How to check the XIRR of CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION?

You can track the exact XIRR and portfolio overlapping of CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Option

Q: How to check portfolio overlap for CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION?

Use the MutualSaathi Portfolio Analyzer to compare CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION with other funds, PMS, and AIFs to detect hidden stock overlaps.

Canara Robeco Mutual Fund

Expense Ratio: 0.58

Risk: Very High

Hybrid Scheme - Aggressive Hybrid Fund

Plan: Direct

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index

Inception: 01-12-1992

Exit Load: Nil

Fund Size:₹11,426.22 Cr

Performance

Fund2.65%

Cat. Avg.2.38%

Fund4.74%

Cat. Avg.3.64%

Fund11.44%

Cat. Avg.12.53%

Fund11.23%

Cat. Avg.11.84%

10Y

Fund13.31%

Cat. Avg.12.48%

Fund13.87%

Cat. Avg.13.04%

Fund Facts

Manager(s)

Mr. Avnish Jain

Beta

1.06

Std Dev

9.94

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks	561.41	5.04%
2	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks	518.45	4.65%
3	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	499.05	4.48%
4	Axis Bank Ltd	Equity	Listed	Large Cap	Banks	339.12	3.04%
5	State Bank of India	Equity	Listed	Large Cap	Banks	302.94	2.72%
6	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services	291.69	2.62%
7	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products	278.19	2.50%
8	Power Finance Corporation Ltd	Equity	Listed	Large Cap	Finance	260.94	2.34%
9	Larsen & Toubro Ltd	Equity	Listed	Large Cap	Construction	256.89	2.31%
10	Samvardhana Motherson International Ltd	Equity	Listed	Large Cap	Auto Components	251.05	2.25%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61344	+2.2%	+4.6%
2Y	07 Aug, 24	1.20 L.	1.26 L.	+4.9%	+4.9%
3Y	07 Aug, 23	1.80 L.	2.02 L.	+12.0%	+7.7%
5Y	09 Aug, 21	3 L.	3.89 L.	+29.8%	+10.6%
10Y	08 Aug, 16	6 L.	11.72 L.	+95.3%	+13.0%
SI	07 Jan, 13	8.15 L.	21.79 L.	+167.3%	+13.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.02 L.	+2.2%	N/A
2Y	22 Jul, 24	1 L.	1.09 L.	+9.2%	+4.5%
3Y	20 Jul, 23	1 L.	1.38 L.	+38.4%	+11.4%
5Y	20 Jul, 21	1 L.	1.70 L.	+70.2%	+11.2%
10Y	20 Jul, 16	1 L.	3.49 L.	+248.9%	+13.3%
SI	02 Jan, 13	1 L.	5.82 L.	+481.8%	+13.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.