Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option

Fund House: Canara Robeco Mutual Fund
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 02-08-2024
Asset Class:
Benchmark: CRISIL Hybrid 50+50 Moderate Index
TER: 2.08% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 1,483 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | 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.

9.7

-2.9%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 0.07
Average Maturity 5.26

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option 02-08-2024 - - - - -
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 14.84 17.8 11.42 11.74 -
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 12.87 - - - -
HDFC Balanced Advantage Fund - Growth Plan 01-02-1994 11.86 22.0 19.99 19.38 12.95
SBI Balanced Advantage Fund - Regular Plan - Growth 01-08-2021 11.53 16.13 12.5 - -
Quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan 19-04-2023 11.44 - - - -
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 11.37 14.07 10.58 11.91 10.1
Invesco India Balanced Advantage Fund - Growth 04-10-2007 11.34 15.76 11.3 11.2 9.32
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 11.27 14.52 9.4 9.84 8.52
Franklin India Balanced Advantage Fund- Growth 06-09-2022 11.15 15.55 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.37%

Others

26.89%

Large Cap

46.63%

Mid Cap

5.41%

Scheme Documents

There are no scheme documents available

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