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Canara Robeco Liquid Fund vs Angel One Mutual Fund Balanced Advantage Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

6.96%

VS

3Y Return

12.3%

ParameterACanara Robeco Liquid Fund - Direct Plan - GrowthBAngel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth
Fund HouseCanara RobecoAngel One Mutual Fund
CategoryLiquid FundBalanced Hybrid
NAV (โ‚น)3337.3316.39
AUM (โ‚น Cr)3.95 Lac Cr1.56 Lac Cr
Expense Ratio (%)0.12%0.78%
RiskometerLowModerately High
Volatility0.118.79
Sharpe Ratio4.180.66
1 Year Return (%)6.22%3.08%
3 Year Return (%)6.96%12.3%
5 Year Return (%)6.13%7.51%
Since Launch (%)6.72%10.94%
Min SIP (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date1 January 20137 September 2021
Exit LoadNilNil
Fund ManagerShridatta Bhandwaldar (3.5 years yrs)Gopal Agrawal; Srinivasan Ramamurthy (5.1 years yrs)
BenchmarkNIFTY Liquid IndexNifty 50 Hybrid Composite Debt 65:35 Index
Top 3 HoldingsState Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)HDFC Bank Ltd. (6.8%), ICICI Bank Ltd. (5.5%), Reliance Industries Ltd. (4.5%)
Asset AllocationT-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%Equity: 65.00% | Debt: 30.00% | T-Bills: 5.00%
Portfolio Turnover223%127%

Why consider Canara Robeco Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.96%
  • AUM: 3.95 Lac Cr
  • Sharpe Ratio: 4.18

Why consider Angel One Mutual Fund Balanced Advantage Fund?

  • Expense ratio: 0.78%
  • 3Y return: 12.3%
  • AUM: 1.56 Lac Cr
  • Sharpe Ratio: 0.66

SIP Calculator โ€“ Compare Growth Potential

Canara Robeco Liquid Fund

โ‚น868530.05

@7.0% annual return (3Y)

Angel One Mutual Fund Balanced Advantage Fund

โ‚น1182670.66

@12.3% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.