← All schemes
Canara Robeco Balanced Advantage Fund
Canara Robeco·
Dynamic Asset Allocation or Balanced Advantage
1Y
-3.17%
3Y
-
5Y
-
Since Inception
+0.54%
Sharpe
-0.63
Sortino
-0.77
Max Drawdown
-11.02%
Volatility
11.07%
Alpha
+0.32%
provisional: short history
Beta
1.28
provisional: short history
Info Ratio
-0.33
provisional: short history
Up / Down Capture
114 / 129
provisional: short history
NAV (last ~1 year)
Fund details
AMCCanara Robeco
Fund manager-
Data from2024-08-06
AUM₹1.2K Cr (January - March 2026)
Expense ratio (Direct)0.96%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#29 of 37
Top 78%
3Y CAGR
-
5Y CAGR
-
Sharpe
#36 of 36
Top 100%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.