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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)


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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