Should I invest in CANARA ROBECO EQUITY HYBRID FUND?

We don't give personal investment advice. CANARA ROBECO EQUITY 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: 14.6%. 5-year CAGR: 9.39%.

Canara Robeco

CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION

Latest NAV

₹362.1600

As of

24 Jul 2026

4,669 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	-0.20%	-0.17%	-0.03	21 / 34	Q3
1W	-1.22%	-1.24%	+0.02	9 / 34	Q2
2W	-1.39%	-1.31%	-0.08	18 / 34	Q3
1M	-0.42%	-0.51%	+0.10	9 / 34	Q2
3M	+1.05%	+1.35%	-0.30	24 / 34	Q3
6M	+1.89%	-0.03%	+1.92	7 / 33	Q1
YTD	-2.03%	-4.30%	+2.27	8 / 33	Q1
1Y	-0.16%	-3.31%	+3.15	8 / 33	Q1
2Y	+2.52%	-1.64%	+4.16	8 / 33	Q1
3Y	+9.93%	+6.41%	+3.53	12 / 33	Q2
4Y	+11.28%	+8.22%	+3.06	12 / 32	Q2
5Y	+9.40%	+7.09%	+2.31	12 / 30	Q2
7Y	+12.79%	+9.63%	+3.16	8 / 30	Q2
10Y	+11.74%	+7.14%	+4.60	5 / 30	Q1
Inception	+12.03%	+6.45%	+5.58	4 / 34	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	-2.03%	-4.68%	+2.65	6 / 31
2025	+6.32%	+2.10%	+4.22	9 / 31
2024	+15.23%	+12.84%	+2.39	12 / 31
2023	+19.55%	+17.18%	+2.37	11 / 31
2022	+1.35%	+1.09%	+0.26	18 / 31
2021	+22.51%	+23.51%	-1.00	18 / 31
2020	+19.56%	+10.62%	+8.94	5 / 31
2019	+11.45%	+3.54%	+7.91	5 / 32
2018	+1.68%	-7.66%	+9.34	3 / 32
2017	+23.80%	+16.43%	+7.36	6 / 32
2016	+2.98%	+2.00%	+0.98	13 / 26

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

+13.53%

220 windows

min -43.7% · max 83.8%

85% positive

3-Year rolling

+13.67%

196 windows

min 1.3% · max 30.3%

100% positive

5-Year rolling

+13.57%

171 windows

min 5.2% · max 20.1%

100% positive

7-Year rolling

+13.58%

147 windows

min 10.2% · max 21.2%

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

9.51%

3-year · annualised

Sharpe ratio

0.37

vs risk-free 6.5%

Sortino ratio

0.58

Downside-only deviation

Max drawdown

-13.32%

Sep 2024 → Feb 2025

% positive months

63.9%

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
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	24 Jul 2026
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹66.2402	24 Jul 2026
ICICI Prudential Equity & Debt Fund - Annual IDCW	ICICI Prudential	₹25.6000	24 Jul 2026
Franklin India Aggressive Hybrid Fund - Growth Plan	Franklin Templeton	₹264.5237	24 Jul 2026
Kotak Aggressive Hybrid Fund - Regular Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak Mahindra	₹37.6440	24 Jul 2026
DSP Aggressive Hybrid Fund- Regular Plan - Growth	DSP BlackRock	₹347.1130	24 Jul 2026
CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - MONTHLY IDCW (Payout/Reinvestment)	Canara Robeco	₹91.0700	24 Jul 2026
UTI Aggressive Hybrid Fund - Regular Plan - Growth	UTI	₹402.9516	24 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.7300	24 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth	Birla Sun Life	₹1,522.0600	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹362.1600
23 Jul 2026	₹362.8800
22 Jul 2026	₹364.4300
21 Jul 2026	₹366.8800
20 Jul 2026	₹366.5000
17 Jul 2026	₹366.6200
16 Jul 2026	₹365.3400
15 Jul 2026	₹366.2500
14 Jul 2026	₹365.3900
13 Jul 2026	₹367.1500

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 EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION is ₹362.1600. It's a Aggressive 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 EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION has NAV history starting from 23 Jul 2007, a track record of about 19 years. 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 EQUITY HYBRID FUND - REGULAR 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 - REGULAR PLAN - GROWTH OPTION has delivered a absolute return of -0.16% — +3.15 pp ahead of the Aggressive Hybrid Fund category average of -3.31%. The fund ranks #8 of 33 in its category — the top (Q1) quartile.

Over the trailing 3-year window, CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION has delivered a CAGR of 9.93% — +3.53 pp ahead of the Aggressive Hybrid Fund category average of 6.41%. The fund ranks #12 of 33 in its category — the second (Q2) quartile.

Over the trailing 5-year window, CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION has delivered a CAGR of 9.40% — +2.31 pp ahead of the Aggressive Hybrid Fund category average of 7.09%. The fund ranks #12 of 30 in its category — the second (Q2) quartile.

₹1 lakh invested in CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION exactly 10 years ago would be worth approximately ₹303,368 today — a multiplier of 3.03×, based on the 10-year CAGR of 11.74%. The category average over the same window would have grown ₹1 lakh to ₹199,254.

A ₹10,000 monthly SIP in CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹751,298 today. That's an XIRR (money-weighted annualised return) of 8.93%.

A ₹10,000 monthly SIP for 10 years in CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION = ₹1,200,000 invested. It would currently be worth ₹2,178,452 (multiplier 1.82×). XIRR: 11.47%. 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 - REGULAR PLAN - GROWTH OPTION ranks #12 out of 30 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 7.09%; this fund delivered 9.39%.

The worst peak-to-trough decline CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION has experienced over the last 5-year window is 14.60% — 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 - REGULAR PLAN - GROWTH OPTION averaged 13.56% (best 20.12%, worst 5.16%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION returned 6.32% — beating the Aggressive Hybrid Fund category average of 2.10% by 4.22 pp. It ranked #9 of 31 in its category that year.

CANARA ROBECO EQUITY 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 EQUITY 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: 14.6%. 5-year CAGR: 9.39%.

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

CANARA ROBECO EQUITY 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 Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

More from Canara Robeco