Canara Rob Aggressive Hybrid Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?

Canara Rob Aggressive Hybrid Fund Direct Growth Plan has a NAV of ₹422.48 as of 03 Sep 2026 and manages ₹11,370 Cr. Its 1-year, 3-year and 5-year returns are 4.04%, 11.59% and 9.7% respectively, and the fund sits in the High Risk category. Our view is that this is a better fit for investors who can tolerate sharp swings and want an aggressive hybrid allocation with a sizeable equity-heavy portfolio, rather than for those looking for smooth near-term outcomes.

The scheme’s longer record is more constructive than its recent one-year stretch, but the benchmark has been uneven too, which makes the relative picture important. The portfolio is led by financials and other cyclical exposures, so the fund can move differently from a plain equity index and may reward a patient horizon.

Quick facts

Particular	Details
NAV	₹422.48 as of 03 Sep 2026
AUM	₹11,370 Cr
Expense Ratio	0.58%
Launch Date	01 Jan 2013
Min SIP	₹1,000
Risk Category	High Risk
Benchmark	Nifty 50
Fund Category	Hybrid
Exit Load	Nil upto 10% of units on or before 1Y, 1% for more than 10% of units on or before 1Y, Nil after 1Y
Fund Managers	Ennettee Fernandes, Shridatta Bhandwaldar, Avnish Jain, Suman Prasad

The fund is managed by Ennettee Fernandes, Shridatta Bhandwaldar, Avnish Jain and Suman Prasad.

Source data date: as of 03 Sep 2026

Performance

Period	Fund return	Benchmark return
1M	-1.29%	-3.01%
3M	4.43%	1.95%
1Y	4.04%	-4.4%
3Y	11.59%	5.74%
5Y	9.7%	6.27%

Recent performance has been mixed, but not weak across the board. The fund was down over 1 month, yet that decline was milder than the benchmark’s fall, which suggests some cushion in a choppy phase. Over 3 months, it turned positive while the benchmark also improved, and the fund’s gain was stronger than the index over that period.

The 1-year figure is more important for the current read-through: the fund stayed in positive territory while the benchmark was negative. That tells us the scheme held up better through the latest 12-month cycle. In our view, that is a meaningful sign for investors who care about relative resilience rather than just upside in rising markets.

The longer horizon is also stronger. The 3-year and 5-year returns both stay ahead of the benchmark, which points to a better compounding record than the index over full market cycles. The path has still been uneven, so this is not a straight-line performer, but the multi-year trend is more supportive than the latest one-year patch alone would suggest.

That combination matters for an aggressive hybrid fund. It does not need to win every short window, but it should show the ability to compound reasonably well while absorbing market swings. Here, the recent and long-term pictures are consistent enough to keep the scheme in the conversation for patient investors.

Source data date: as of 03 Sep 2026

Should you BUY or HOLD Canara Rob Aggressive Hybrid?

A fund's past returns alone don't tell you whether you should buy it today or continue holding it.

The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.

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Peer comparison

Fund	1Y return	3Y return	5Y return
Canara Rob Aggressive Hybrid Fund Direct Growth Plan	4.04%	11.59%	9.7%
HSBC Multi Asset Active FOF Direct Growth Plan	16.39%	15.84%	12.47%
Bank of India Aggressive Hybrid Fund Direct Growth Plan	15.68%	18.01%	15.26%
Quant Aggressive Hybrid Fund Direct Growth Plan	12.37%	13.89%	13.28%
Navi Aggressive Hybrid Fund Direct Growth Plan	11.3%	12.83%	11.82%
HSBC Aggressive Hybrid Active FOF Direct Growth Plan	9.73%	13.11%	11.16%

This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.

On the latest 1-year measure, the fund trails the stronger peer figures by a wide margin, so its recent run is clearly softer than the most robust names in this set. The 3-year and 5-year numbers also sit below every peer shown here, which tells us the scheme’s longer-term compounding has been steadier than the benchmark but still lighter than the peer group returns available for comparison.

That makes the comparison split in an important way. Relative to the benchmark, the fund looks better over 1 year, 3 years and 5 years. Relative to these peers, the same periods show a more modest record, especially on the longer stretches. So the return story is not one of broad category leadership, but of acceptable benchmark-beating compounding with room to improve versus peer alternatives.

Source data date: as of 03 Sep 2026

Portfolio: where your money goes

Holding	Sector	Weight
ICICI Bank Ltd	Bank	4.95%
HDFC Bank Ltd	Bank	4.63%
TREPS	Cash & Cash Equivalents and Net Assets	3.22%
Bharti Airtel Ltd	Telecom	2.85%
Axis Bank Ltd	Bank	2.72%
State Bank of India	Bank	2.67%
Reliance Industries Ltd	Crude Oil	2.47%
Infosys Ltd	IT	2.39%
Power Finance Corporation Ltd	Finance	2.3%
Samvardhana Motherson International Ltd	Automobile & Ancillaries	2.25%

The top 10 holdings account for approximately 30.45% of the portfolio.

To see all holdings, visit the Canara Rob Aggressive Hybrid Fund Direct Growth Plan page

The largest holding is ICICI Bank Ltd at 4.95%, and the next few positions remain fairly close to that level. By the tenth holding, the weight has eased to 2.25%, so the drop from the largest position is noticeable but not extreme.

In our view, this profile suggests a portfolio that is not dominated by a single stock, yet still has enough meaningful positions to influence short-term outcomes. Banks appear repeatedly among the biggest holdings, which may make the scheme more sensitive to financial-sector moves than a more evenly spread allocation.

At 30.45% across the top 10 holdings, the disclosed core is sizable but still leaves room for a longer tail across 65 reported holdings. That combination may reduce reliance on any one name while keeping the portfolio’s active bets visible in the largest positions.

Source data date: as of 03 Sep 2026

Who should invest

This fund is best suited to investors who can handle High Risk swings and are comfortable with a hybrid scheme that can move unevenly over shorter periods. The 1-year result is modest, but the 3-year and 5-year records are stronger and sit ahead of the benchmark, which points to a patient holding period rather than a quick-turn outcome.

The main trade-off is straightforward: you may accept short-term volatility and some uneven months in exchange for a better multi-year compounding profile than the index. The portfolio also leans heavily on banks and other large operating businesses, so the return path may still depend on equity-market conditions even within a hybrid wrapper.

Tax and exit load

Holding period	Tax rate	Description
Units held less than 1 year	20%	Short-term capital gains tax
Units held more than 1 year	12.5%	Long-term capital gains tax

Exit load: Nil up to 10% of units on or before 1 year, 1% for more than 10% of units on or before 1 year, and nil after 1 year.

Source data date: as of 03 Sep 2026

Frequently asked questions

What is the current NAV of Canara Rob Aggressive Hybrid Fund Direct Growth Plan?

The current NAV is ₹422.48 as of 03 Sep 2026.

What are the fund’s 1-year, 3-year and 5-year returns?

The fund’s returns are 4.04% over 1 year, 11.59% over 3 years and 9.7% over 5 years.

How does it compare with the benchmark?

It has outpaced the benchmark over 1 year, 3 years and 5 years. The benchmark returns are -4.4%, 5.74% and 6.27% for those same periods.

How does it compare with the peer funds listed here?

Its 1-year, 3-year and 5-year returns are lower than the peer funds shown here, while still staying ahead of the benchmark across the same periods.

What is the minimum SIP amount?

The minimum SIP amount is ₹1,000.

Who manages the fund and what is the exit load?

The fund is managed by Ennettee Fernandes, Shridatta Bhandwaldar, Avnish Jain and Suman Prasad. The exit load is nil up to 10% of units on or before 1 year, 1% for more than 10% of units on or before 1 year, and nil after 1 year.

Bottom line

Canara Rob Aggressive Hybrid Fund Direct Growth Plan has a mixed near-term record but a better 3-year and 5-year shape, and both longer windows stay ahead of the benchmark. Against the peer funds shown here, however, its returns are more restrained across the same horizons. The risk label is High Risk, and the portfolio’s biggest positions are concentrated in banks, which can make market swings more visible. For investors who want patient, multi-year participation rather than short-term stability, that combination may still be relevant.

Published on 4 September 2026 at 2:06 PM IST

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RIA disclosure

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.