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Canara Robeco Balanced Advantage Fund Regular Payout Inc Dist cum Cap Wdrl INF760K01LB4

Morningstar’s Analysis

Peer Group Not Mapped

This share class does not have an analyst-assigned peer group, making it ineligible for a Morningstar Medalist Rating. Rated on Nov 30, 2024

There is no growth data available.


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 65.40 0.00 65.40 69.77
Fixed Income 28.79 0.00 28.79 20.91
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.12
Cash 5.80 0.01 5.81 28.53
Other 0.00 0.00 0.00 0.09

Stock Style

People

Inception Date
Aug 02, 2024
Number of Managers
4
Longest Tenure
0.4 Years
Average Tenure
0.4 Years
Advisor(s)
Canara Robeco Asset Management Co. Ltd.

Management Team

Aug 02, 2024 –Present
Aug 02, 2024 –Present
Aug 02, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
No.
%
Equity Holding
65 83.33
Bond Holding
11 14.10
Other Holding
2 2.56
Equity Holdings
65
Bond Holdings
11
Other Holdings
2
% Assets in Top 10 Holdings
34
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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Holdings as of Dec 31, 2024 | The top 78 largest holdings are available for display across Equity, Bond and Other.


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