Canara Robeco Balanced Advntg Reg Gr
Canara Robeco Balanced Advantage Fund Growth mixes stocks and bonds for balanced growth and stability.
What This Strategy Does
CW Expert Research Notes
Resilient Downside Protection
The fund's benchmark-relative behavior demonstrates resilient downside protection, outperforming in 8 of the past 12 years, suggesting consistent earnings delivery and participation in market upside.
Differentiated Sector Positioning
The fund's sector positioning reflects a differentiated approach, with an overweight in financials and underweight in technology relative to peers, exemplified by its exposure to HDFC Bank and underweight in Infosys.
Valuation-Driven Opportunity
The fund's valuation assessment indicates an attractive entry point, trading at a discount to historical averages and peers, positioning it to benefit from potential catalysts like an earnings revision cycle.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession in India driven by slowing global growth could undermine fund's equity exposure, mitigated by dynamic asset allocation.
Liquidity Risk
High mid-cap allocation could face liquidity stress during volatility spikes, mitigated by large-cap buffer and cash management.
Concentration Risk
Concentrated sector exposures like financials face asset quality risks, offset by diversification across market caps and sectors.
Specific Strategy Risk
Regulatory changes to asset allocation rules could impact strategy execution, addressed through active monitoring and portfolio rebalancing.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers dynamic asset allocation across equity and debt to navigate changing market conditions. By actively adjusting exposures, this approach aims to capture upside potential during equity rallies while providing downside protection during volatile periods. The impact is a smoother return profile that can compound wealth steadily over full market cycles.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Suman Prasad
Ms. Suman Prasad has experience of 36 years. Manages 54 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹2,244 Cr Holds a PGDMS degree.
125 years
Combined Team Experience
₹ 44,753 Cr
Assets Under Management
CW Expert Take
Canara Robeco brings institutional discipline to dynamic asset allocation. Their investment philosophy combines top-down macro views with bottom-up security selection across asset classes. The fund house maintains structured frameworks for equity and debt investing, leveraging quantitative models alongside fundamental research. Their strength lies in managing risk through diversification while seeking opportunities across market cycles.
Investment Philosophy & Approach
Disciplined Approach
Canara Robeco follows a disciplined investment approach focused on rigorous research.
Risk Management
The fund house emphasizes robust risk management through diversification and controls.
Long-Term Perspective
Canara Robeco maintains a long-term perspective in portfolio construction.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)