CANARA ROBECO AGGRESSIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Strong capital defense: downside capture of 71% limits losses during market corrections.
- Generated +1.8% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 1.79% is lower than category median (2.2%).
- Experienced a maximum drawdown of -49.5% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.57% | +6.16% | +1.41% |
| 3 Months | +1.32% | +1.07% | +0.25% |
| 6 Months | +6.02% | +5.38% | +0.64% |
| 1 Year | +3.28% | +2.59% | +0.69% |
| 3 Years CAGR | +11.25% | +10.89% | +0.36% |
| 5 Years CAGR | +8.76% | +8.84% | -0.08% |
| 7 Years CAGR | +12.61% | +12.32% | +0.29% |
| 10 Years CAGR | +12.01% | +11.96% | +0.05% |
| Since Inception | +12.12% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in CANARA ROBECO AGGRESSIVE HYBRID FUND compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +3.07% | +2.63% | +0.44% |
| 2025 | +6.55% | +6.01% | +0.54% |
| 2024 | +15.36% | +15.75% | -0.39% |
| 2023 | +19.91% | +20.35% | -0.44% |
| 2022 | +1.35% | +2.27% | -0.92% |
| 2021 | +22.76% | +23.77% | -1.01% |
| 2020 | +19.68% | +13.43% | +6.25% |
| 2019 | +11.67% | +10.39% | +1.28% |
| 2018 | +1.27% | -2.51% | +3.78% |
| 2017 | +25.19% | +25.44% | -0.25% |
| 2016 | +3.60% | +5.08% | -1.48% |
| 2015 | +6.07% | +2.88% | +3.19% |
| 2014 | +45.66% | +43.24% | +2.42% |
| 2013 | +4.07% | +7.10% | -3.03% |
| 2012 | +26.37% | +26.34% | +0.03% |
| 2011 | -9.76% | -18.20% | +8.44% |
| 2010 | +17.36% | +15.27% | +2.09% |
| 2009 | +61.68% | +62.41% | -0.73% |
| 2008 | -38.67% | -44.40% | +5.73% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -45.68% | +13.62% | +10.56% | +91.80% | 85.7% | 53.0% |
| 3-Year Rolling | +0.46% | +13.58% | +13.38% | +30.29% | 100.0% | 51.2% |
| 5-Year Rolling | +3.42% | +13.47% | +14.21% | +21.93% | 100.0% | 40.7% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-07 | 2009-03-09 | -49.5% | 14 months | 13 months |
| 2020-02-19 | 2020-03-23 | -25.8% | 1 months | 6 months |
| 2015-08-07 | 2016-02-25 | -17.4% | 7 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments | 65% - 80% Debt and Money Market Instruments - 20% - 35% InvITs - 0% to 10% Gold ETFs, Silver ETFs, and such other securities/instruments as may be permitted by SEBI from time to time - 0% - 15% Exchange Traded Commodity Derivatives (ETCDs) - 0% - 10% |
Investment Objective & Strategy
To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However, there can be no assurance that the investment objective of the scheme will be realized
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 11,572 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as stretched relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| UTI Aggressive Hybrid Fund | 5.7 | +11.02% | 1.89% | 69.3% | Rs 6,818 cr | Compare → |
| DSP Aggressive Hybrid Fund | 5.1 | +10.77% | 1.83% | 68.5% | Rs 12,068 cr | Compare → |
| 360 ONE Balanced Hybrid Fund | 4.9 | +9.78% | 2.19% | 35.1% | Rs 671 cr | Compare → |
| Mahindra Manulife Aggressive Hybrid Fund | 5.7 | +10.67% | 2.17% | 69.3% | Rs 3,057 cr | Compare → |
| Mirae Asset Aggressive Hybrid Fund | 5.7 | +11.56% | 1.91% | 65.9% | Rs 9,838 cr | Compare → |
Frequently Asked Questions about CANARA ROBECO AGGRESSIVE HYBRID FUND
What is the expense ratio of CANARA ROBECO AGGRESSIVE HYBRID FUND?
CANARA ROBECO AGGRESSIVE HYBRID FUND has a total expense ratio (TER) of 1.79% with a base expense ratio of 1.48%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages CANARA ROBECO AGGRESSIVE HYBRID FUND?
CANARA ROBECO AGGRESSIVE HYBRID FUND is managed by Ennette Fernandes (tenure: 5.1 years since 2021-10-01).
What are the historical returns of CANARA ROBECO AGGRESSIVE HYBRID FUND?
CANARA ROBECO AGGRESSIVE HYBRID FUND delivered a 3-year CAGR of 11.25% and a 5-year CAGR of 8.76%. Its 1-year return stands at +3.28%.
How large is CANARA ROBECO AGGRESSIVE HYBRID FUND?
CANARA ROBECO AGGRESSIVE HYBRID FUND manages assets of Rs 11,572 cr, placing it in the 'stretched' size band relative to Aggressive Hybrid peers.
How is CANARA ROBECO AGGRESSIVE HYBRID FUND scored on MFIQ?
CANARA ROBECO AGGRESSIVE HYBRID FUND holds an MFIQ Score of 5.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is CANARA ROBECO AGGRESSIVE HYBRID FUND?
CANARA ROBECO AGGRESSIVE HYBRID FUND has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 10.78% with a maximum historical drawdown of -49.51%.