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Multi Asset / Dynamic📊 AMFI Tier I Benchmark – 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Price of Silver

Canara Robeco Multi Asset Allocation Fund · Regular · Growth

Canara Robeco Mutual Fund

#17 of 27 (1Y)

NAV

₹10.8700

as of 16 Jun 2026

Expense Ratio

2.09%

AUM

₹1,254 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+8.27%
3Y
5Y
Since Inception
+6.83%

SIP returns (XIRR)

1Y
+6.10%
3Y
5Y
Since Inception
+6.46%

Returns calculated from 12 March 2025 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹7,500

Invested

₹7,577

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

₹1,056

Value today

4.5%

CAGR (p.a.)

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

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₹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

₹6,29,336

Value today

-0.7%

vs lumpsum

Direct lumpsum would have beaten STP by 0.7% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.23

Sharpe Ratio

Alpha

Beta

0.23

Sortino

10.57%

Std Dev

-10.70%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseCanara Robeco Mutual Fund
CategoryMulti Asset / Dynamic
BenchmarkAMFI Tier I Benchmark – 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Price of Silver
Launch Date12 Mar 2025
AMFI Code153466
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit Load1% - if redeemed/switched out above 12% of allotted units within 365 days from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Canara Robeco Multi Asset Allocation Fund · Regular · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.

About This Fund

Canara Robeco Multi Asset Allocation Fund · Regular · Growth is a Multi Asset / Dynamic mutual fund offered by Canara Robeco Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,254 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against AMFI Tier I Benchmark – 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Price of Silver. The current expense ratio is 2.09%.

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