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Canara Robeco Balanced Advantage Fund - Regular Plan - IDCW Option

Canara Robeco · Balanced Advantage
Moderate
₹10.06
Current NAV
25 Jun 2026
8.5%
1Y Return
8.0%
3Y CAGR
9.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.05).
  • Very large asset base (AUM: ₹11,600 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.55
Sharpe Ratio
0.45
Beta
3.05
Alpha
0.63
Sortino
Fund Details
Fund House Canara Robeco
Category Balanced Advantage
AUM ₹11600 Cr
Expense Ratio 1.65%
Min SIP ₹500
Min Lumpsum ₹1000
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