 6.5%

Sortino ratio

0.90

Downside-only deviation

Max drawdown

-12.91%

Sep 2024 → Feb 2025

% positive months

72.2%

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 Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹403.5000
2 Jun 2026	₹404.6100
1 Jun 2026	₹403.6100
29 May 2026	₹406.6600
27 May 2026	₹410.7200
26 May 2026	₹409.9000
25 May 2026	₹410.7200
22 May 2026	₹407.1500
21 May 2026	₹406.4000
20 May 2026	₹405.7400

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 03 Jun 2026, the NAV of CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION is ₹403.5000. It's a Aggressive Hybrid Fund from Canara Robeco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

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

Over the trailing 1-year window, CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION has delivered a absolute return of 0.48% — -4.64 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #14 of 30 in its category — the second (Q2) quartile.

Over the trailing 3-year window, CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION has delivered a CAGR of 12.23% — -1.37 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #19 of 30 in its category — the third (Q3) quartile.

Over the trailing 5-year window, CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION has delivered a CAGR of 10.97% — -1.1 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #16 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION exactly 10 years ago would be worth approximately ₹352,355 today — a multiplier of 3.52×, based on the 10-year CAGR of 13.42%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹765,568 today. That's an XIRR (money-weighted annualised return) of 9.68%.

A ₹10,000 monthly SIP for 10 years in CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION = ₹1,200,000 invested. It would currently be worth ₹2,314,621 (multiplier 1.93×). XIRR: 12.61%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION ranks #16 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.07%; this fund delivered 10.97%.

The worst peak-to-trough decline CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION has experienced over the last 5-year window is 14.15% — 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 EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION averaged 14.55% (best 19.60%, worst 4.94%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION returned 7.54% — lagging the Aggressive Hybrid Fund category average of 10.33% by 2.80 pp. It ranked #9 of 30 in its category that year.

CANARA ROBECO EQUITY HYBRID FUND - DIRECT 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 EQUITY HYBRID FUND - DIRECT 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: 14.1%. 5-year CAGR: 10.97%.

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

CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

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