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

INVEST VIA NRE/NRO

Canara Robeco Equity Hybrid Fund Growth for NRI [352.40]

Min Investment

5,000

Fund Size

10,677.1 Cr

Expense Ratio

1.7%

Exit Load

1%

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

352.40

0.42%

NAV as on 02 Dec 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

NAV as on 02 Dec 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

22.92%p.a.

Last 1Y

13.00%p.a.

Last 3Y

16.17%p.a.

Last 5Y

11.83%p.a.

Since Inception

About Canara Robeco Equity Hybrid Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Canara Robeco Equity Hybrid Fund Growth scheme from Canara Robeco Asset Management Co. Ltd.. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Feb 1993, Canara Robeco Equity Hybrid Fund Growth is Aggressive Allocation fund of its category with 10,677.1 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Canara Robeco Equity Hybrid Fund Growth delivered 22.9% annual returns during the last year. It has delivered 11.8% average annual returns since the fund was launched.
  • Canara Robeco Equity Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (nc)

Fund Objective

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). However, there can be no assurance that the investment objective of the scheme will be realized.

Top 10 Holdings

ICICI Bank Ltd

4.79%

HDFC Bank Ltd

4.74%

Infosys Ltd

3.39%

Power Finance Corp Ltd

2.47%

7.32% Govt Stock 2030

2.35%

State Bank of India

2.30%

Reliance Industries Ltd

2.20%

Bharti Airtel Ltd

2.03%

7.3% Govt Stock 2053

2.03%

NTPC Ltd

1.94%

Fund Managers

  1. Avnish Jain (Oct 2013 - Present)
  2. Shridatta Bhandwaldar (Jul 2016 - Present)
  3. Ennette Fernandes (Oct 2021 - Present)

Key Information

View Scheme Document

Canara Robeco Equity 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 Equity 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 Equity 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 Equity 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