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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹1,272 Cr

Lock In Period

N/A

Expense Ratio

2.16

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Exit Load

1% - If redeemed/switched out above 12% of allotted units within 365 days from the date of allotment.Nil - If redeemed/switched out upto 12% of allotted units within 365 days from the date of allotment.Nil - If redeemed/switched out after 365 days from the date of allotment.

Summary

Latest details for Canara Robeco Balanced Advantage Fund Growth include a ₹10.0400 NAV as of Mar 06,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Canara Robeco Balanced Advantage Fund Growth AUM is ₹1,272 Cr, with a lock-in of N/A years, expense ratio of 2.16%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - 1% - If redeemed/switched out above 12% of allotted units within 365 days from the date of allotment.Nil - If redeemed/switched out upto 12% of allotted units within 365 days from the date of allotment.Nil - If redeemed/switched out after 365 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -2.22% returns, against a category average of -0.63% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.22-0.63126.76
6M-0.882.06126.76
1Y7.325.96126.76
3Y0.0014.22126.76

Portfolio Analysis

  • Equity: 71.15%
  • Debt: 28.85%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Ltd7.57%
2. ICICI Bank Ltd4.16%
3. Axis Bank Ltd2.50%

1. Reliance Industries Ltd5.19%
2. Bharat Petroleum Corporation Ltd0.49%

1. Infosys Ltd2.72%
2. Tech Mahindra Ltd1.06%
3. Tata Consultancy Services Ltd0.86%
4. Sonata Software Ltd0.38%

1. State Bank of India3.05%
2. Indian Bank1.03%

1. Larsen & Toubro Ltd3.20%

1. Bharti Airtel Ltd3.04%

1. Mahindra & Mahindra Ltd1.85%
2. Maruti Suzuki India Ltd0.92%

1. Bajaj Finance Ltd1.24%
2. Shriram Finance Ltd1.10%

1. Power Finance Corporation Ltd2.08%

1. Bharat Electronics Ltd1.07%
2. Hindustan Aeronautics Ltd0.73%

1. Eternal Ltd1.55%

1. Divi's Laboratories Ltd0.98%
2. Sun Pharmaceutical Industries Ltd0.56%

1. KEI Industries Ltd0.89%
2. Motherson Sumi Wiring India Ltd0.64%

1. Angel One Ltd0.90%
2. Cholamandalam Financial Holdings Ltd0.59%

1. SBI Life Insurance Co Ltd1.46%

1. Coal India Ltd1.45%

1. Tata Power Co Ltd1.03%
2. NTPC Ltd0.40%

1. Ultratech Cement Ltd0.70%
2. J.K. Cement Ltd0.60%

1. ITC Ltd1.13%

1. Britannia Industries Ltd0.69%
2. Mrs Bectors Food Specialities Ltd0.41%

1. Varun Beverages Ltd1.06%

About Fund

Canara Robeco Balanced Advantage Fund Growth managed by Canara Robeco Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,272 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.16. Under the expert guidance of Pranav Gokhale ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundQuant Dynamic Asset Allocation Fund Growth0958.82 CR2.24
This FundSundaram Multi Asset Allocation Fund Growth03264.25 CR1.81
This FundWhiteOak Capital Equity Savings Fund Growth0224.9 CR2.08
This FundThe Wealth Company Balanced Advantage Fund Growth00 CR
This FundCanara Robeco Balanced Advantage Fund Growth01271.58 CR2.16
Fund Name1Y3Y
This FundQuant Dynamic Asset Allocation Fund Growth9.19570
This FundSundaram Multi Asset Allocation Fund Growth21.24870
This FundWhiteOak Capital Equity Savings Fund Growth00
This FundThe Wealth Company Balanced Advantage Fund Growth00
This FundCanara Robeco Balanced Advantage Fund Growth7.32480

FAQs

Canara Robeco Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Canara Robeco Balanced Advantage Fund Growth is 2.16. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Canara Robeco Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : -2.22%
  • 6 Months : -0.88%
  • 1 Year : 7.32%
  • 3 Years : 0.00%
Returns of Canara Robeco Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 10.0400 as on Mar 06,2026. Since inception, the return has been 0.00%.

You can invest in Canara Robeco Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Canara Robeco Balanced Advantage Fund Growth is ₹1,272 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Canara Robeco Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500