Canara Robeco Balanced Advantage Fund Direct - Growth
Canara Robeco Balanced Advantage Fund Direct - Growth: Mutual Fund Overview
Canara Robeco Balanced Advantage Fund Direct - Growth is an Dynamic Asset Allocation mutual fund with over 1.61 years of performance history. The scheme manages an AUM of ₹1244.67 Cr and has a NAV of ₹10.12. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.41%.
Hybrid, Dynamic Asset Allocation, Principal at very high risk
1 Year Return 6.41% at 12 Mar 2026 07:44 PM
Fund Details
NAV 10.12
Sub-Type Dynamic Asset Allocation
Rating Not Rated
Min. SIP Amount ₹1000.0
Fund Age(Year) 1.61
Fund Size(in Crores) 1244.67
Fund Performance
1 Month -5.33%
3 Month -4.79%
6 Month -3.15%
1 Year 6.41%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.93%) Market Cap Small Cap 27.38 Large Cap 35.95 Mid Cap 30.61 Top Sectors Financial 22.15 Technology 14.9 Healthcare 12.97 Consumer Discretionary 8.57 Materials 7.77 Services 7.36 Capital Goods 6.94 Chemicals 5.51 Communication 5.13 Automobile 2.62 Top Holding Persistent Systems 8.17 Neuland Laboratories 2.63 HDFC Bank 6.15 ICICI Bank 5.32 Shaily Eng Plastics 7.77 AU Small Finance Bank 2.38 Ellenbarrie Industrial Gases 3.97 Healthcare Global Enterprises 5.9 Coforge 6.73 Kotak Mahindra Bank 2.48 Billionbrains Garage Ventures 1.77 Bharti Airtel 5.13 PG Electroplast 5.57 Thirumalai Chemicals 1.55 UNO Minda 1.17 Muthoot Finance 2.24 Ashok Leyland 1.45 Eternal 7.36 Kalyan Jewellers India 8.57 CG Power 1.38 Indusind Bank 1.82 Apollo Hospitals Enterprise 2.18 Dr. Reddy's Laboratories 2.26
Debt & Others (6.07%) Sector Allocation Reverse Repo/CBLO 3.79 Net Receivables 2.28 Debt Credit Ratings Debt Category Others 6.07
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.9%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Avnish Jain
Education Mr. Jain is a B.Tech from IIT Kharagpur and Post Graduate from IIM Kolkata.
Experience Prior to joining Canara Robeco AMC he has worked with ICICI Prudential AMC, PGIM India Mutual Fund, Deutsche Asset Management, Misys Software Solutions, Yes Bank and ICICI Bank.
Shridatta Bhandwaldar
Education Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
Experience Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
Pranav Gokhale
Education Mr. Gokhale is a Chartered Accountant & holds M.Com degree.
Experience Prior to joining Canara Robeco Mutual Fund, he has worked with Invesco Mutual Fund, IL&FS, ICICI Direct, Rosy Blue Securities Pvt. Ltd., and International Ship Repair LLC Fujairiah.
Amit Kadam
Education Mr. Kadam is a BE (Electronics), MMS (Finance)
Experience Prior to joining Canara Robeco Asset Management Company Ltd he has worked with LIC Mutual Fund Asset Management Ltd, Sykes and Ray Equities (I) Ltd.
Ennette Fernandes
Education Ms. Fernandes is B.com & PGDBM
Experience Prior to joining Canara Robeco Mutual Fund she has worked with Tata Asset Management Limited and Philip Capital (India) Pvt. Ltd.
Suman Prasad
Education Ms. Prasad is B.Sc and PGDMS.
Experience She has been associated with Canara Robeco since 1996.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 32
Date of Incorporation 2024-08-02
Total AUM 120121.03
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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