Canara Robeco Equity Hybrid Mutual Fund has been a very popular and well performing aggressive hybrid mutual fund that has been outperforming its benchmark index and peers for the past several years. We discuss some key details of the fund’s fundamental parameters, equity and debt portfolio allocation details, risk vs return profile, and trailing return performance of the fund versus benchmark index to assess whether it is a fund worth considering for your long-term mutual fund investment portfolio. If you have the need for investing in an aggressive hybrid fund for your needs or preferences, the fund we discuss in this video can be a good option to start your investments.
Aggressive hybrid funds take a majority allocation to equity (stocks) and vary some part of their overall allocation by investing in debt instruments (bonds). Aggressive hybrid funds may be a good investment vehicle for some investors, particularly ones who are just starting their investment journey. But they might not be as great an investment vehicle for most other investors. We have discussed this topic in another video linked below:
Aggressive Hybrid Funds - Do You Need Them? 😯 Should You Invest in Aggressive Hybrid Funds?: • Aggressive Hybrid Funds - Do You Need...
One thing to keep in mind while investing through hybrid funds is that because such funds have a constant debt & equity asset allocation, you have to keep an eye on your own overall portfolio’s debt-equity asset allocation yourself, and keep adjusting accordingly at regular intervals depending on the time horizon of your specific financial goals. We have discussed this aspect as well in the video linked above.
Understanding the process of looking at the different aspects of a mutual fund, not just its recent performance, can help fine-tune your thought process for long-term investment and wealth compounding. This is what we hope to achieve through this discussion.
Why do you need to invest? निवेश क्यूं करें? 👍 Why is investing essential for long-term wealth creation?: • Investing at Young Age! 🔥 How to Star...
Which asset classes should you invest in? 👍 निवेश कहाँ करें? 95% of India's wealth is stuck here! Assets for long term investing - Comparison between Equity, Real estate, Gold and Debt 😯 Long-term wealth creation: • Best Performing Asset Class 🔥 Why Equ...
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In this video, we discuss some key aspects of one of the popular aggressive hybrid mutual funds, Canara Robeco Equity Hybrid Fund, to understand how this fund fares versus its benchmark index and category average. Aggressive hybrid mutual funds have some portfolio allocation in both equity and debt instruments, and are often used as an investment vehicle by beginner investors. Understanding the process of assessing a fund by looking at its different aspects can also help streamline the thought process while choosing the right mutual fund for your specific goals and needs, and help you achieve your long-term financial goals through prudent financial planning. Some of the different points discussed in this video are:
00:00 Intro
00:41 Overview of Canara Robeco Equity Hybrid Fund
02:23 Portfolio and Sector Allocation Details
04:46 Risk vs Return Profile of Canara Robeco Equity Hybrid Mutual Fund
06:26 Trailing Return Performance of Canara Robeco Equity Hybrid Fund
07:22 Conclusion and Outlook
Link to SIP calculator: https://sipcalculator.in/
Sources: MoneyControl, Economic Times, Value Research Online, Morning Star, Tijorifinance, Screener, Tickertape, Zerodha, Upstox
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