NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Canara Robeco Conservative Hybrid Fund Growth for NRI [196.75]

Min Investment

5,000

Fund Size

964.43 Cr

Expense Ratio

1.8%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

196.75

0.01%

NAV as on 16 Nov 24, 12:00 AM

moderately high risk

conservative allocation

hybrid (c)

NAV as on 16 Nov 24, 12:00 AM

moderately high risk

conservative allocation

hybrid (c)

12.38%p.a.

Last 1Y

6.95%p.a.

Last 3Y

9.19%p.a.

Last 5Y

10.40%p.a.

Since Inception

About Canara Robeco Conservative Hybrid Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Canara Robeco Conservative Hybrid Fund Growth scheme from Canara Robeco Asset Management Co. Ltd.. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Mar 1996, Canara Robeco Conservative Hybrid Fund Growth is Conservative Allocation fund of its category with 964.43 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.

  • Canara Robeco Conservative Hybrid Fund Growth delivered 12.4% annual returns during the last year. It has delivered 10.4% average annual returns since the fund was launched.
  • Canara Robeco Conservative Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (c)

Fund Objective

To generate income by investing in a wide range of Debt Securities and Money Market instruments of various maturities and small portion in equities and Equity Related Instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

Top 10 Holdings

7.30 Goi 19062053

9.71%

7.10%Goi 08/04/2034

5.80%

National Bank For Agriculture And Rural Development

4.16%

07.32 Goi 2030

3.19%

Reliance Industries Limited

2.71%

HDFC Bank Limited

2.71%

Indian Railway Finance Corporation Limited

2.70%

7.17% Govt Stock 2030

2.64%

LIC Housing Finance Limited

2.62%

Small Industries Development Bank Of India

2.61%

Fund Managers

  1. Avnish Jain (Oct 2013 - Present)
  2. Amit Kadam (Apr 2024 - Present)

Key Information

View Scheme Document

Canara Robeco Conservative Hybrid Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Canara Robeco Conservative Hybrid Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Canara Robeco Conservative Hybrid Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Canara Robeco Conservative Hybrid Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions