Canara Robeco Conservative Hybrid Fund Direct Growth

Canara Robeco Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Avnish Jain. This fund gives you the benefit of diversification.

1. Canara Robeco Conservative Hybrid Fund Direct Growth has ₹935 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.7.
   

Canara Robeco Conservative Hybrid Fund Direct Growth has given a CAGR return of 9.94% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.07%, 9.57% and 11.13% respectively.

Canara Robeco Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Consumer Cyclical, Industrial, Cash Equivalent, Health, Consumer Defensive, Basic Materials, Tech, Communication, Utilities, Energy, Real Estate.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate income by investing in a wide range of Debt Securities and Money Market instruments of various maturities and small portion in equities and Equity Related Instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Canara Robeco Conservative Hybrid Fund Direct Growth has no lock in period.