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Canara Robeco Balance - Direct Plan - Growth

Category: Balanced Funds Equity Oriented
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 1.24% As on (30-06-2017)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,159.77 Cr As on (31-07-2017)
Turn over: 310.0
NAV as on


CAGR Since Inception


PERFORMANCE of Canara Robeco Balance - Direct Plan - Growth

Scheme Performance (%)

Data as on - 21-02-2018

Yearly Performance (%)

Fund Managers

Mr. Avnish Jain, Mr. Ravi Gopalakrishnan, Mr.. Shridatta Bhandwaldar

Mr. Jain is a B.Tech from IIT Kharagpur and Post Graduate from IIM Kolkata. Prior to joining Canara Robeco AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management, Misys Software Solutions, Yes Bank and ICICI Bank.

Investment Objective

The scheme seeks to build a balanced portfolio, which would provide a combination of high annual return and capital appreciation. The scheme was made open-ended from March 2000.

RETURNS CALCULATOR for Canara Robeco Balance - Direct Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of Canara Robeco Balance - Direct Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Balance - Direct Plan - Growth 12.26 1.0 -1.15 1.36 - 4.93
Balanced Funds Equity Oriented

PEER COMPARISION of Canara Robeco Balance - Direct Plan - Growth

Data as on - 21-02-2018
Scheme Name Launch
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PORTFOLIO ANALYSIS of Canara Robeco Balance - Direct Plan - Growth

Asset Allocation (%)

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