MonitorDirect · Growth
Canara Robeco Balanced Advantage Fund
Canara Robeco Mutual FundHybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation2.1 years
- NAV
- 10.36
- 16 Sept 2026
- 1Y
- +0.3%
- Trailing CAGR
- AUM
- ₹1,110.62 Cr
- 31 Aug 2026
- Volatility
- Medium
- 9.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+0.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+2.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +2.3%
- Calendar-day CAGR
- Excess 1Y
- -2.6%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 23 days
- 12 recovered episodes
- Longest recovery
- 201 days
- Trough to prior peak
- Current spell
- 252 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
26 Sept 2024 – 17 Sept 2025
Trough 28 Feb 2025 · recovered in 201 days
-11.0%
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-10.4%
19 Sept 2025 – 15 Oct 2025
Trough 26 Sept 2025 · recovered in 19 days
-1.8%
26 Nov 2025 – 2 Jan 2026
Trough 10 Dec 2025 · recovered in 23 days
-1.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
23
Vs category
34
Consistency
2
Risk-adjusted
11
Drawdown
73
Mean
29
Portfolio
31 Aug 2026 · 75 holdings · top 10 are 39.9%.
- Top 5
- 25.9%
- Top 10
- 39.9%
- Largest holding
- 7.2%
- Effective holdings
- 36.4
Cash Margin
Unspecified
7.2%
HDFC Bank Ltd
Financial
5.5%
ICICI Bank Ltd
Financial
5.3%
Reliance Industries Ltd
Energy & Utilities
4.6%
Bharti Airtel Ltd
Technology
3.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mirae Asset Balanced Advantage Fund
Mirae Asset Mutual Fund
- 1Y
- +3.6%
- 3Y
- +9.6%
- Vol
- 7.0%
- Max DD
- -7.5%
- Sharpe
- 0.79
- 3Y win
- +69%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
WhiteOak Capital Balanced Advantage Fund
WhiteOak Capital Mutual Fund
- 1Y
- +4.2%
- 3Y
- +11.7%
- Vol
- 7.8%
- Max DD
- -9.6%
- Sharpe
- 1.02
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Mahindra Manulife Balanced Advantage Fund
Mahindra Manulife Mutual Fund
- 1Y
- +2.9%
- 3Y
- +10.4%
- Vol
- 9.5%
- Max DD
- -9.8%
- Sharpe
- 0.55
- 3Y win
- +92%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Axis Balanced Advantage Fund
Axis Mutual Fund
- 1Y
- +2.5%
- 3Y
- +11.2%
- Vol
- 8.2%
- Max DD
- -17.2%
- Sharpe
- 0.58
- 3Y win
- +46%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
Baroda BNP Paribas Balanced Advantage Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +7.0%
- 3Y
- +11.8%
- Vol
- 10.9%
- Max DD
- -20.7%
- Sharpe
- 0.82
- 3Y win
- +99%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown