Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Canara Robeco Mutual Fund

Canara Robeco Multi Asset Allocation Fund - Regular Plan - IDCW

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 64/100 · Average

How this score is calculated

  • Star rating (35%)3/5
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.95%
  • AUM (15%)₹1,371 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Canara Robeco Mutual Fund · Hybrid · Multi Asset Allocation

₹11.56

+0.22 (+1.94%)

AUM: ₹1,370 Cr

NAV updated 23 days ago

Plan

Regular

Option

Idcw

Risk

High

Expense Ratio

0.95%

Exit Load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days.

Fund Manager

Kunal Jain

Inception

May 2025

Sharpe Ratio

0.42

Std Dev (1Y)

11.38%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.52%

3m

+6.35%

6m

+3.03%

1y

+12.35%

3y

—

5y

—

10y

—

since inception

+10.46%

TopFund's Take on Canara Robeco Multi Asset Allocation Fund - Regular Plan - IDCW

Canara Robeco Multi Asset Allocation Fund - Regular Plan - IDCW sits in the middle of the pack for Multi Asset Allocation funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 64/100.

Cost: At 0.95%, the expense ratio runs 53% above the Multi Asset Allocation category average of 0.62%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.42 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 11.38% is on the lower side for a Multi Asset Allocation fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 65.88%
Mutual Fund 11.43%
Repo 9.84%
Certificate of Deposit 5.31%
Cash Margin 4.04%
Treasury Bills 2.91%
Debenture 1.82%
Non Convertible Debenture 1.81%
Net Receivables 0.97%
Preference Shares 0.01%

Frequently Asked Questions about Canara Robeco Multi Asset Allocation Fund - Regular Plan - IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

User-generated content — not investment advice, and not verified or endorsed by TopFund.

No comments yet — start the discussion.