Canara Robeco Multi Asset Allocation Fund - Direct Plan

AMC: CANARAROBECO Moderate Risk Hybrid Multi Asset Allocation

📊 Quick Summary Of This Page

Canara Robeco Multi Asset Allocation Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.57%
Expense Ratio
Mr. Amit Kadam
Fund Manager
Growth
Plan Type
09 May 2025
Launch Date
1%
1% - if redeemed/switched out above 12% of allotted units within 365 days from the date of allotment. Nil - if redeemed/switched out upto 12% of allotted units within 365 days from the date of allotment, Nil - if redeemed/switched out after 365 days from the date of allotment.
Exit Load
NAV Momentum
Fund Analysis

Canara Robeco Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Multi Asset Allocation funds is 67.77% .

The largest portfolio holding is NIPPON INDIA ETF GOLD BEES with a portfolio weight of 11.43% .

Holdings Insights

The fund currently owns more than 52 stocks.

The top 10 holdings account for 47.80% of total assets.

Based on portfolio allocation, this fund appears moderately concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A 8.09%
2 Year Return N/A 20.93%
3 Year Return N/A 38.04%
4 Year Return N/A 51.17%
5 Year Return N/A 67.77%
6 Year Return N/A 99.56%
7 Year Return N/A 94.51%
Expense Ratio 0.57% -
NAV History
Fund Information

AMC: CANARAROBECO

Category: Hybrid • Multi Asset Allocation

Launch Date: 09 May 2025

Fund Manager: Mr. Amit Kadam

Minimum Purchase: ₹5,000

Exit Load: 1% - if redeemed/switched out above 12% of allotted units within 365 days from the date of allotment. Nil - if redeemed/switched out upto 12% of allotted units within 365 days from the date of allotment, Nil - if redeemed/switched out after 365 days from the date of allotment.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Canara Robeco Multi Asset Allocation Fund - Direct Plan is managed by CANARAROBECO and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Canara Robeco Multi Asset Allocation Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Canara Robeco Multi Asset Allocation Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Canara Robeco Multi Asset Allocation Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Canara Robeco Multi Asset Allocation Fund - Direct Plan, based on the latest portfolio data.

Canara Robeco Multi Asset Allocation Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Canara Robeco Multi Asset Allocation Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Canara Robeco Multi Asset Allocation Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Canara Robeco Multi Asset Allocation Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Canara Robeco Multi Asset Allocation Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Canara Robeco Multi Asset Allocation Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Canara Robeco Multi Asset Allocation Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Canara Robeco Multi Asset Allocation Fund - Direct Plan and making investment decisions.

Yes, Canara Robeco Multi Asset Allocation Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Canara Robeco Multi Asset Allocation Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Canara Robeco Multi Asset Allocation Fund - Direct Plan to estimate returns and wealth creation over different time periods.