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  2. Canara Robeco Balance - Regular Plan - Growth

Canara Robeco Balance - Regular Plan - Growth

Category: Balanced Funds Equity Oriented
Launch Date: 01-02-1993
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 2.48% As on (30-09-2017)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,262.81 Cr As on (30-09-2017)
Turn over: 2.66
NAV as on 20-02-2018

145.44

-0.14 (-0.0963%)

CAGR Since Inception

12.59%

PERFORMANCE of Canara Robeco Balance - Regular Plan - Growth

Scheme Performance (%)

Data as on - 20-02-2018

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 - Regular 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.

Riskometer

riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Balance - Regular Plan - Growth 12.26 0.53 -2.36 1.26 - 4.93
Balanced Funds Equity Oriented - - - - - -

PEER COMPARISION of Canara Robeco Balance - Regular Plan - Growth

Period
Data as on - 20-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Balance - Regular Plan - Growth 01-02-1993 14.56 20.04 8.91 15.61 12.43
BOI AXA Mid cap Equity & Debt Fund - Regular Plan Growth 13-07-2016 29.43 0.0 0.0 0.0 0.0
Principal Balanced Fund-Growth 14-01-2000 24.35 28.05 13.28 17.18 10.36
Reliance Regular Savings Fund - Balanced Option - Growth Plan 08-06-2005 16.59 20.77 10.53 16.6 13.79
HDFC Balanced Fund - Growth Option 11-09-2000 16.42 22.12 10.72 18.66 14.71
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 31-12-1995 16.4 17.33 8.92 16.78 10.69
Mirae Asset Prudence Fund -Regular Plan-Growth 29-07-2015 15.33 21.21 0.0 0.0 0.0
MOSt Focused Dynamic Equity - Regular Plan - Growth Option 27-09-2016 14.6 0.0 0.0 0.0 0.0
HDFC Prudence Fund - Growth Option 01-02-1994 14.38 23.7 9.6 16.6 13.57
Axis Childrens Gift Fund - Lock in - Growth 08-12-2015 14.35 13.51 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Canara Robeco Balance - Regular Plan - Growth

Asset Allocation (%)

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