Canara Robeco Balanced Advantage Fund – Dir (IDCW)
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
- %
Expense Ratio
Rating
-
Fund Size (in Cr)
1 Month
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 3.5% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| 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 |
|---|
Fund Objective
The fund aims to generate long-term capital appreciation with income generation by dynamically investing in equity and equity related instruments and debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Managers
Shridatta Bhandwaldar - CEO
Mr Shridatta Bhandwaldar has been leading the charge for Canara Robeco Mutual Fund, one of the most successful funds in India right now. He has been the CEO of the firm since 2008 and has been in charge of their impressive growth in the mutual fund industry. His strategies have proven to be effective time and time again, which has led to their exponential growth in assets under management. His main goal as the CEO is to grow their company to reach over $10 billion in assets under management.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,486
-
16.3%Fund Size - 5,486
-
8.3%Fund Size - 5,486
-
11.8%Fund Size - 5,486
-
- 94,048
-
36.8%Fund Size - 94,048
-
25%Fund Size - 94,048
-
23%Fund Size - 94,048
-
- 60,135
-
23.7%Fund Size - 60,135
-
14.5%Fund Size - 60,135
-
15.8%Fund Size - 60,135
-
- 803
-
28.7%Fund Size - 803
-
14.1%Fund Size - 803
-
14.9%Fund Size - 803
-
- 8,622
-
26.8%Fund Size - 8,622
-
14.1%Fund Size - 8,622
-
15.8%Fund Size - 8,622
AMC Contact Details
Canara Robeco Mutual Fund
AUM:
94,684 Cr
Address:
Construction House,4th Floor,
5 Walchand Hirachand Marg,
Ballard Estate, Mumbai 400 001
Contact:
022 66585000
Email ID:
crmf@canararobeco.com
More Funds from Canara Robeco Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 1,694
-
44.9%Fund Size - 1,694
-
21.9%Fund Size - 1,694
-
27%Fund Size - 1,694
-
- Equity .
- Sectoral / Thematic .
-
- 883
-
65.5%Fund Size - 883
-
32.7%Fund Size - 883
-
33.5%Fund Size - 883
-
- Equity .
- ELSS .
-
- 8,875
-
39.4%Fund Size - 8,875
-
17.5%Fund Size - 8,875
-
25.7%Fund Size - 8,875
-
- Equity .
- Small Cap .
-
- 12,028
-
42.4%Fund Size - 12,028
-
27.1%Fund Size - 12,028
-
39%Fund Size - 12,028
-
- Hybrid .
- Conservative Hybrid .
-
- 220
-
11.2%Fund Size - 220
-
14.5%Fund Size - 220
-
14%Fund Size - 220
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
38.2%Fund Size - 31,800
-
23.6%Fund Size - 31,800
-
24.4%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
41%Fund Size - 62,717
-
20.7%Fund Size - 62,717
-
23.1%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
36.6%Fund Size - 14,528
-
16%Fund Size - 14,528
-
23%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
44.4%Fund Size - 2,284
-
19.6%Fund Size - 2,284
-
22.8%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 9,292
-
36.6%Fund Size - 9,292
-
16.7%Fund Size - 9,292
-
22.5%Fund Size - 9,292
Frequently Asked Questions
How to invest in Canara Robeco Balanced Advantage Fund – Dir (IDCW) ?
You can invest in Canara Robeco Balanced Advantage Fund – Dir (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Canara Robeco Balanced Advantage Fund – Dir (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Canara Robeco Balanced Advantage Fund – Dir (IDCW) ?
The NAV of Canara Robeco Balanced Advantage Fund – Dir (IDCW) is ₹10.2 as of 06 September 2024.
What is the AUM of Canara Robeco Balanced Advantage Fund – Dir (IDCW)?
The AUM of Canara Robeco Balanced Advantage Fund – Dir (IDCW) is ₹94,684 Cr as of 06 September 2024
What are the top stock holdings of Canara Robeco Balanced Advantage Fund – Dir (IDCW)?
The top stock holdings of Canara Robeco Balanced Advantage Fund – Dir (IDCW) are
- ICICI Bank - 3.33%
- Infosys - 3.1%
- HDFC Bank - 2.86%
- Larsen & Toubro - 2.67%
- Reliance Industr - 2.48%
Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Balanced Advantage Fund – Dir (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Canara Robeco Balanced Advantage Fund – Dir (IDCW) based on your investment objective and risk tolerance.
How much returns have Canara Robeco Balanced Advantage Fund – Dir (IDCW) generated ?
The Canara Robeco Balanced Advantage Fund – Dir (IDCW) has delivered 3.5% since inception
How to redeem Canara Robeco Balanced Advantage Fund – Dir (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Canara Robeco Balanced Advantage Fund – Dir (IDCW)?
The minimum SIP amount of Canara Robeco Balanced Advantage Fund – Dir (IDCW) is ₹1000
How can I redeem my investments in Canara Robeco Balanced Advantage Fund – Dir (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Balanced Advantage Fund – Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Balanced Advantage Fund – Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.