Canara Robeco Equity Hybrid Fund turns Rs 10,000 SIP to Rs 6.20 crore in 33 years

Synopsis The scheme’s objective is 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). Canara Robeco Equity Hybrid Fund, which completed 33 years on Feb. 1, 2026, has delivered strong long-term returns for investors. A systematic investment plan (SIP) of Rs 10,000 per month since inception would have grown to about Rs 6.20 crore, translating into an XIRR of 13.61%. Meanwhile, a lump-sum investment of Rs 10,000 made at inception would have increased to Rs 3.68 lakh as of Dec. 31, 2025, compared with Rs 5.07 lakh for the additional benchmark over the same period. Also Read | Quant MF cuts gold, silver exposure near peak levels in multi-asset fund Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » The scheme’s objective is 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). The benchmark of the Scheme is CRISIL Hybrid 35+65 -Aggressive Index (Total Return Index). The scheme is managed by Ennette Fernandes (Equities), Shridatta Bhandwaldar (Equities) Suman Prasad (Fixed Income) and Avnish Jain (Fixed Income). Live Events The Assets Under Management (AUM) of the Canara Robeco Equity Hybrid was Rs 11,393.38 Crores as of December 31, 2025. The last 1-year, 3 years and 5 years Compounded Annual Growth Rate (CAGR) of Regular Plan - Option of the said scheme were 6.55%, 13.78% and 12.89% respectively as compared to 8.62%, 13.18% and 12.72% of the Benchmark (CRISIL Hybrid 35+65 -Aggressive Index (Total Return Index)) and 10.38%, 13.27% and 13.64% of the additional benchmark (BSE SENSEX TRI), respectively considering the returns as on December 31, 2025. Since its inception (February 01, 1993), the scheme has delivered a CAGR of 11.58% to investors as against 12.66% of the additional benchmark (BSE SENSEX TRI). The scheme allocates 65% to 80% of its total assets towards equity and equity-related instruments and 20% to 35% towards debt and money market instruments. The scheme may also invest in Invits, which range from 0% to 10%. “We are grateful to our investors for the confidence they have shown in us. Our focus has consistently been on maintaining a balanced investment framework supported by robust research, prudent risk management, and a long-term perspective. As a fund house, we remain committed toward supporting investors in navigating market cycles and creating sustainable investment outcomes over time,” said Rajnish Narula, Managing Director and Chief Executive Officer, Canara Robeco Asset Management Company. “Canara Robeco Equity Hybrid Fund is designed to provide a balanced investment solution by combining equity exposure with allocation to debt and money market instruments. With a blend of growth-oriented equity investments and a strength of debt component, the fund focuses on fundamentally strong companies while managing portfolio risk across market cycles.,” said Shridatta Bhandwaldar, CIO – Equities at Canara Robeco Asset Management Company. Also Read | Quant MF stays largecap-focused, raises select mid and smallcap exposure in equity and hybrid schemes “He further added that this disciplined portfolio construction is aimed at delivering stable, risk-adjusted outcomes for investors over the long term,” he further added. “Canara Robeco Equity Hybrid Fund has completed more than 3 decades of wealth creation. Our focus has always been on building investment solutions that balance growth with resilience,” said Gaurav Goyal, Head – Sales and Marketing, Canara Robeco Asset Management Company. “The equity hybrid strategy is designed for investors seeking participation in equity markets while benefiting from the strength of debt allocation. Guided by our robust investment process and prudent risk management, the fund aims to deliver smoother experiences across market cycles and support long-term financial goals.” “As on December 2025, at industry level, the Aggressive Hybrid Fund category had an AUM of Rs. 2,53,233 crores with a folio count of 61,34,634. At Industry level, the category saw an AUM growth of 60% in the last 3 years i.e. from December 2022 to December 2025.” This shows growing investor interest in the category. It is a good opportunity for investors to consider aggressive hybrid funds for their long-term financial goals and asset allocation. Asset Allocation is core to wealth creation and aggressive hybrid funds are a suitable asset allocation solution for investors,” said Goyal. (Catch all the Mutual Fund News, Breaking News, Budget 2024 Events and Latest News Updates on The Economic Times.) 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