• Mutual Funds
  • Canara Robeco Mutual Fund
  • Canara Robeco Balanced Advantage Fund (G)
Canara Robeco Mutual Funds

Canara Robeco Balanced Advantage Fund (G)

OthersDynamic Asset Allocation or Balanced Advantage

10.11

NAV (Oct 30)

1.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.11

NAV (Oct 30)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
1.2%
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks to generate long-term capital appreciation with income generation by dynamically investing in equity and equity related instruments and debt and money market instruments.

Expense Ratio
2.05%
Launched <1Y
2024-08-02
AUM in Crores
1487.4
ISIN
INF760K01LA6
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 50+50 Moderate Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Amit Kadam

Fund Manager

Ennette Fernandes

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Suman Prasad

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Balanced Advantage Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Stock Holdings

See all holdings

Allocation by Sector

Financial

14.42%
14.416822%

Technology

5.87%
5.874678%

Energy

4.91%
4.907051%

Services

4.36%
4.358949%

Consumer Staples

4.1%
4.096871%
See all sectors

Comparison with Others Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,200 cr

₹ 2,123 cr

₹ 26,417 cr

₹ 4,523 cr

₹ 10,307 cr

amc-img

About the AMC

Canara Robeco Mutual Fund

Canara Robeco Asset Management Company was set up in 1987 with a joint venture between Canbank Mutual Fund and Robeco Groep N.V. The Compnay offers wide rage of products in debt, equity, hybrid funds.amc-img
phone-img022-22621371/ 66585000 / 665850010
Fund NameScripbox Opinion
Till Date CAGR

17.8%

17.2%

12.4%

12.9%

21.6%

27.4%

28.9%

15.7%

13.1%

13.6%

Canara Robeco Balanced Advantage Fund (G) Review

Canara Robeco Balanced Advantage Fund (G) is a Dynamic Asset Allocation or Balanced Advantage Others fund and has delivered an annualised return of 1.2%. The fund is managed by Canara Robeco Mutual Fund. The fund managers are Amit Kadam, Ennette Fernandes, Shridatta Bhandwaldar, Suman Prasad.

Nav of Canara Robeco Balanced Advantage Fund (G) as of 10/30/2024 is ₹10.11 with the total AUM as of 10/31/2024 is ₹1487.37. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Balanced Advantage Fund (G) was launched on 2024-08-02. The category risk of the fund is Very High.

The minimum SIP amount for Canara Robeco Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Canara Robeco Balanced Advantage Fund (G)?

It is a Dynamic Asset Allocation or Balanced Advantage Others scheme predominantly investing across Others instruments with an investment objective to generate wealth over the long term.

How to invest in Canara Robeco Balanced Advantage Fund (G)?

You can invest in Canara Robeco Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Canara Robeco Balanced Advantage Fund (G)?

The minimum sip amount for Canara Robeco Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the Canara Robeco Balanced Advantage Fund (G)?

The expense ratio of the Canara Robeco Balanced Advantage Fund (G) is 2.05% for regular plan.

What is the NAV of Canara Robeco Balanced Advantage Fund (G)?

Today's Canara Robeco Balanced Advantage Fund (G) NAV is ₹10.11.