Canara Robeco Balanced Advantage Fund
Direct · Growth ₹10.53
06 Jul 2026
NAV
3.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.88
Sharpe
-11.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.29 L | 3.8% | -14.7% | 13.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 3.8% | 14.5% | 10.8% | -10.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.5% | 3.1% | -3.2% | 11.9% | -0.88 | -0.68 | 83% | — | — |
-11.0%
Max Drawdown
5 mo
Drawdown Duration
7 mo
Recovery Time
-3.2%
Avg Drawdown
Calmar Ratio by Duration
0.32
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.83 | 0.70 | 70.2% | 66.9% | 0.4% | -3.4% |
| 3 Years | -0.58 | 0.66 | 66.1% | 63.3% | 1.6% | -0.1% |
| 5 Years | -1.24 | 0.66 | 66.1% | 63.3% | 1.0% | -0.1% |
| 7 Years | -1.53 | 0.66 | 66.1% | 63.3% | 0.7% | -0.0% |
| 10 Years | -1.74 | 0.66 | 66.1% | 63.3% | 0.5% | -0.0% |
| 12 Years | -1.82 | 0.66 | 66.1% | 63.3% | 0.4% | -0.0% |
| 15 Years | -1.90 | 0.66 | 66.1% | 63.3% | 0.3% | -0.0% |