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Dynamic Asset Allocationregulargrowth📊 CRISIL Hybrid 50+50 – Moderate Index

Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option

Canara Robeco Mutual Fund

#32 of 35 (1Y)

₹9.9400

0.09 (-0.90%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.9400

0.09 (-0.90%)

29 May 2026

AMFI: 152690

Direct · Growth

₹₹10.1900

0.10 (-0.97%)

29 May 2026

AMFI: 152688

Regular · IDCW

₹₹9.8400

0.09 (-0.91%)

29 May 2026

AMFI: 152691

Direct · IDCW

₹₹10.1000

0.09 (-0.88%)

29 May 2026

AMFI: 152689

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.50%
1 Month-2.66%
3 Months-4.63%
6 Months-6.35%
1 Year-2.95%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2024)-0.67%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-5.53%
3 Year SIP
5 Year SIP
Since Inception (Aug 2024)-2.28%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹10,500

Invested

₹10,339

Value today

-1.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹994

Value today

-0.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,20,168

Value today

+4.0%

vs lumpsum

STP beat direct lumpsum by 4.0% — reduced timing risk paid off

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,385

Regular plan

₹6,341

Direct earns ₹44 more on a ₹6K investment0.73% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseCanara Robeco Mutual Fund
CategoryDynamic Asset Allocation
Plan Typeregular
Optiongrowth
AUM₹1,242 Cr
Expense Ratio2.17%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkCRISIL Hybrid 50+50 – Moderate Index
Launch Date02 Aug 2024
AMFI Code152690

Risk Metrics

Trailing 1 year, annualised

-0.76

Sharpe Ratio

Alpha

Beta

-0.74

Sortino

9.73%

Std Dev

-10.88%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option by Canara Robeco Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.

About This Fund

Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option is a Dynamic Asset Allocation mutual fund offered by Canara Robeco Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,242 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Hybrid 50+50 – Moderate Index. The current expense ratio is 2.17%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations