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Canara Rob Balanced Advantage Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.54 | 37.23 | -0.25 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.32 | 39.21 | 1.16 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 50+50 - Moderate Index |
About Balanced Advantage Fund
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Peers & Comparison
HybridBalanced Advantage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Canara Rob Balanced Advantage Fund(IDCW) | — | — | — |
| HDFC Balanced Advantage Fund(IDCW) | 10.82% | 13.68% | 3.58% |
| ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 10.25% | 9.04% | 8.07% |
| SBI Balanced Advantage Fund(IDCW) | 16.18% | 14.22% | 13.38% |
Price Comparison
Compare Canara Rob Balanced Advantage Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Sep 2024
Nov 2024
ACTUAL
Sep 2024
Nov 2024
Sector Distribution
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.84 %
Holdings
4.17 %
0.84 % - HDFC Bank Ltd3M change : 1.26 %
Holdings
4.12 %
1.26 % - Infosys Ltd3M change : -0.25 %
Holdings
2.85 %
-0.25 %
AMC Profile
Canara Robeco Asset Management Company Ltd. (CRAMC) is a joint venture between the now defunct Canbank Mutual Fund and Robeco Groep N.V.
No.of Schemes
25
Total AUM
₹ 1,07,689.01 Cr.
Fund Manager Profile
Shridatta Bhandwaldar
AUM: ₹99,450.79 Cr.
|
Exp: 10yrs
Ennettee Fernandes
AUM: ₹14,146.32 Cr.
|
Exp: 9yrs
Suman Prasad
AUM: ₹2,403.93 Cr.
|
Exp: 14yrs
Amit Kadam
AUM: ₹5,005.69 Cr.
|
Exp: 11yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Canara Robeco Balanced Advantage Fund | Concept Video | Canara Robeco Mutual Fund
2 days ago•Canara Robeco Mutual Fund
Canara Robeco Balanced Advantage Fund NFO Overview by Ms. Ennette Fernandes, Fund Manager - Equities
5 months ago•Canara Robeco Mutual Fund
#NFO is LIVE - CANARA ROBECO BALANCED ADVANTAGE FUND | Closes on July 26, 2024.
5 months ago•Canara Robeco Mutual Fund
#NFO is LIVE - CANARA ROBECO BALANCED ADVANTAGE FUND | Closes on July 26, 2024.
5 months ago•Canara Robeco Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%