Canara Robeco Conservative Hybrid Fund vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Canara Robeco Conservative Hybrid Fund is a Conservative Hybrid fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is an Index fund. Canara Robeco Conservative Hybrid Fund charges 0.77% a year and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund 0.79% (Direct plans). Their portfolios overlap 18.4%: they hold 28 of the same securities.
Canara Robeco Conservative Hybrid Fund
Conservative Hybrid
- Expense ratio
- 0.77%
- NAV
- ₹113.76
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
Index
- Expense ratio
- 0.79%
- NAV
- ₹9.68
Which is better, Canara Robeco Conservative Hybrid or Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Canara Robeco Conservative Hybrid costs less: 0.77% a year against 0.79% (Direct plans).
- Canara Robeco Conservative Hybrid fell less in its worst fall since 22-04-2026: −3.1% against −8.4%.
- Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index holds more in large companies: 35.8% of the fund in large caps against 15.1%.
- Canara Robeco Conservative Hybrid is the larger fund: ₹811 Cr against ₹14 Cr.
- Their portfolios overlap 18.4%: 28 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Canara Robeco Conservative Hybrid Fund | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund |
|---|---|---|
| Fund house | Canara Robeco Mutual Fund | Zerodha Mutual Fund |
| Category | Conservative Hybrid | Index |
| AUM | ₹811 Cr (30-09-2026) | ₹14 Cr (30-09-2026) |
| NAV | ₹113.76 (Direct) | ₹9.68 (Direct) |
| Expense ratio (Direct) | 0.77% | 0.79% |
| Expense ratio (Regular) | 1.89% | Not available |
| Riskometer | Moderately High | Very High |
| Benchmark | CRISIL Hybrid 85+15 - Conservative Index | Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 TRI |
| Launch date | 24-04-1988 | 20-04-2026 |
| Minimum investment | ₹5,000 | ₹100 |
| Lock in | None | None |
| Fund managers | Avnish Jain / Mr. Amit Kadam /Ms. Suman Prasad | Kedarnath Mirajkar |
| Exit load | Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year. | Nil |
Canara Robeco Conservative Hybrid vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund (Direct) | −0.68% | −1.76% | +1.54% | +0.65% | +7.42% | +6.69% | +8.33% |
| Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (Direct) | −1.25% | −5.60% | −2.41% | -- | -- | -- | -- |
| Conservative Hybrid average | −0.46% | −1.48% | +0.87% | +1.02% | +7.61% | +7.13% | +7.52% |
Category average: the average of the 18 Conservative Hybrid funds, same plan type.
Canara Robeco Conservative Hybrid vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Year-wise Returns
| Year | Canara Robeco Conservative HybridCanara Robeco Conservative Hybrid | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 IndexZerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| 2026to date | +0.93% | -- |
| 2025 | +5.60% | -- |
| 2024 | +11.46% | -- |
| 2023 | +10.98% | -- |
| 2022 | +3.89% | -- |
| 2021 | +11.41% | -- |
Canara Robeco Conservative Hybrid vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Rolling Returns
Every holding period of both funds
Canara Robeco Conservative Hybrid vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Canara Robeco Conservative Hybrid Fund (Direct) | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.10% | −6.50% |
| Standard deviation | 4.17% | 9.24% |
| Sharpe ratio | 0.73 | -1.28 |
| Sortino ratio | 1.01 | -1.65 |
| Maximum drawdown | −10.2% (23-03-2020) | −8.4% (23-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Canara Robeco Conservative Hybrid Fund (Direct)
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund (Direct) | −3.1% | 10-08-2026 | 23-10-2026 | Not yet | -- | −2.5% |
| Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (Direct) | −8.4% | 10-08-2026 | 23-10-2026 | Not yet | -- | −6.9% |
From daily values since 22-04-2026, the first day every fund has.
Canara Robeco Conservative Hybrid vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Canara Robeco Conservative Hybrid Fund, September 2026; Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund, September 2026
Holdings in common
- Overlap
- 18.4%
- Held by both
- 28
- Only in Canara Robeco Conservative Hybrid
- 51
- Only in Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
- 223
| Security | % of Canara Robeco Conservative Hybrid | % of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| 6.94% GOI 2036 (11-MAY-2036) | 6.79% | 29.83% |
| ICICI Bank Ltd | 2.21% | 2.55% |
| HDFC Bank Ltd | 1.66% | 2.93% |
| Bharti Airtel Ltd | 0.86% | 1.44% |
| Larsen & Toubro Ltd | 0.80% | 1.18% |
| Bajaj Finance Ltd | 0.98% | 0.71% |
| Eternal Ltd | 0.82% | 0.63% |
| Kotak Mahindra Bank Ltd | 0.57% | 0.83% |
| Ge Vernova T&D India Ltd | 0.40% | 0.44% |
| Shriram Finance Ltd | 0.52% | 0.37% |
| Ultratech Cement Ltd | 0.55% | 0.34% |
| Reliance Industries Ltd | 0.34% | 2.14% |
| Interglobe Aviation Ltd | 0.83% | 0.29% |
| Eicher Motors Ltd | 0.31% | 0.26% |
| Tech Mahindra Ltd | 0.55% | 0.25% |
| Info Edge (India) Ltd | 0.24% | 0.40% |
| Torrent Pharmaceuticals Ltd | 1.07% | 0.19% |
| Cholamandalam Investment and Finance Co Ltd | 0.76% | 0.19% |
| Max Healthcare Institute Ltd | 0.65% | 0.18% |
| Bharat Electronics Ltd | 0.17% | 0.37% |
| Britannia Industries Ltd | 0.71% | 0.15% |
| Varun Beverages Ltd | 0.70% | 0.15% |
| Jubilant Foodworks Ltd | 0.20% | 0.15% |
| Vishal Mega Mart Ltd | 0.14% | 0.24% |
| Global Health Ltd | 0.49% | 0.10% |
| Coromandel International Ltd | 0.10% | 0.18% |
| Ltm Ltd | 0.17% | 0.09% |
| Tata Capital Ltd | 0.53% | 0.05% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 18.4% means 18.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Canara Robeco Conservative Hybrid Fund
| Security | % of fund |
|---|---|
| GOI FRB 2034 (30-OCT-2034) | 4.44% |
| 7.02% Bajaj Housing Finance Ltd (26/05/2028) | 3.64% |
| 9.00% HDFC Bank Ltd (29/11/2028) | 3.15% |
| 7.79% Small Industries Development Bank Of India (14/05/2027) | 3.09% |
| 8.0409% TATA CAP HSG FIN LTD 19-MAR-27 | 3.09% |
Largest holdings only in Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
| Security | % of fund |
|---|---|
| State Bank of India | 1.07% |
| Infosys Limited | 0.95% |
| Axis Bank Limited | 0.95% |
| Multi Commodity Exchange of India Limited | 0.72% |
| Mahindra & Mahindra Limited | 0.71% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Canara Robeco Conservative Hybrid | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| Equity | 24.3% | 68.7% |
| Debt | 71.2% | 29.8% |
| Cash and others | 4.5% | 1.4% |
Market cap of stocks
| Market cap | Canara Robeco Conservative Hybrid | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| Large Cap | 15.1% | 35.8% |
| Mid Cap | 1.5% | 32.1% |
| Small Cap | 7.6% | 0.9% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Canara Robeco Conservative Hybrid | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| Banks | 4.8% | 11.8% |
| Pharmaceuticals & Biotechnology | 1.1% | 4.6% |
| Finance | 3.5% | 4.5% |
| IT - Software | 0.7% | 3.8% |
| Retailing | 1.5% | 3.0% |
| Automobiles | 0.3% | 2.8% |
| Healthcare Services | 2.1% | 1.1% |
| Food Products | 1.4% | 0.4% |
| Transport Services | 1.4% | 0.4% |
The six largest sectors of each fund's stocks, % of the fund.
Canara Robeco Conservative Hybrid vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Canara Robeco Conservative Hybrid Fund | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.77% | 0.79% |
| Base expense ratio (Direct) | 0.59% | 0.30% |
| Total expense ratio (Regular) | 1.89% | Not available |
| Base expense ratio (Regular) | 1.54% | 0.00% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Canara Robeco Conservative Hybrid with
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- Canara Robeco Conservative Hybrid vs Nippon India Conservative Hybrid
- Canara Robeco Conservative Hybrid vs Aditya Birla Sun Life Conservative Hybrid
Canara Robeco Conservative Hybrid Fund vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund: Frequently Asked Questions
What is the difference between Canara Robeco Conservative Hybrid Fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
Canara Robeco Conservative Hybrid Fund is a Conservative Hybrid fund, Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is an Index fund, run by Canara Robeco Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 18.4%. Canara Robeco Conservative Hybrid Fund charges 0.77% a year and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund 0.79%.
Which has the lower expense ratio, Canara Robeco Conservative Hybrid Fund or Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
Canara Robeco Conservative Hybrid Fund charges less: 0.77% a year against 0.79%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Canara Robeco Conservative Hybrid Fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund overlap?
18.4%. They hold 28 of the same securities, the largest shared ones being 6.94% GOI 2036 (11-MAY-2036), ICICIBANK, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Canara Robeco Conservative Hybrid Fund or Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
On SEBI's riskometer, Canara Robeco Conservative Hybrid Fund is rated Moderately High and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Very High. Over their common history, the standard deviation of daily returns was 4.17% and 9.24% a year.
Can I invest in both Canara Robeco Conservative Hybrid Fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
Yes. 18.4% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Canara Robeco Conservative Hybrid Fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
Canara Robeco Conservative Hybrid Fund: Avnish Jain / Mr. Amit Kadam /Ms. Suman Prasad. Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund: Kedarnath Mirajkar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.