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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Canara Robeco Balance

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Name of the Fund: Canara Robeco Balance (G)

Crisil Rank: 3

Category: Hybrid – Equity

Expense Ratio: 2.76%

Risk Level: Average

Benchmark: Crisil balanced

Objective:  To seek to generate long term capital appreciation and / or income from a portfolio constituted of equity and equity related securities as well as fixed income securities.(debt and money market securities)

Returns (Annualized)

1-Year3-Year5-Year
17.18%8.63%18.91%

Our Review

Canara Robeco balance fund has made its inception in the year 1993. Since launch, it has delivered annualized returns of 10.2%.

Top holdings of the fund include REC, Indian bank, ICICI bank, HDFC bank and ITC. The fund invests 75% of assets in equity instruments and rest in debt. The past 5 year returns of the fund have been great. It has managed to beat the benchmark index in the 1, 3 and 5 year returns.

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