Canara Robeco Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Canara Robeco Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

1,125 Cr

Lock In Period

N/A

Expense Ratio

2.31

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.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Canara Robeco Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.38-0.41126.76
6M0.001.75126.76
1Y0.004.30126.76
3Y0.0012.72126.76

Portfolio Analysis

  • Equity: 74.90%
  • Debt: 25.10%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd5.96%
2. ICICI Bank Ltd4.77%
3. Axis Bank Ltd2.77%
4. Kotak Mahindra Bank Ltd1.27%

1. Reliance Industries Ltd4.79%
2. Bharat Petroleum Corporation Ltd0.86%

1. Infosys Ltd1.98%
2. Tech Mahindra Ltd0.96%
3. Tata Consultancy Services Ltd0.63%
4. Billionbrains Garage Ventures Ltd0.58%
5. Sonata Software Ltd0.37%

1. Bharti Airtel Ltd3.23%

1. Larsen & Toubro Ltd3.07%

1. Bajaj Finance Ltd1.52%
2. Shriram Finance Ltd1.46%

1. State Bank of India2.24%
2. Indian Bank0.68%

1. Mahindra & Mahindra Ltd1.87%
2. Maruti Suzuki India Ltd1.00%

1. Divi's Laboratories Ltd1.21%
2. Gland Pharma Ltd0.60%
3. Abbott India Ltd0.57%

1. Eternal Ltd2.35%

1. Power Finance Corporation Ltd2.19%

1. Angel One Ltd1.03%
2. Cholamandalam Financial Holdings Ltd0.96%

1. Samvardhana Motherson International Ltd1.95%

1. Indian Hotels Co Ltd1.33%
2. Jubilant Foodworks Ltd0.49%

1. Coal India Ltd1.63%

1. KEI Industries Ltd0.92%
2. Motherson Sumi Wiring India Ltd0.67%

1. Hindustan Aeronautics Ltd0.78%
2. Bharat Electronics Ltd0.77%

1. Ultratech Cement Ltd0.70%
2. J.K. Cement Ltd0.67%

1. Varun Beverages Ltd1.29%

1. Britannia Industries Ltd0.69%
2. Mrs Bectors Food Specialities Ltd0.37%

1. Interglobe Aviation Ltd1.03%

About Fund Canara Robeco Balanced Advantage Fund Growth

Canara Robeco Balanced Advantage Fund Growth managed by Canara Robeco Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,125 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.31. 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.

Fund Managers

Pranav Gokhale

Mr. Pranav is a Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi and has also done his M.Com. from Mumbai University. He has around 8 years of experience, which includes 6 years in Indian equity markets. He has worked with IL&FS as Assistant Manager - Senior Equity Analyst (May 2006 - Oct 2008), ICICI Direct as Assistant Manager - Research (Jul 2005 - May 2006). International Ship Repair LLC Fujairah as Senior Financial Officer (Sept 2004 - Oct 2004) and Rosy Blue Securities.

Peer Comparison

Fund Name1Y3Y
This FundBajaj Finserv Balanced Advantage Fund Growth4.02450
This FundSamco Multi Asset Allocation Fund Growth0.59370
This FundWhiteOak Capital Balanced Hybrid Fund Growth3.79450
This FundCanara Robeco Balanced Advantage Fund Growth00

Canara Robeco Balanced Advantage Fund Growth 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 2.31. 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 : 1.38%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Canara Robeco Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 10.2800 as on Jul 31,2026. 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 ₹1,125 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.