NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.32
-1.47%
NAV as on 16 Jan 25, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
NAV as on 16 Jan 25, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
8.72%p.a.
Last 1Y
6.98%p.a.
Last 3Y
8.50%p.a.
Last 5Y
9.28%p.a.
Since Inception
About Canara Robeco Conservative Hybrid Fund Monthly Payout of Income Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Canara Robeco Conservative Hybrid Fund Monthly Payout of Income Dist cum Cap Wdrl 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 Apr 1988, Canara Robeco Conservative Hybrid Fund Monthly Payout of Income Dist cum Cap Wdrl is Conservative Allocation fund of its category with 964.47 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- Canara Robeco Conservative Hybrid Fund Monthly Payout of Income Dist cum Cap Wdrl delivered 8.7% annual returns during the last year. It has delivered 9.3% average annual returns since the fund was launched.
- Canara Robeco Conservative Hybrid Fund Monthly Payout of Income Dist cum Cap Wdrl 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
7.3% Govt Stock 2053
10.80%
7.34% Govt Stock 2064
4.56%
7.1% Govt Stock 2034
4.24%
National Bank For Agriculture And Rural Development
4.16%
7.32% Govt Stock 2030
2.93%
HDFC Bank Limited
2.71%
Reliance Industries Limited
2.71%
Indian Railway Finance Corporation Limited
2.69%
LIC Housing Finance Limited
2.63%
Small Industries Development Bank Of India
2.61%
Fund Managers
- Avnish Jain (Oct 2013 - Present)
- Amit Kadam (Apr 2024 - Present)
Key Information
View Scheme Document
Canara Robeco Conservative Hybrid Fund Monthly Payout of Income Dist cum Cap Wdrl SIP Calculator
If invested
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 Monthly Payout of Income Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Canara Robeco Conservative Hybrid Fund Monthly Payout of Income Dist cum Cap Wdrl?
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 Monthly Payout of Income Dist cum Cap Wdrl
- 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
Similar Funds
Funds
3Y Return
HDFC Hybrid Debt Fund Growth
moderately high risk | debt
10.2%
HDFC Hybrid Debt Fund Monthly Payout of Income Distribution cum Capital Wdrl Opt
moderately high risk | debt
10.0%
HDFC Hybrid Debt Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt
moderately high risk | debt
9.4%
Frequently Asked Questions
Explore Other Canara Funds
Funds
3Y Return
Canara Robeco Emerging Equities Growth
very high risk | equity
16.1%
Canara Robeco Emerging Equities Payout of Income Dist cum Cap Wdrl
very high risk | equity
14.2%
Canara Robeco Emerging Equities Reinvestment of Income Dist cum Cap Wdrl
very high risk | equity
14.2%
Copyright | 2021 @ SBNRI | All Rights Reserved