Should I invest in Canara Robeco Balance?

We don't give personal investment advice. Canara Robeco Balance - Growth Plan is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.6%. 5-year CAGR: 9.64%.

Canara Robeco

Canara Robeco Balance - Growth Plan

Latest NAV

₹350.7300

As of

8 Jun 2026

4,636 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.03%	+10.24%	-10.20	17 / 37	Q2
1W	-0.50%	+9.79%	-10.29	18 / 37	Q2
2W	-0.64%	+9.53%	-10.18	11 / 37	Q2
1M	-2.52%	+8.19%	-10.70	15 / 37	Q2
3M	-0.71%	+8.75%	-9.46	12 / 37	Q2
6M	-4.07%	+5.17%	-9.25	11 / 36	Q2
YTD	-4.18%	+4.74%	-8.93	11 / 36	Q2
1Y	-1.02%	+6.65%	-7.67	11 / 36	Q2
2Y	+5.25%	+4.49%	+0.76	11 / 36	Q2
3Y	+10.85%	+9.30%	+1.55	14 / 36	Q2
4Y	+11.35%	+9.28%	+2.07	15 / 35	Q2
5Y	+9.64%	+8.14%	+1.50	14 / 33	Q2
7Y	+11.89%	+8.78%	+3.11	10 / 30	Q2
10Y	+12.05%	+7.70%	+4.35	4 / 28	Q1
Inception	+11.99%	+7.14%	+4.84	7 / 37	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.18%	-6.79%	+2.61	6 / 31
2025	+6.32%	+13.04%	-6.72	12 / 34
2024	+15.23%	+11.71%	+3.52	12 / 34
2023	+19.55%	+15.66%	+3.89	11 / 34
2022	+1.35%	+1.00%	+0.35	18 / 34
2021	+22.51%	+21.44%	+1.07	18 / 34
2020	+19.56%	+9.68%	+9.88	5 / 34
2019	+11.45%	+3.54%	+7.91	5 / 32
2018	+1.68%	-7.66%	+9.34	3 / 32
2017	+23.80%	+16.43%	+7.36	6 / 32
2016	+2.98%	+2.00%	+0.98	13 / 26

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.87%

218 windows

min -42.5% · max 78.7%

88% positive

3-Year rolling

+13.59%

194 windows

min 2.4% · max 28.0%

100% positive

5-Year rolling

+13.58%

170 windows

min 4.5% · max 21.9%

100% positive

7-Year rolling

+13.59%

145 windows

min 10.2% · max 21.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.92%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-13.32%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	8 Jun 2026
SBI Magnum Balanced Fund - Dividend	SBI	₹64.4478	8 Jun 2026
ICICI Prudential Balanced Plan-Dividend	ICICI Prudential	₹41.6400	8 Jun 2026
FT India Balanced Fund-Dividend Plan	Franklin Templeton	₹27.3762	8 Jun 2026
Kotak Balance	Kotak Mahindra	₹36.4680	8 Jun 2026
DSP BlackRock Balanced Fund-Dividend	DSP BlackRock	₹26.1270	8 Jun 2026
Canara Robeco Balance - Dividend Plan	Canara Robeco	₹88.8400	8 Jun 2026
UTI â€“ Balanced Fund-Growth	UTI	₹390.3655	8 Jun 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.3700	5 Jun 2026
Birla Sun Life 95 Fund-Plan A (Dividend)	Birla Sun Life	₹162.6100	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹350.7300
5 Jun 2026	₹354.1900
4 Jun 2026	₹354.0800
3 Jun 2026	₹353.1600
2 Jun 2026	₹354.1400
1 Jun 2026	₹353.2800
29 May 2026	₹355.9700
27 May 2026	₹359.5500
26 May 2026	₹358.8500
25 May 2026	₹359.5800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 08 Jun 2026, the NAV of Canara Robeco Balance - Growth Plan is ₹350.7300. It's a Aggressive Hybrid Fund from Canara Robeco, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Canara Robeco Balance - Growth Plan has NAV history starting from 23 Jul 2007, a track record of about 18 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Canara Robeco Balance - Growth Plan is managed by Canara Robeco. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Balance - Growth Plan has delivered a absolute return of -1.02% — -7.67 pp behind the Aggressive Hybrid Fund category average of 6.65%. The fund ranks #11 of 36 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Canara Robeco Balance - Growth Plan has delivered a CAGR of 10.85% — +1.55 pp ahead of the Aggressive Hybrid Fund category average of 9.30%. The fund ranks #14 of 36 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Canara Robeco Balance - Growth Plan has delivered a CAGR of 9.64% — +1.5 pp ahead of the Aggressive Hybrid Fund category average of 8.14%. The fund ranks #14 of 33 in its category — the second (Q2) quartile.

₹1 lakh invested in Canara Robeco Balance - Growth Plan exactly 10 years ago would be worth approximately ₹311,896 today — a multiplier of 3.12×, based on the 10-year CAGR of 12.05%. The category average over the same window would have grown ₹1 lakh to ₹209,929.

A ₹10,000 monthly SIP in Canara Robeco Balance - Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹740,844 today. That's an XIRR (money-weighted annualised return) of 8.36%.

A ₹10,000 monthly SIP for 10 years in Canara Robeco Balance - Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,155,209 (multiplier 1.80×). XIRR: 11.27%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Canara Robeco Balance - Growth Plan ranks #14 out of 33 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.14%; this fund delivered 9.64%.

The worst peak-to-trough decline Canara Robeco Balance - Growth Plan has experienced over the last 5-year window is 14.60% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Canara Robeco Balance - Growth Plan averaged 13.58% (best 21.87%, worst 4.49%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, Canara Robeco Balance - Growth Plan returned 6.32% — lagging the Aggressive Hybrid Fund category average of 13.04% by 6.72 pp. It ranked #12 of 34 in its category that year.

Canara Robeco Balance - Growth Plan is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Canara Robeco Balance - Growth Plan is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.6%. 5-year CAGR: 9.64%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Canara Robeco Balance - Growth Plan

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

More from Canara Robeco