MonitorDirect · Growth
Canara Robeco Conservative Hybrid Fund
Canara Robeco Mutual FundHybrid Schemes - Conservative Hybrid Fund13.7 years
- NAV
- 115.1094
- 16 Sept 2026
- 1Y
- +2.4%
- Trailing CAGR
- AUM
- ₹852.49 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.4%
- 3Y+7.5%
- 5Y+6.9%
- 10Y+8.6%
- SI+9.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.6%
- 3Y+5.7%
- 5Y+7.1%
- 10Y+8.5%
- Since inception
- +9.3%
- Calendar-day CAGR
- Excess 1Y
- -0.9%
- Category median, same plan and option
- 3Y win rate
- +36%
- Windows beating the median
- 3Y percentile
- 22
- Vs comparable share classes
- Worst rolling 3Y
- +5.0%
- 2589 daily-ending windows
- Median rolling 3Y
- +9.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2106 daily-ending windows
- SIP 3Y XIRR
- +5.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 269 recovered episodes
- Longest recovery
- 120 days
- Trough to prior peak
- Current spell
- 37 days
- Days below latest peak
- Time below peak
- +75%
- NAV observations
20 Feb 2020 – 23 Jun 2020
Trough 23 Mar 2020 · recovered in 92 days
-10.2%
23 Oct 2015 – 10 May 2016
Trough 25 Feb 2016 · recovered in 75 days
-6.0%
17 Jan 2022 – 1 Aug 2022
Trough 13 May 2022 · recovered in 80 days
-3.9%
29 Oct 2025 – 15 Jun 2026
Trough 30 Mar 2026 · recovered in 77 days
-3.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
22
Vs category
45
Consistency
33
Risk-adjusted
73
Drawdown
75
Mean
50
Portfolio
31 Aug 2026 · 80 holdings · top 10 are 37.3%.
- Top 5
- 22.6%
- Top 10
- 37.3%
- Largest holding
- 6.7%
- Effective holdings
- 39.3
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
6.7%
Repo
Unspecified
5.2%
4.45% Government of India (30/10/2034)
Entities
4.2%
BAJAJ HOUSING FINANCE LIMITED 7.02 NCD 26MY28 FVRS1LAC
Financial
3.5%
HDFC BANK LIMITED SR U005 9 NCD 29NV28 FVRS10LAC
Financial
3.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 16 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Conservative Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +2.7%
- 3Y
- +8.5%
- Vol
- 4.2%
- Max DD
- -8.8%
- Sharpe
- 1.17
- 3Y win
- +89%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +4.7%
- 3Y
- +8.3%
- Vol
- 3.6%
- Max DD
- -4.5%
- Sharpe
- 0.85
- 3Y win
- +2%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
Kotak Conservative Hybrid Fund
Kotak Mahindra Mutual Fund
- 1Y
- +3.6%
- 3Y
- +8.6%
- Vol
- 4.8%
- Max DD
- -11.8%
- Sharpe
- 1.05
- 3Y win
- +96%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Conservative Hybrid Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.0%
- 3Y
- +8.7%
- Vol
- 5.0%
- Max DD
- -14.2%
- Sharpe
- 0.99
- 3Y win
- +58%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HSBC Conservative Hybrid Fund
HSBC Mutual Fund
- 1Y
- +2.2%
- 3Y
- +8.7%
- Vol
- 4.9%
- Max DD
- -10.4%
- Sharpe
- 0.72
- 3Y win
- +38%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER