Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

1,245 Cr

Lock In Period

N/A

Expense Ratio

2.17

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 9.5800 NAV as of Mar 27,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Canara Robeco Balanced Advantage Fund Growth AUM is ₹1,245 Cr, with a lock-in of N/A years, expense ratio of 2.17%, 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 -5.91% returns, against a category average of -0.91% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.91-0.91126.76
6M-5.451.06126.76
1Y-0.213.53126.76
3Y0.008.34126.76

Portfolio Analysis

  • Equity: 72.49%
  • Debt: 27.51%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Ltd7.39%
2. ICICI Bank Ltd4.32%
3. Axis Bank Ltd2.58%

1. Reliance Industries Ltd5.30%
2. Bharat Petroleum Corporation Ltd0.53%

1. State Bank of India3.43%
2. Indian Bank1.15%

1. Infosys Ltd2.20%
2. Tech Mahindra Ltd0.84%
3. Tata Consultancy Services Ltd0.74%
4. Sonata Software Ltd0.33%

1. Larsen & Toubro Ltd3.56%

1. Bharti Airtel Ltd2.96%

1. Mahindra & Mahindra Ltd1.87%
2. Maruti Suzuki India Ltd0.95%

1. Bajaj Finance Ltd1.36%
2. Shriram Finance Ltd1.19%

1. Power Finance Corporation Ltd2.32%

1. KEI Industries Ltd1.14%
2. Motherson Sumi Wiring India Ltd0.66%

1. Bharat Electronics Ltd1.09%
2. Hindustan Aeronautics Ltd0.63%

1. Divi's Laboratories Ltd1.06%
2. Sun Pharmaceutical Industries Ltd0.63%

1. Tata Power Co Ltd1.09%
2. NTPC Ltd0.44%

1. SBI Life Insurance Co Ltd1.52%

1. Coal India Ltd1.44%

1. Angel One Ltd0.84%
2. Cholamandalam Financial Holdings Ltd0.60%

1. Eternal Ltd1.42%

1. Ultratech Cement Ltd0.71%
2. J.K. Cement Ltd0.63%

1. Samvardhana Motherson International Ltd1.21%

1. ITC Ltd1.12%

1. Britannia Industries Ltd0.72%
2. Mrs Bectors Food Specialities Ltd0.39%

1. Cummins India Ltd1.08%

1. Varun Beverages Ltd1.03%

About Fund

Canara Robeco Balanced Advantage Fund Growth managed by Canara Robeco Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,245 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.17. 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 Name1Y3Y
This FundBajaj Finserv Arbitrage Fund Growth5.94890
This FundBandhan Retirement Fund Growth1.15430
This FundLIC MF Multi Asset Allocation Fund Growth7.86420
This FundSamco Multi Asset Allocation Fund Growth8.63040
This FundCanara Robeco Balanced Advantage Fund Growth-0.20530

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 2.17. 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 : -5.91%
  • 6 Months : -5.45%
  • 1 Year : -0.21%
  • 3 Years : 0.00%
Returns of Canara Robeco Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 9.5800 as on Mar 27,2026. 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 ₹1,245 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