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)
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.24% | -3.06% | -1.63% | -2.31% | -3.3% | -0.01% | 8.95% | 9.61% | 7.06% | 10.86% | 11.17% |
| Category returns | -2.76% | -3.39% | -1.17% | -2.16% | -3.47% | -0.49% | 8.89% | 10.15% | 7.53% | 10.4% | N/A |
| Absolute returns | -2.24% | -3.06% | -1.63% | -2.31% | -3.3% | -0.02% | 29.36% | 44.39% | 40.68% | 180.38% | 3454.1% |
| Rank within category | 8/30 | 9/30 | 14/29 | 11/29 | 12/29 | 13/29 | 13/29 | 19/29 | 16/29 | 9/21 | N/A |
| Aggressive Hybrid Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 3.6% | 25.19% | 1.27% | 11.67% | 19.68% | 22.76% | 1.35% | 19.91% | 15.36% | 6.55% | -3.64% |
| Q1 returns | -5.51% | 10.4% | -2.92% | 5.5% | -14.75% | 4.77% | -1.51% | -2.59% | 3.45% | -3.07% | -9.76% |
| Q2 returns | 6.66% | 4.43% | 2.24% | 1.94% | 12.73% | 7.54% | -7.71% | 9.44% | 8.58% | 8.84% | 8.89% |
| Q3 returns | 8.18% | 2.78% | 0.54% | -0.88% | 7.52% | 8.84% | 8.19% | 3.14% | 7.81% | -1.92% | -2.24% |
| Q4 returns | -4.98% | 5.64% | 1.49% | 4.76% | 15.84% | 0.11% | 3.07% | 9.06% | -4.73% | 2.97% | 0.3% |
Nil upto 10% of units on or before 1Y, 1% for more than 10% of units on or before 1Y, Nil after 1Y
| Alpha | 0.0572279 |
| Beta | 1.1243 |
| Sharpe Ratio | 0.0896415 |
| Sortino Ratio | 0.165429 |
| R-Squared | 0.9643 |
| Tracking Error | 0.637 |
| Downside Risk | 15.4303 |
| Std. Deviation (Annualised) | 10.4157 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Aggressive Hybrid Fund - Regular Plan - Growth | -3.72% | -0.1% | 5.14% | 11.19% | 9.99% | 14.08% | 11.8% | 14.47% | 14.95% | 2,195.61 | 2.25 | 0.19 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | -2.25% | -2.03% | 1.6% | 1.74% | 0.67% | 12.1% | 8.65% | N/A | 10.69% | 2,663.00 | 2.25 | 0.17 | Very High |
| ICICI Prudential Aggressive Hybrid Fund - Growth | -2.78% | -4.67% | -3.63% | -4.02% | -4.44% | 11.28% | 11.73% | 13.8% | 14.54% | 50,706.10 | 1.61 | 0.17 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth | -3.27% | -0.86% | 3.4% | 4.14% | -0.31% | 11.16% | 8.47% | 10.18% | 11.81% | 5,651.50 | 1.96 | 0.14 | Very High |
| Quant Aggressive Hybrid Fund - Growth | -4.07% | -6.93% | 1.26% | 4.75% | 1.23% | 10.88% | 9.54% | 14.43% | 15.94% | 2,107.64 | 2.73 | 0.12 | Very High |
| SBI Aggressive Hybrid Fund - Regular Plan - IDCW | -1.92% | -3.38% | -0.9% | -0.14% | -1.79% | 10.53% | 7.76% | 10.93% | 14.53% | 86,162.80 | 1.40 | 0.14 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | -2.47% | -2.72% | -0.85% | -1.52% | -3.16% | 10.37% | 10.06% | 11.47% | 11.28% | 3,874.96 | 2.08 | 0.13 | Very High |
| Kotak Aggressive Hybrid Fund - Regular Plan - IDCW | -3.59% | -4% | -1.15% | 0.22% | -2.61% | 10.33% | 9.07% | 11.19% | 12.63% | 9,040.28 | 1.89 | 0.13 | Very High |
| Navi Aggressive Hybrid Fund - Regular Plan - Growth | -1.58% | 0.55% | 5.56% | 6.11% | 5.56% | 10.21% | 8.45% | N/A | 9.7% | 115.21 | 2.60 | 0.12 | Very High |
| Canara Robeco Aggressive Hybrid Fund - Regular Plan - Growth Current | -2.24% | -3.06% | -1.63% | -2.31% | -3.3% | 8.95% | 7.06% | 10.86% | 11.17% | 10,831.20 | 1.80 | 0.09 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 4.78% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.60% |
| TREPS | Cash & Cash Equivalents and Net Assets | 3.42% | |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.85% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.67% |
| State Bank Of India | Banks | Domestic Equities | 2.61% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 2.36% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.15% |
| Infosys Ltd. | IT - Software | Domestic Equities | 2.11% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 2.03% |
| Power Finance Corporation Ltd. | Finance | Domestic Equities | 1.85% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.77% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.57% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.54% |
| GOI FRB 2034 (30-OCT-2034) | Government Securities | 1.23% | |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.19% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 1.17% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.16% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.14% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.12% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 1.10% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 1.08% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 1.04% |
| Oberoi Realty Ltd. | Realty | Domestic Equities | 1.04% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.04% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 1.02% |
| Cholamandalam Financial Holdings Ltd. | Finance | Domestic Equities | 1.02% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.99% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.97% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 0.96% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 0.95% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.95% |
| NTPC Ltd. | Power | Domestic Equities | 0.94% |
| Prudent Corporate Advisory Services Ltd. | Capital Markets | Domestic Equities | 0.93% |
| 7.79% Small Industries Development Bank Of India (14/05/2027) | Corporate Debt | 0.92% | |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.91% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.91% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.91% |
| BSE Ltd. | Capital Markets | Domestic Equities | 0.88% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.87% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.85% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.84% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.82% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.82% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.82% |
| Indian Bank | Banks | Domestic Equities | 0.81% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.81% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.81% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.80% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 0.79% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.73% |
| GOI FRB 2033 (22-SEP-2033) | Government Securities | 0.72% | |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.71% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.70% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.68% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 0.68% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.67% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.64% |
| PVR Inox Ltd. | Entertainment | Domestic Equities | 0.62% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.60% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.59% |
| 6.94% GOI 2036 (11-MAY-2036) | Government Securities | 0.57% | |
| Motherson Sumi Wiring India Ltd. | Auto Components | Domestic Equities | 0.56% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.53% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.52% |
| Vinati Organics Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.52% |
| Astral Ltd. | Industrial Products | Domestic Equities | 0.51% |
| 6.28% GOI 2032 (14-JUL-2032) | Government Securities | 0.49% | |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.49% |
| 8.26% GUJARAT SDL 14-MAR-28 | Government Securities | 0.47% | |
| 7.71% REC Ltd (26/02/2027) ** | Corporate Debt | 0.46% | |
| 7.80% National Bank For Agriculture & Rural Development (15/03/2027) | Corporate Debt | 0.46% | |
| 8.10% Bajaj Finance Ltd (08/01/2027) ** | Corporate Debt | 0.46% | |
| 7.59% REC Ltd (31/05/2027) | Corporate Debt | 0.46% | |
| 7.74% LIC Housing Finance Ltd (11/02/2028) ** | Corporate Debt | 0.46% | |
| 7.87% LIC Housing Finance Ltd (14/05/2029) ** | Corporate Debt | 0.46% | |
| 7.65% HDB Financial Services Ltd (10/09/2027) ** | Corporate Debt | 0.46% | |
| 7.2337% BAJAJ FINANCE LTD 28-JUN-27 ** | Corporate Debt | 0.46% | |
| 7.70% Bajaj Finance Ltd (20/09/2029) | Corporate Debt | 0.45% | |
| Trent Ltd. | Retailing | Domestic Equities | 0.45% |
| HDFC Bank Ltd (05/03/2027) # | Certificate of Deposit | 0.45% | |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.44% |
| 7.95% LIC Housing Finance Ltd (29/01/2028) ** | Corporate Debt | 0.37% | |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.37% |
| 7.64% National Bank For Agriculture & Rural Development (06/12/2029) ** | Corporate Debt | 0.37% | |
| Wework India Management Ltd. | Commercial Services & Supplies | Domestic Equities | 0.36% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.35% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.34% | |
| Jyothy Labs Ltd. | Household Products | Domestic Equities | 0.32% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.31% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.30% |
| 6.68% LIC Housing Finance Ltd (04/06/2028) ** | Corporate Debt | 0.27% | |
| KEC International Ltd. | Construction | Domestic Equities | 0.25% |
| Sonata Software Ltd. | IT - Software | Domestic Equities | 0.25% |
| 7.54% ANDHRA PRADESH SDL 11-JAN-29 | Government Securities | 0.23% | |
| 7.69% LIC Housing Finance Ltd (11/12/2026) ** | Corporate Debt | 0.23% | |
| 7.70% National Bank For Agriculture & Rural Development (30/09/2027) | Corporate Debt | 0.23% | |
| 7.23% Indian Railway Finance Corporation Ltd (15/10/2026) ** | Corporate Debt | 0.23% | |
| 8.12% Bajaj Finance Ltd (10/09/2027) ** | Corporate Debt | 0.23% | |
| 7.835% LIC HOUSING FINANCE LTD 11-MAY-27 ** | Corporate Debt | 0.23% | |
| 8.08% Kotak Mahindra Prime Ltd (21/10/2027) ** | Corporate Debt | 0.23% | |
| 7.56% REC Ltd (31/08/2027) ** | Corporate Debt | 0.23% | |
| 7.75% LIC Housing Finance Ltd (23/11/2027) ** | Corporate Debt | 0.23% | |
| 7.7951% BAJAJ FINANCE LTD 10-DEC-27 | Corporate Debt | 0.23% | |
| 6.14% Indian Oil Corporation Ltd (18/02/2027) ** | Corporate Debt | 0.23% | |
| 7.42% Power Finance Corporation Ltd (15/04/2028) ** | Corporate Debt | 0.23% | |
| 7.75% LIC Housing Finance Ltd (23/08/2029) ** | Corporate Debt | 0.23% | |
| 7.57% LIC Housing Finance Ltd (18/10/2029) ** | Corporate Debt | 0.23% | |
| Axis Bank Ltd (26/11/2026) ** # | Certificate of Deposit | 0.23% | |
| 7.34% Small Industries Development Bank Of India (26/02/2029) ** | Corporate Debt | 0.23% | |
| Axis Bank Ltd (07/12/2026) # | Certificate of Deposit | 0.23% | |
| 7.3763% BAJAJ FINANCE LTD 26-JUN-28 | Corporate Debt | 0.23% | |
| 7.18% Sundaram Finance Ltd (16/05/2028) ** | Corporate Debt | 0.23% | |
| 7.75% HDFC Bank Ltd (13/06/2033) ** | Corporate Debt | 0.23% | |
| 7.39% Small Industries Development Bank Of India (21/03/2030) ** | Corporate Debt | 0.23% | |
| 7.68% LIC Housing Finance Ltd (29/05/2034) ** | Corporate Debt | 0.23% | |
| National Bank For Agriculture & Rural Development (03/02/2027) ** # | Certificate of Deposit | 0.23% | |
| 7.61% LIC Housing Finance Ltd (29/08/2034) ** | Corporate Debt | 0.22% | |
| National Bank For Agriculture & Rural Development (18/03/2027) # | Certificate of Deposit | 0.22% | |
| 7.11% TAMIL NADU SDL 31-JUL-29 | Government Securities | 0.18% | |
| 6.40% NHPC Ltd (12/08/2027) ** | Corporate Debt | 0.18% | |
| 7.49% RAJASTHAN SDL 28-AUG-35 | Government Securities | 0.18% | |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.15% |
| 8.34% UTTAR PRADESH SDL 06-FEB-29 | Government Securities | 0.14% | |
| 8.2250%KOTAK MAHINDRA PRIME LTD21-APR-27 ** | Corporate Debt | 0.14% | |
| 7.18% MAHARASHTRA SDL 28-JUN-29 | Government Securities | 0.14% | |
| 7.24% GOI 2055 (18-AUG-2055) | Government Securities | 0.13% | |
| 7.16% TAMIL NADU SDL 19-NOV-35 | Government Securities | 0.10% | |
| 7.75% Small Industries Development Bank Of India (10/06/2027) ** | Corporate Debt | 0.09% | |
| 6.53% GOI 2031 (07-SEP-2031) | Government Securities | 0.09% | |
| 7.17% RAJASTHAN SDL 27-FEB-35 | Government Securities | 0.09% | |
| 364 DTB (02-SEP-2027) | Treasury Bills | 0.09% | |
| 6.90% GOI 2065 (15-APR-2065) | Government Securities | 0.08% | |
| 8.15% INDIA GOVERNMENT 24-NOV-26 | Government Securities | 0.05% | |
| 7.71% GOI 2066 (18-MAY-2066) | Government Securities | 0.05% | |
| 6.68% GOI 2033 (27-JAN-2033) | Government Securities | 0.05% | |
| 8.45% Indian Railway Finance Corporation Ltd (04/12/2028) ** | Corporate Debt | 0.02% | |
| 8.22% National Bank For Agriculture & Rural Development (13/12/2028) ** | Corporate Debt | 0.01% | |
| Total | 100.00% | ||
Ms. Suman Prasad Joined the Fund House in 1996 and is in charge of Fund Management (Debt) since 2002.
Shridatta Laxmanrao Bhandwaldar is the Head - Equities of in Canara Robeco AMc. He has been associated with this Company since July 5, 2016. He holds a bachelor’s degree in engineering from Dr. Babasaheb Ambedkar Marathwada University and master’s degree in management studies from University of Mumbai. His role in the Company is to oversee team of portfolio managers and analysts who manage equity assets, develop and execute investment strategies. Prior to joining our Company, he was associated with SBI Pension Funds Pvt. Lt.d, Heritage India Advisory Pvt Ltd, Motilal Oswal Securities Ltd, MF Global Sify Securities India Pvt Ltd, Technology Network (India) Pvt Ltd and Centurion Bank Ltd.
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