Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

Canara Robeco Aggressive Hybrid Fund (Regular)

Canara Robeco Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 19.3 years old · AMFI code 106166

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

A
Track-record rating: 8 of 28 in Aggressive Hybrid

A (top 30%), score 64.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.4%3.8%-0.4%13 / 28
1 year2.5%1.1%+1.4%8 / 28
3 years (a year)10.8%9.0%+1.8%7 / 28
5 years (a year)8.4%7.5%+0.9%9 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y11.0%
Max fall, 5Y-14.6%
Up capture, 3Y120
Down capture, 3Y121
Information ratio, 3Y0.48
Jensen's alpha, 3Y+1.5%
Beta, 3Y1.16
Sharpe, 3Y0.39

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Canara Robeco Aggressive Hybrid Fund (Regular plan)?

₹375.35 on 6 Nov 2026 (Growth option).

What is the expense ratio of Canara Robeco Aggressive Hybrid Fund (Regular)?

1.79% a year; the Direct plan's is 0.68%.

What return has Canara Robeco Aggressive Hybrid Fund given over 3 years?

10.8% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.0% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Canara Robeco Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Canara Robeco Aggressive Hybrid Fund rated?

A: 8 of 28 Regular plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Canara Robeco Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.