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CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION is a hybrid scheme managed by Canara Robeco Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 7.62%, with the bottom and top quartiles at 7.33% and 8.25% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.81% on assets of ₹864Cr. The fund is currently managed by Mr. Avnish Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 82% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Bajaj Housing Finance Ltd. | Financial Services | 3.43% |
| Power Finance Corporation Ltd. | Financial Services | 2.89% |
| LIC Housing Finance Ltd. | Financial Services | 2.87% |
| Indian Oil Corporation Ltd. | Energy | 2.30% |
| Grasim Industries Ltd. | Basic Materials | 1.74% |
| Bajaj Finance Limited | Financial Services | 1.29% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 1.06% |
| Varun Beverages Ltd | Consumer Defensive | 0.80% |
| Mrs Bectors Food Specialities Limited | Consumer Defensive | 0.61% |
| Computer Age Management Services Limited | Technology | 0.57% |
| Aditya Birla Real Estate Limited | Real Estate | 0.41% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 4 | 4.99% |
| Finance | 1 | 2.38% |
| Healthcare Services | 4 | 2.12% |
| Retailing | 6 | 1.66% |
| Food Products | 1 | 1.41% |
| Beverages | 1 | 1.30% |
| IT - Software | 3 | 1.24% |
| Pharmaceuticals & Biotechnology | 1 | 1.16% |
| Chemicals & Petrochemicals | 2 | 0.90% |
| Leisure Services | 2 | 0.88% |
| Telecom - Services | 1 | 0.87% |
| Construction | 1 | 0.80% |
| Transport Services | 1 | 0.67% |
| Capital Markets | 1 | 0.57% |
| Cement & Cement Products | 1 | 0.55% |
| Auto Components | 1 | 0.45% |
| Paper, Forest & Jute Products | 1 | 0.41% |
| Petroleum Products | 1 | 0.38% |
| Consumer Durables | 2 | 0.36% |
| Minerals & Mining | 1 | 0.34% |
| Realty | 1 | 0.21% |
| Power | 1 | 0.17% |
| Aerospace & Defense | 1 | 0.17% |
| Gas | 1 | 0.15% |
| Industrial Manufacturing | 1 | 0.15% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
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| Positive % |
|---|
| 1Y | -0.62% | 4.01% | 7.80% | 11.04% | 18.20% | 98.9% |
| 3Y | 6.44% | 7.33% | 7.62% | 8.25% | 9.89% | 100.0% |
| 5Y | 6.00% | 6.88% | 7.73% | 8.61% | 9.73% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 17.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
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| Star |
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