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Canara Robeco Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
02 Aug 2024
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 29 Jan 2025
₹9.75
+1.2461% (0.20)
AUM
₹1,483 Cr
Expense ratio
0.6%
Benchmark
CRISIL Hybrid 50+50 - Moderate
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 365D
1%
If units sold after 365D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Technology
Energy
Fund House
Canara Robeco
Inc: 24 Apr 1988 • Total AUM: ₹1,07,716 Cr • Rank #16Canara Robeco Mutual Fund, started in 1987, has Canara Bank as its sponsor. The fund house is headed by Rajnish Narula as the CEO. As of 31 March 2024, it has an AUM of ₹93,085 Cr. It functions under the holding company Robeco with a customer base of 38.89 lakhs+.
Fund Managers
Shridatta Bhandwaldar
Experience: 8.56 yrs • Total AUM: 5,99,062 Cr
Suman Prasad
Experience: 13.80 yrs • Total AUM: 15,477 Cr
Amit Kadam
Experience: 3.32 yrs • Total AUM: 33,746 Cr
Ennette Fernandes
Experience: 3.32 yrs • Total AUM: 85,644 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Tata Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
11.98%
Expense ratio
0.42%
Returns vs category
Risk vs category
Edelweiss Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
11.77%
Expense ratio
0.52%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.