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MF_152688

Canara Robeco Balanced Advantage Fund - Direct Plan - Growth Option

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹10,200.20
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
0.89%
MF_152688 Return
Benchmark CAGR
-0.65%
Nifty 50
Inflation Adj. CAGR
-3.10%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.73
Volatility vs Benchmark
Sharpe Ratio
-0.56
Risk-Adjusted Return
Sortino Ratio
-0.70
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 10% 14%
60 days 60% 8% 9%
90 days 60% 7% 7%
180 days 51% 6% 4%
1Yr 61% 3% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Canara Robeco Balanced Advantage Fund - Direct Plan - Growth Option Nifty 50
30 days -2.4% | -51.0% | 4.1% | 82.4% 26.6% | -63.0% | 4.1% | 102.4%
60 days -22.2% | -33.4% | 0.9% | 48.9% -23.0% | -44.8% | -1.4% | 72.3%
90 days -18.3% | -29.6% | 1.2% | 40.8% -25.0% | -38.4% | -2.2% | 55.1%
1 Year -5.0% | -3.8% | 2.5% | 10.7% -10.0% | -10.5% | 0.8% | 13.5%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 Sept. 17, 2025 356 days 11% Nifty 50: 15% 10541 9379 10561
Jan. 2, 2026 Oct. 30, 2026 301 days 10% Nifty 50: 15% 10781 9660 10200