Canara Robeco Equity Hybrid Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - MONTHLY IDCW (Payout/Reinvestment) 27/Jan/2023 83.45
-0.8600
-1.0200%
CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - MONTHLY IDCW (Payout/Reinvestment) 27/Jan/2023 102.74
-1.0600
-1.0212%
CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION 27/Jan/2023 243.93
-2.5200
-1.0225%
CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION 27/Jan/2023 268.33
-2.7500
-1.0145%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Canara Robeco Equity Hybrid Fund Analysis

Bmsmoney Aggressive Hybrid Fund Category Rank: 5

Canara Robeco Equity Hybrid Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-2.58
-2.29
No
No
No
19/27 -4.55 / 0.29
1M Rolling Return %
-0.36
-0.10
No
No
Yes
21/27 -1.11 / 0.66
3M Return %
-2.76
-2.16
No
No
No
18/27 -4.85 / 0.39
3M Rolling Return %
0.18
0.64
No
No
No
16/26 -1.72 / 3.11
6M Return %
3.21
4.32
No
No
No
19/27 -0.21 / 9.19
6M Rolling Return %
0.01
0.82
No
No
No
18/26 -2.98 / 5.94
1Y Return %
0.23
1.98
No
No
No
18/26 -4.97 / 8.89
1Y Rolling Return %
19.49
19.74
No
No
No
11/25 11.15 / 39.40
3Y Return %
12.41
12.15
Yes
No
No
9/25 5.80 / 26.94
3Y Rolling Return %
15.28
13.88
Yes
Yes
No
4/20 6.68 / 27.13
5Y Return %
10.06
8.22
Yes
Yes
No
3/20 3.91 / 16.66
Standard Deviation
14.87
17.37
Yes
Yes
No
2/25 14.76 / 22.69
Semi Deviation
11.48
13.59
Yes
Yes
No
2/25 11.36 / 19.32
Max Drawdown
-16.27
-21.80
Yes
Yes
No
1/25 -34.70 / -16.27
VaR 1 Y
-9.98
-13.44
Yes
Yes
No
1/25 -18.65 / -9.98
Average Drawdown
-5.59
-7.37
Yes
Yes
No
3/25 -11.59 / -5.27
Sharpe Ratio
0.44
0.37
Yes
No
No
9/25 0.02 / 1.21
Sterling Ratio
0.51
0.43
Yes
Yes
No
5/25 0.20 / 0.95
Sortino Ratio
0.20
0.18
Yes
No
No
8/25 0.04 / 0.54
Jensen Alpha
-0.36
-2.03
Yes
No
No
6/20 -11.59 / 14.26
Treynor Ratio
0.07
0.06
Yes
No
No
8/20 0.00 / 0.20
Modigliani Square measure
13.45
11.75
Yes
No
No
7/20 6.08 / 24.44
Active Return
-0.02
-0.02
Yes
No
No
7/20 -0.08 / 0.17
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Jan. 27, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Canara Robeco Equity Hybrid Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Canara Robeco Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Equity Hybrid Fund

5 The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section. 0.23% 12.41% -16.27% -9.98% 0.44 0.20 0.49

Edelweiss Aggressive Hybrid Fund

2 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 5.14% 13.55% -21.18% -11.64% 0.45 0.21 0.50

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

1 The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 13 KPIs that are in top quartile. The fund has 62% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section. 1.71% 14.71% -19.33% -11.96% 0.53 0.24 0.48

Quant Absolute Fund

4 The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section. 8.73% 26.94% -21.56% -14.66% 1.21 0.54 0.48

Tata Hybrid Equity Fund

3 The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section. 4.53% 12.32% -21.61% -14.93% 0.41 0.20 0.48

Canara Robeco Equity Hybrid Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-2.48
-2.19
No
No
No
19/27 -4.42 / 0.33
1M Rolling Return %
-0.26
-0.00
No
No
Yes
21/27 -0.99 / 0.71
3M Return %
-2.48
-1.87
No
No
No
18/27 -4.56 / 0.53
3M Rolling Return %
0.47
0.94
No
No
No
18/26 -1.38 / 3.25
6M Return %
3.83
4.97
No
No
No
19/27 0.39 / 9.50
6M Rolling Return %
0.64
1.43
No
No
No
18/26 -2.20 / 6.23
1Y Return %
1.46
3.22
No
No
No
18/26 -3.79 / 10.58
1Y Rolling Return %
20.87
21.15
No
No
No
11/25 12.52 / 40.25
3Y Return %
13.76
13.49
Yes
No
No
9/25 7.04 / 28.14
3Y Rolling Return %
16.65
15.10
Yes
Yes
No
5/20 7.52 / 28.21
5Y Return %
11.41
9.41
Yes
Yes
No
3/20 4.82 / 17.77
Standard Deviation
14.87
17.37
Yes
Yes
No
2/25 14.76 / 22.69
Semi Deviation
11.48
13.59
Yes
Yes
No
2/25 11.36 / 19.32
Max Drawdown
-16.27
-21.80
Yes
Yes
No
1/25 -34.70 / -16.27
VaR 1 Y
-9.98
-13.44
Yes
Yes
No
1/25 -18.65 / -9.98
Average Drawdown
-5.59
-7.37
Yes
Yes
No
3/25 -11.59 / -5.27
Sharpe Ratio
0.44
0.37
Yes
No
No
9/25 0.02 / 1.21
Sterling Ratio
0.51
0.43
Yes
Yes
No
5/25 0.20 / 0.95
Sortino Ratio
0.20
0.18
Yes
No
No
8/25 0.04 / 0.54
Jensen Alpha
-0.36
-2.03
Yes
No
No
6/20 -11.59 / 14.26
Treynor Ratio
0.07
0.06
Yes
No
No
8/20 0.00 / 0.20
Modigliani Square measure
13.45
11.75
Yes
No
No
7/20 6.08 / 24.44
Active Return
-0.02
-0.02
Yes
No
No
7/20 -0.08 / 0.17
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Jan. 27, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Canara Robeco Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % -2.58% -2.48%
1M Rolling Return % -0.36% -0.26%
3M Return % -2.76% -2.48%
3M Rolling Return % 0.18% 0.47%
6M Return % 3.21% 3.83%
6M Rolling Return % 0.01% 0.64%
1Y Return % 0.23% 1.46%
1Y Rolling Return % 19.49% 20.87%
3Y Return % 12.41% 13.76%
3Y Rolling Return % 15.28% 16.65%
Standard Deviation 14.87% 14.87%
5Y Return % 10.06% 11.41%
Semi Deviation 11.48% 11.48%
Max Drawdown -16.27% -16.27%
VaR 1 Y -9.98% -9.98%
Average Drawdown -5.59% -5.59%
Sharpe Ratio 0.44% 0.44%
Sterling Ratio 0.51% 0.51%
Sortino Ratio 0.20% 0.20%
Jensen Alpha -0.36% -0.36%
Treynor Ratio 0.07% 0.07%
Modigliani Square measure 13.45% 13.45%
Active Return -0.02% -0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Canara Robeco Equity Hybrid Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 7.81% 18.39% 13.06% 0.00%
One Year -45.62% 82.70% 14.68% 13.81%
Three Year -3.00% 41.91% 13.34% 0.50%
Five Year 2.78% 34.54% 13.47% 0.00%
Seven Year 6.61% 23.91% 12.76% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Equity & Debt Fund

0.00
1
-0.10
1
0.29
1
0.39
1
9.19
1
8.89
1
19.36
2
12.60
2

Shriram Hybrid Equity Fund

-0.53
2
-1.19
2
-1.64
6
-2.94
20
2.49
22
1.72
12
8.76
19
6.77
15

Idfc Hybrid Equity Fund

-0.73
3
-1.41
3
-1.58
5
-2.91
19
3.76
16
0.56
17
12.15
12
7.24
13

Dsp Equity & Bond Fund

-0.83
4
-1.43
4
-2.44
14
-2.71
17
2.17
23
-2.24
24
10.26
15
8.21
10

Axis Equity Hybrid Fund

-0.89
5
-1.63
6
-3.97
26
-4.85
27
-0.21
27
-4.97
26
8.37
22

Kotak Equity Hybrid Fund

-0.91
6
-1.96
16
-2.05
9
-1.69
11
4.11
14
3.46
9
14.13
7
9.89
4

Sbi Equity Hybrid Fund

-0.93
7
-1.77
10
-3.32
25
-3.42
23
2.02
24
0.83
16
10.57
14
8.97
7

Navi Equity Hybrid Fund

-0.98
8
-1.85
13
-2.18
12
-1.71
12
4.78
12
1.52
14
8.57
21

Canara Robeco Equity Hybrid Fund

-1.02
9
-1.99
18
-2.58
19
-2.76
18
3.21
19
0.23
18
12.41
9
10.06
3

Uti Hybrid Equity Fund

-1.03
10
-1.60
5
-0.89
2
-0.44
3
5.44
10
4.92
7
14.63
5
7.81
12

Jm Equity Hybrid Fund

-1.06
11
-2.49
26
-2.59
21
-0.33
2
7.44
2
5.34
4
19.15
3
8.71
8

Invesco India Equity & Bond Fund

-1.09
12
-1.82
12
-2.47
16
-3.21
21
3.02
21
-0.86
21
7.67
24

Pgim India Hybrid Equity Fund

-1.09
13
-1.65
8
-1.19
3
-0.59
5
6.22
6
-0.65
20
8.69
20
5.97
16

Nippon India Equity Hybrid Fund

-1.12
14
-1.81
11
-1.84
7
-1.27
7
6.64
5
5.15
5
7.73
23
3.91
20

Union Hybrid Equity Fund

-1.12
15
-2.06
20
-3.06
23
-3.21
22
3.17
20
0.08
19

Lic Mf Equity Hybrid Fund

-1.14
16
-1.64
7
-2.51
17
-3.55
24
1.59
25
-2.66
25
5.80
25
5.21
18

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-1.14
17
-2.23
24
-2.55
18
-2.22
16
3.68
17
1.71
13
14.71
4

Aditya Birla Sun Life Equity Hybrid 95 Fund

-1.15
18
-1.94
15
-3.11
24
-4.48
25
0.20
26
-1.08
22
9.45
18
5.47
17

Indiabulls Equity Hybrid Fund

-1.15
19
-1.88
14
-2.23
13
-1.50
9
5.77
8
2.54
11
10.09
17

Idbi Hybrid Equity Fund

-1.17
20
-2.04
19
-2.79
22
-1.97
14
3.22
18
-1.49
23
10.10
16
4.87
19

Franklin India Equity Hybrid Fund

-1.18
21
-2.22
23
-2.47
15
-2.04
15
5.63
9
2.81
10
12.17
11
8.56
9

Edelweiss Aggressive Hybrid Fund

-1.23
22
-1.71
9
-1.30
4
-0.96
6
6.79
4
5.14
6
13.55
8
9.50
5

Mirae Asset Hybrid Equity Fund

-1.28
23
-1.98
17
-2.06
10
-1.54
10
3.87
15
1.27
15
11.68
13
9.13
6

Hdfc Hybrid Equity Fund

-1.35
24
-2.35
25
-1.95
8
-0.47
4
6.86
3
5.91
3
14.48
6
6.96
14

Tata Hybrid Equity Fund

-1.36
25
-2.11
21
-2.58
20
-1.34
8
5.83
7
4.53
8
12.32
10
7.84
11

Baroda Bnp Paribas Aggressive Hybrid Fund

-1.39
26
-2.16
22
-2.15
11
-1.87
13
4.72
13

Quant Absolute Fund

-2.82
27
-4.58
27
-4.55
27
-4.66
26
5.11
11
8.73
2
26.94
1
16.66
1
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Equity & Debt Fund

0.00
1
-0.09
1
0.33
1
0.53
1
9.50
1
9.50
2
19.99
3
13.36
2

Shriram Hybrid Equity Fund

-0.52
2
-1.16
2
-1.52
6
-2.58
19
3.29
22
3.27
14
10.42
20
8.27
14

Idfc Hybrid Equity Fund

-0.72
3
-1.39
3
-1.47
5
-2.61
20
4.43
17
1.85
16
13.63
10
8.71
12

Dsp Equity & Bond Fund

-0.82
4
-1.41
4
-2.36
15
-2.47
17
2.71
23
-1.21
24
11.39
15
9.31
10

Axis Equity Hybrid Fund

-0.90
5
-1.59
6
-3.85
26
-4.56
27
0.39
27
-3.79
26
9.84
22

Kotak Equity Hybrid Fund

-0.90
6
-1.94
16
-1.93
9
-1.36
12
4.85
14
4.94
9
15.71
5
11.35
4

Sbi Equity Hybrid Fund

-0.93
7
-1.76
10
-3.27
25
-3.26
23
2.37
24
1.53
17
11.33
16
9.76
7

Navi Equity Hybrid Fund

-0.97
8
-1.81
13
-2.02
12
-1.25
10
5.79
11
3.46
13
10.59
18

Canara Robeco Equity Hybrid Fund

-1.01
9
-1.97
18
-2.48
19
-2.48
18
3.83
19
1.46
18
13.76
9
11.41
3

Uti Hybrid Equity Fund

-1.02
10
-1.59
5
-0.83
2
-0.29
4
5.78
12
5.56
7
15.41
7
8.56
13

Jm Equity Hybrid Fund

-1.06
11
-2.46
26
-2.49
20
-0.03
2
8.13
2
6.41
5
20.19
2
9.75
8

Invesco India Equity & Bond Fund

-1.08
12
-1.78
11
-2.33
14
-2.82
21
3.89
18
0.76
21
9.41
23

Pgim India Hybrid Equity Fund

-1.08
13
-1.61
7
-1.06
3
-0.19
3
7.11
5
0.97
20
10.49
19
7.64
16

Union Hybrid Equity Fund

-1.09
14
-2.09
21
-2.99
23
-2.99
22
3.69
20
1.20
19

Nippon India Equity Hybrid Fund

-1.12
15
-1.79
12
-1.78
7
-1.09
7
7.06
6
5.97
6
8.58
24
4.82
20

Lic Mf Equity Hybrid Fund

-1.13
16
-1.62
8
-2.42
18
-3.30
24
2.14
25
-1.57
25
7.04
25
6.47
17

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-1.13
17
-2.19
23
-2.38
17
-1.75
14
4.74
15
3.78
12
16.95
4

Aditya Birla Sun Life Equity Hybrid 95 Fund

-1.15
18
-1.93
15
-3.04
24
-4.30
26
0.59
26
-0.29
22
10.31
21
6.37
18

Indiabulls Equity Hybrid Fund

-1.15
19
-1.87
14
-2.16
13
-1.30
11
6.36
7
4.10
10
12.13
14

Idbi Hybrid Equity Fund

-1.17
20
-2.02
19
-2.71
22
-1.76
15
3.69
21
-0.65
23
11.03
17
6.14
19

Franklin India Equity Hybrid Fund

-1.17
21
-2.20
24
-2.38
16
-1.80
16
6.16
9
3.84
11
13.30
12
9.71
9

Edelweiss Aggressive Hybrid Fund

-1.23
22
-1.69
9
-1.16
4
-0.52
6
7.84
3
7.26
3
15.64
6
11.25
5

Mirae Asset Hybrid Equity Fund

-1.27
23
-1.96
17
-1.94
10
-1.21
9
4.61
16
2.68
15
13.30
13
10.77
6

Hdfc Hybrid Equity Fund

-1.34
24
-2.34
25
-1.89
8
-0.32
5
7.21
4
6.60
4
15.21
8
7.71
15

Tata Hybrid Equity Fund

-1.36
25
-2.09
20
-2.50
21
-1.11
8
6.35
8
5.54
8
13.44
11
9.07
11

Baroda Bnp Paribas Aggressive Hybrid Fund

-1.38
26
-2.13
22
-2.01
11
-1.49
13
5.60
13

Quant Absolute Fund

-2.81
27
-4.55
27
-4.42
27
-4.29
25
6.00
10
10.58
1
28.14
1
17.77
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.42
22
0.07
19
-1.25
24
19.43
12
11.90
15

Axis Equity Hybrid Fund

-1.11
27
-1.72
26
-1.39
25
17.60
18

Franklin India Equity Hybrid Fund

0.15
8
0.34
15
0.92
11
19.37
13
13.45
13

Shriram Hybrid Equity Fund

-0.30
19
0.18
17
0.31
14
13.12
24
10.29
19

Canara Robeco Equity Hybrid Fund

-0.36
21
0.18
16
0.01
18
19.49
11
15.28
4

Dsp Equity & Bond Fund

-0.78
26
-1.17
25
-1.00
22
17.62
16
14.70
5

Edelweiss Aggressive Hybrid Fund

0.25
5
1.90
4
2.37
5
20.41
8
14.64
6

Essel Equity Hybrid Fund

-0.02
12
0.51
14
0.65
13
16.00
20

Hdfc Hybrid Equity Fund

0.57
2
2.02
3
2.46
3
21.90
5
14.13
8

Icici Prudential Equity & Debt Fund

0.66
1
3.11
1
5.94
1
33.54
2
18.85
2

Idbi Hybrid Equity Fund

-0.73
25
-0.31
21
-0.26
21
17.61
17
11.05
16

Idfc Hybrid Equity Fund

-0.14
16
-0.06
20
0.29
15
20.03
9
13.61
11

Indiabulls Equity Hybrid Fund

-0.05
14
0.53
13
0.22
16
14.69
22

Invesco India Equity & Bond Fund

-0.27
18
-0.54
23
-0.21
20
13.42
23

Jm Equity Hybrid Fund

0.15
9
1.12
9
1.09
10
20.89
7
13.70
10

Kotak Equity Hybrid Fund

0.13
10
1.04
10
2.22
6
21.79
6
16.88
3

Mahindra Hybrid Equity Nivesh Yojana

-0.03
13
1.32
8
1.45
9
23.52
3

Nippon India Equity Hybrid Fund

0.23
6
1.70
6
1.67
7
17.19
19
6.68
20

Pgim India Hybrid Equity Fund

-0.47
23
0.15
18
-2.98
26
15.21
21
10.57
17

Quant Absolute Fund

0.51
3
2.65
2
5.15
2
39.40
1
27.13
1

Sbi Equity Hybrid Fund

-0.22
17
0.59
12
0.79
12
18.13
15
14.05
9

Tata Hybrid Equity Fund

0.19
7
1.83
5
2.45
4
19.05
14
12.58
14

Uti Hybrid Equity Fund

0.28
4
1.45
7
1.52
8
22.86
4
13.45
12

Lic Mf Equity Hybrid Fund

-0.58
24
-0.63
24
-1.17
23
11.15
25
10.37
18

Mirae Asset Hybrid Equity Fund

-0.10
15
0.70
11
0.20
17
19.97
10
14.31
7

Union Hybrid Equity Fund

-0.31
20
-0.41
22
-0.16
19

Baroda Bnp Paribas Aggressive Hybrid Fund

0.00
11
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.35
23
0.26
19
-0.85
25
20.38
13
12.79
15

Axis Equity Hybrid Fund

-0.99
27
-1.38
26
-0.75
24
19.35
15

Franklin India Equity Hybrid Fund

0.24
8
0.59
15
1.42
12
20.57
12
14.63
12

Shriram Hybrid Equity Fund

-0.16
19
0.55
16
1.07
15
14.84
24
11.98
18

Canara Robeco Equity Hybrid Fund

-0.26
21
0.47
18
0.64
18
20.87
11
16.65
5

Dsp Equity & Bond Fund

-0.69
26
-0.91
25
-0.47
22
18.80
17
15.87
7

Edelweiss Aggressive Hybrid Fund

0.41
4
2.36
3
3.36
3
22.55
7
16.68
4

Essel Equity Hybrid Fund

0.15
11
0.98
13
1.62
10
18.13
19

Hdfc Hybrid Equity Fund

0.62
3
2.18
4
2.79
6
22.68
6
14.86
9

Icici Prudential Equity & Debt Fund

0.71
1
3.25
1
6.23
1
34.20
2
19.48
2

Idbi Hybrid Equity Fund

-0.67
25
-0.08
21
0.19
21
18.61
18
12.03
17

Idfc Hybrid Equity Fund

-0.03
16
0.22
20
0.92
16
21.58
10
15.17
8

Indiabulls Equity Hybrid Fund

0.08
14
1.04
12
1.22
13
16.99
22

Invesco India Equity & Bond Fund

-0.14
17
-0.14
22
0.60
19
15.27
23

Jm Equity Hybrid Fund

0.23
10
1.32
10
1.59
11
21.85
8
14.78
11

Kotak Equity Hybrid Fund

0.23
9
1.40
9
2.94
4
23.45
5
18.44
3

Mahindra Hybrid Equity Nivesh Yojana

0.13
12
1.83
7
2.45
7
25.90
3

Nippon India Equity Hybrid Fund

0.29
6
1.89
6
2.06
8
18.09
20
7.52
20

Pgim India Hybrid Equity Fund

-0.35
22
0.55
17
-2.20
26
17.15
21
12.38
16

Quant Absolute Fund

0.65
2
3.05
2
5.80
2
40.25
1
28.21
1

Sbi Equity Hybrid Fund

-0.16
18
0.75
14
1.15
14
18.97
16
14.86
10

Tata Hybrid Equity Fund

0.27
7
2.08
5
2.93
5
20.17
14
13.72
14

Uti Hybrid Equity Fund

0.34
5
1.60
8
1.82
9
23.84
4
14.25
13

Lic Mf Equity Hybrid Fund

-0.49
24
-0.33
24
-0.57
23
12.52
25
11.63
19

Mirae Asset Hybrid Equity Fund

0.02
15
1.06
11
0.89
17
21.71
9
16.05
6

Union Hybrid Equity Fund

-0.23
20
-0.16
23
0.40
20

Baroda Bnp Paribas Aggressive Hybrid Fund

0.13
13
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

-12.60
9
-25.50
24
-7.32
14
18.25
20
14.84
24

Aditya Birla Sun Life Equity Hybrid 95 Fund

-18.65
25
-24.84
23
-9.88
24
18.31
22
14.49
21

Axis Equity Hybrid Fund

-12.83
11
-20.69
10
-9.43
22
17.14
14
13.26
13

Franklin India Equity Hybrid Fund

-13.73
16
-21.58
15
-8.51
20
16.87
11
13.22
11

Shriram Hybrid Equity Fund

-11.09
2
-18.29
3
-5.92
5
15.30
3
11.68
3

Canara Robeco Equity Hybrid Fund

-9.98
1
-16.27
1
-5.59
3
14.87
2
11.48
2

Dsp Equity & Bond Fund

-14.13
17
-20.69
11
-11.59
25
17.61
16
13.76
15

Edelweiss Aggressive Hybrid Fund

-11.64
4
-21.18
13
-6.61
11
16.67
9
13.10
10

Navi Equity Hybrid Fund

-12.52
8
-22.53
18
-7.44
15
16.86
10
13.73
14

Hdfc Hybrid Equity Fund

-11.83
5
-23.13
19
-5.27
1
18.20
19
14.13
17

Icici Prudential Equity & Debt Fund

-17.61
24
-23.48
20
-5.33
2
19.21
23
14.52
23

Idbi Hybrid Equity Fund

-12.24
7
-17.18
2
-8.19
19
14.76
1
11.36
1

Idfc Hybrid Equity Fund

-14.15
18
-23.69
21
-8.09
18
18.02
17
14.52
22

Indiabulls Equity Hybrid Fund

-12.80
10
-20.62
9
-7.63
16
16.95
13
13.23
12

Invesco India Equity & Bond Fund

-12.96
12
-21.08
12
-6.20
8
16.03
5
13.04
8

Jm Equity Hybrid Fund

-13.12
15
-20.58
8
-7.02
13
21.25
24
14.48
20

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.96
6
-19.33
4
-6.11
7
16.56
8
12.98
7

Nippon India Equity Hybrid Fund

-14.66
19
-34.70
25
-7.89
17
22.69
25
19.32
25

Pgim India Hybrid Equity Fund

-14.96
22
-22.46
17
-9.86
23
17.23
15
13.79
16

Quant Absolute Fund

-14.66
20
-21.56
14
-5.98
6
18.27
21
14.24
18

Sbi Equity Hybrid Fund

-11.17
3
-19.50
5
-6.37
9
16.04
6
12.51
5

Tata Hybrid Equity Fund

-14.93
21
-21.61
16
-5.67
4
16.88
12
13.08
9

Uti Hybrid Equity Fund

-15.67
23
-24.42
22
-8.98
21
18.19
18
14.38
19

Lic Mf Equity Hybrid Fund

-13.10
14
-19.65
6
-6.53
10
15.57
4
12.07
4

Mirae Asset Hybrid Equity Fund

-13.08
13
-20.51
7
-6.78
12
16.45
7
12.60
6

Baroda Bnp Paribas Aggressive Hybrid Fund

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

0.45
8
0.20
9
0.43
12
0.51

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.23
18
0.12
18
0.32
20
0.50
-5.40
15 1.19 3
0.95
11
0.04
14
9.14
14
-0.03
10

Axis Equity Hybrid Fund

0.19
20
0.11
19
0.33
19
0.48
-5.35
14 1.10 9
0.96
4
0.03
15
8.78
15
-0.06
16

Franklin India Equity Hybrid Fund

0.40
11
0.19
11
0.44
10
0.50
-1.21
9 1.07 14
0.95
13
0.06
9
12.14
9
-0.05
13

Shriram Hybrid Equity Fund

0.19
19
0.11
20
0.35
18
0.47

Canara Robeco Equity Hybrid Fund

0.44
9
0.20
8
0.51
5
0.49
-0.36
6 0.99 18
0.98
2
0.07
8
13.45
7
-0.02
7

Dsp Equity & Bond Fund

0.25
17
0.13
17
0.37
17
0.49
-4.57
13 1.13 6
0.95
12
0.04
13
9.57
13
-0.08
19

Edelweiss Aggressive Hybrid Fund

0.45
7
0.21
7
0.47
7
0.50
-0.64
8 1.09 11
0.96
10
0.07
7
13.01
8
-0.01
5

Navi Equity Hybrid Fund

0.17
21
0.10
22
0.30
21
0.51
-6.40
18 1.16 4
0.96
7
0.03
17
8.63
16
-0.05
15

Hdfc Hybrid Equity Fund

0.47
6
0.22
5
0.48
6
0.49

Icici Prudential Equity & Debt Fund

0.67
2
0.32
3
0.61
3
0.48
4.37
2 1.14 5
0.86
18
0.11
2
15.79
2
0.02
3

Idbi Hybrid Equity Fund

0.30
15
0.15
15
0.42
13
0.49
-2.45
11 0.98 19
0.98
1
0.05
11
11.36
10
-0.03
9

Idfc Hybrid Equity Fund

0.35
13
0.17
13
0.40
15
0.50

Indiabulls Equity Hybrid Fund

0.26
16
0.14
16
0.37
16
0.49
-3.81
12 1.09 12
0.96
5
0.04
12
10.01
12
-0.05
12

Invesco India Equity & Bond Fund

0.14
23
0.08
23
0.29
23
0.50
-5.91
16 1.07 13
0.93
15
0.02
18
8.43
17
-0.07
17

Jm Equity Hybrid Fund

0.63
3
0.34
2
0.68
2
0.52
3.52
3 1.24 2
0.75
20
0.11
3
14.61
4
0.06
2

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.53
4
0.24
4
0.54
4
0.48
0.69
4 1.09 10
0.97
3
0.08
5
14.32
5
0.00
4

Nippon India Equity Hybrid Fund

0.10
24
0.08
24
0.20
25
0.50
-11.59
20 1.49 1
0.89
17
0.02
19
6.08
20
-0.08
20

Pgim India Hybrid Equity Fund

0.17
22
0.10
21
0.30
22
0.49
-6.02
17 1.12 8
0.92
16
0.03
16
8.42
18
-0.05
14

Quant Absolute Fund

1.21
1
0.54
1
0.95
1
0.48
14.26
1 1.13 7
0.78
19
0.20
1
24.44
1
0.17
1

Sbi Equity Hybrid Fund

0.32
14
0.16
14
0.41
14
0.50
-2.35
10 1.03 16
0.96
9
0.05
10
11.22
11
-0.05
11

Tata Hybrid Equity Fund

0.41
10
0.20
10
0.44
9
0.48
-0.41
7 0.95 20
0.96
8
0.07
6
14.09
6
-0.02
8

Uti Hybrid Equity Fund

0.48
5
0.22
6
0.46
8
0.50
0.04
5 1.05 15
0.96
6
0.08
4
14.85
3
-0.01
6

Lic Mf Equity Hybrid Fund

0.02
25
0.04
25
0.24
24
0.48
-7.02
19 1.00 17
0.94
14
0.00
20
6.72
19
-0.07
18

Mirae Asset Hybrid Equity Fund

0.38
12
0.18
12
0.43
11
0.50

Baroda Bnp Paribas Aggressive Hybrid Fund

Canara Robeco Equity Hybrid Fund Additional Return Analysis

Canara Robeco Equity Hybrid Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 989.77 980.11 974.24 972.38 1032.07 1002.26 1420.26 1615.22
Direct Plan Value of 1000 Rupee 989.86 980.31 975.18 975.18 1038.31 1014.60 1472.24 1716.10
Fund Information
Fund Launch Date: 01/Dec/1992
Fund Category: Aggressive Hybrid Fund
Investment Objective: 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
Fund Description: An open-ended hybr id scheme inves t ing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet


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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.