May 3, 2025
mayank
Canara Robeco Multi Asset Allocation Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Canara Robeco Multi Asset Allocation Fund Open Date, Close Date?
NFO opens on May 09, 2025
NFO will close on May 23, 2025
Investment Strategy for this NFO?
The scheme seeks to generate long-term capital appreciation from a portfolio investing in Equity and Equity related Instruments, Debt and Money Market Instruments, Gold ETFs and Silver ETFs. There is no assurance that the investment objective of the Scheme will be achieved.
Basic Details
| Fund House | Canara Robeco Mutual Fund |
| Issue Open | 09 May 2025 |
| Issue Close | 23 May 2025 |
| Type | Open-ended |
| Category | Hybrid: Multi Asset Allocation |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | For units in excess of 12% of the investment, 1% will be charged for redemption within 365 days |
| Riskometer | Very High |
| Benchmark | BSE 200 TRI (65), NIFTY Short Duration Index (20), Domestic Prices of Gold (10), Domestic Prices of Silver (5) |
About Benchmark Index for this NFO?
Fund Managers of Canara Robeco Multi Asset Allocation Fund
1) Amit Kadam
Education: Mr. Kadam is a BE (Electronics), MMS (Finance)
Experience: Prior to joining Canara Robeco Asset Management Company Ltd he has worked with LIC Mutual Fund Asset Management Ltd, Sykes and Ray Equities (I) Ltd.
2) Ennette Fernandes
Education: Ms. Fernandes is B.com & PGDBM
Experience: Prior to joining Canara Robeco Mutual Fund she has worked with Tata Asset Management Limited and Philip Capital (India) Pvt. Ltd.
3) Kunal Jain
Education: Mr. Jain is a B.Com and MBA (Marketing).
Experience: Prior to joining Canara Robeco Mutual Fund, he has worked with PGIM India Mutual Fund, Indiabulls AMC Ltd. as Fund Manager, LIC Nomura AMC Ltd. as Fund manager and Kotak Mahindra AMC Ltd. as Fixed Income Dealer.
AMC
Canara Robeco Asset Management Company Ltd
Address: 4th Floor – Construction House, 5 – Walchand Hirachand Marg, Mumbai – 400001
Website: http://www.canararobeco.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Canara Robeco Multi Asset Allocation Fund @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[A] Benchmark Performance of BSE 200 TRI (65), NIFTY Short Duration Index (20), Domestic Prices of Gold (10), Domestic Prices of Silver (5)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance:
X
[B] Performance Review of the Fund Managers of this NFO
Past Performance of Amit Kadam
| Fund | Canara Robeco Conservative Hybrid Fund | It’s Benchmark | Canara Robeco Focused Equity Fund | It’s Benchmark |
| 1 Year | 10.16 | 9.73 | 9.78 | 5.20 |
| 3 Year | 9.57 | 9.30 | 17.11 | 15.25 |
| 5 Year | 10.91 | 9.63 | — | — |
| 7 Year | 10.03 | 9.00 | — | — |
| 10 Year | 9.16 | 8.84 | — | — |
As on 03-05-2025
Past Performance of Ennette Fernandes
| Fund | Canara Robeco Equity Hybrid Fund | It’s Benchmark | Canara Robeco Balanced Advantage Fund | It’s Benchmark |
| 1 Year | 8.49 | 6.12 | — | — |
| 3 Year | 13.28 | 13.84 | — | — |
| 5 Year | 17.16 | 19.52 | — | — |
| 7 Year | 12.67 | 12.83 | — | — |
| 10 Year | 12.14 | 12.56 | — | — |
As on 03-05-2025
Past Performance of Kunal Jain
| Fund | Canara Robeco Gilt Fund | It’s Benchmark | Canara Robeco Income Fund | It’s Benchmark |
| 1 Year | 11.36 | 13.39 | 9.53 | 9.42 |
| 3 Year | 7.62 | 9.38 | 6.45 | 7.49 |
| 5 Year | 5.92 | 7.10 | 5.40 | 5.77 |
| 7 Year | 7.09 | 8.85 | 6.47 | 6.53 |
| 10 Year | 7.32 | 8.34 | 6.48 | 6.53 |
As on 03-05-2025
Note on Fund Managers’ performance
X
[C] Conclusion
X
Is it good to invest in Canara Robeco Multi Asset Allocation Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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