Canara HSBC OBC Equity

Debt Fund
Last Updated: 03 Oct 2025
AUM: ₹666 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹53.53
0.36%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
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17.21% Annual returns
Canara HSBC OBC Equity
Performance Graph
As on 03 Oct 2025 
| Data Source - Value research

Returns (as on 03 Oct 2025)

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About Canara HSBC OBC Equity

Canara HSBC OBC Equity is a Debt Fund launched on 16-06-2008, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹666 Cr, with a Net Asset Value (NAV) of ₹53.53 (as of 03 Oct 2025).

Over time, Canara HSBC OBC Equity has shown stable growth with 14.3 % CAGR over 3 years, 17.21 % CAGR over 5 years. For longer horizons, it has delivered 12.1 % CAGR over 7 years, 11.23 % CAGR over 10 years, Return Since Inception (RSI) of 10.18%, highlighting its consistent performance track record.

Highlights of Canara HSBC OBC Equity

  • The fund maintains a strong allocation with Equity holding: 99%, ideal for long-term growth.
  • Major sector exposure includes Others holding: 52.4%, Financial holding: 21.2%, Energy holding: 6.9%, offering Conservative diversification.
  • It offers solid long-term growth with 12.1% returns over 7 years and 11.23% returns over 10 years.
  • Since its launch on 16-06-2008, Canara HSBC OBC Equity has achieved a Return Since Inception (RSI) of 10.18%.
  • Managed by Canara HSBC Life, Canara HSBC OBC Equity is designed for investors seeking Conservative returns with moderate risk exposure.

More Funds from Canara HSBC Life

Fund name AUM sort icon 1Y sort icon
Canara HSBC Life
India Multi-Cap Equity Fund
₹5,044 Cr 6.17% Get Details
Canara HSBC Life
Balanced Plus Fund
₹1,826 Cr 0.91% Get Details
Canara HSBC OBC Discontinued Policy Fund ₹975 Cr 6.28% Get Details
Canara HSBC Life
Liquid Fund
₹586 Cr 6.69% Get Details
Canara HSBC Life
Growth Plus Fund
₹503 Cr 0.95% Get Details
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Asset Allocation
Equity holding
Debt holding
Cash holding

Top 10 Debt Fund

Fund name
Returns
YTD% 3Y 5Y 10Y
Aviva Pension PSU Fund 7.64% 33.71% 37.19% 15.87% Get Details
Aviva PSU 7.7% 33.05% 36.77% 15.56% Get Details
Reliance Pension Energy Fund 2 0.01% 26% 30.65% 17.53% Get Details
Reliance Life Energy Fund 2 0.05% 25.68% 30.62% 17.45% Get Details
Reliance Life Energy Fund 1 26.06% 30.58% 17.37% Get Details
Aviva Infrastructure 5.64% 21% 27.02% 14.68% Get Details
Reliance Life Midcap Fund 2 22.06% 26.18% 16.55% Get Details
Reliance Life Midcap Fund 1 21.2% 25.2% 16.03% Get Details
Reliance Pension Midcap Fund 2 21.07% 24.95% 15.85% Get Details
Tata AIA Life Infrastructure 4.66% 21.47% 24.61% 14.85% Get Details
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Sector Allocation
Others
52.4%
Financial
21.2%
Energy
6.9%
Communication
4.4%
Technology
4%
Construction
3.8%
Consumer Staples
3.7%
Automobile
2.6%
View more

AUM (Assets under management)
Equity:
₹659 Cr
Debt:
₹7 Cr
Fund Manager(s)
Anurag Jain

Oversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹77,577 Cr - Get Details
ICICI Prudential Life Maximiser Fund V ₹50,034 Cr - Get Details
SBI Life Midcap Fund ₹42,299 Cr - Get Details
HDFC Life Opportunities Fund ₹35,798 Cr - Get Details
SBI Life Bond Pension II ₹28,996 Cr 5.81% Get Details
SBI Life Balanced Fund ₹22,132 Cr 1.97% Get Details
SBI Life Bond Fund ₹18,821 Cr 6.52% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,446 Cr - Get Details
Kotak Mahindra OM Life Classic Opportunities Fund ₹13,281 Cr - Get Details
Axis Max Life Growth Super Fund ₹12,728 Cr - Get Details
See more plans
Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 0.78% 14.51% 16.85% 11.76% Get Details
ICICI Prudential Life Maximiser Fund V 6.76% 15.56% 18.91% 11.7% Get Details
SBI Life Midcap Fund 22.42% 25.04% Get Details
HDFC Life Opportunities Fund 18.16% 21.08% 14.3% Get Details
SBI Life Bond Pension II 5.02% 7.5% 5.48% 6.61% Get Details
SBI Life Balanced Fund 5.03% 10.83% 11.24% 9.9% Get Details
SBI Life Bond Fund 5.73% 7.72% 5.71% 6.94% Get Details
ICICI Prudential Life Multi Cap Growth Fund 3.97% 16.71% 18.83% 11.61% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund 1.47% 16.65% 18.86% 13.25% Get Details
Axis Max Life Growth Super Fund 1.52% 14.92% 17.04% 12.83% Get Details
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Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

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Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 16.43% 34.5% Get Details
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Latest ULIP Funds

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ICICI Prudential Life Pension India Consumption Fund 10.26 Cr 01-08-2025 20.5% 20.53 % Get Details

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Frequently Asked Questions
Canara HSBC OBC Equity
Canara HSBC OBC Equity is a Debt Fund launched on 16-06-2008. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 03 Oct 2025, the Net Asset Value (NAV) of Canara HSBC OBC Equity is ₹53.53.
Canara HSBC OBC Equity is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Canara HSBC OBC Equity is not Shariah-compliant.
Canara HSBC OBC Equity has been in the market since 16-06-2008, providing a long and reliable performance history.

Over the past year, Canara HSBC OBC Equity has delivered a return of approximately 0% CAGR, making it a competitive performer.
The fund mainly invests in sectors like Others holding: 52.4%, Financial holding: 21.2%, Energy holding: 6.9%, which together form a major part of its portfolio allocation.
The fund primarily allocates 99% to Equity holding, making it Conservative in nature, depending on the fund's investment style.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜Top plans are based on annualized premium, for bookings made through https://www.policybazaar.com in FY 25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

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