Canara Robeco Balanced Advantage Fund - Direct Plan - Growth

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth overview and fund details

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth ek Balanced Hybrid mutual fund hai, jiska objective hai long-term capital growth ke liye equity aur debt instruments mein invest karna. Yeh fund Canara Robeco ke under aata hai, jo ki apne high-quality funds ke liye jaana jaata hai. Investors jo thodi risk tolerance rakhte hain aur stable returns ki talash mein hain, unke liye yeh fund kaafi suitable hai. Iska investment style dynamic hai, jo ki market conditions ke hisaab se equity aur debt allocation ko adjust karta hai. Is fund ki current AUM ₹1165.34 Cr hai, aur iski expense ratio 1.65% hai, jo ki industry standards ke hisaab se kaafi reasonable hai. Agar aap long-term investing ki soch rahe hain, toh yeh fund aapke portfolio mein diversification ka acha option ho sakta hai.

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth yearly return performance

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth ne apne 1 saal ke tenure mein -0.87% ka return diya hai, jo ki market ki volatility ko dhyan mein rakhte hue thoda disappointing hai. Lekin 3 saal ka return 0.73% aur 5 saal ka return 0.44% hai, jo ki thoda better performance dikhata hai. Agar hum benchmark Nifty 50 Hybrid Composite Debt 65:35 Index se compare karein, toh fund ki returns thodi lower hain. Lekin, fund manager Amit Kadam aur unki team ne consistently portfolios ko manage kiya hai, jo ki long-term growth ke liye acha hai. Is fund ki volatility moderate hai, jo iske risk profile ko dhyan mein rakhte hue achha hai. Yeh fund market timing ka khayal rakhta hai, jo investors ke liye thoda beneficial ho sakta hai agar market downturns aaye toh. Aapne dekha hoga, jitne bhi high growth mutual funds hain, wo risk ke sath sath investment opportunities bhi dete hain.

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth ke top holdings aur portfolio

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth ke top 5 holdings mein HDFC Bank Ltd. (6.86%), Reliance Industries Ltd. (5.51%), ICICI Bank Ltd. (4.23%), Larsen & Toubro Ltd. (3.57%), aur State Bank of India (3.25%) shamil hain. In holdings ko dekhte hue, aap samajh sakte hain ki fund ka focus kaafi strong aur reliable companies par hai. Sector allocation bhi kaafi diversified hai, jisme financial services, energy, aur infrastructure sectors ko achi tarah represent kiya gaya hai. Yeh strategy fund ki overall performance ko support karti hai, kyunki market ke har sector se exposure milta hai. Investors ko yeh samajhna chahiye ki is fund ki strategy market conditions ke hisaab se adjust hoti hai, jo ki long-term growth prospects ko enhance karta hai. Agar aap portfolio diversification ki talash mein hain, toh yeh fund kaafi acha option ho sakta hai.

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth – risk level aur volatility

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth ka riskometer moderately high hai, jo iska implication hai ki yeh fund thoda higher risk ke sath associated hai. Market volatility ke dauran, investors ko fluctuations dekhne ko mil sakte hain, par yeh fund un investors ke liye thaik hai jo risk ko le sakte hain. Fund ka Sharpe ratio data not available hai, lekin overall performance aur returns ke hisaab se yeh fund moderate risk profile wale investors ke liye acha hai. Agar aap long-term investing ke liye soch rahe hain aur aapki risk tolerance thodi higher hai, toh yeh fund aapke liye suitable ho sakta hai. Aakhir mein, market conditions ko dekhte hue, investors ko hamesha apni risk profile ke hisaab se investment decisions lena chahiye.

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth pros and cons for investors

• Pros:
  • Strong fund management team with experience.
  • Diversified portfolio across sectors and asset classes.
  • Moderate risk profile suitable for long-term investors.
  • Expense ratio is reasonable compared to peers.
• Cons:
  • 1-year return is negative, reflecting market challenges.
  • Riskometer indicates a moderately high risk level.
  • Performance has lagged compared to benchmark returns.