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Canara Robeco Balanced Advantage Fund - Direct Plan - Growth Option

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
61
Jul 2026
Equity Holdings
₹851.82 Cr
Equity only, excl. debt & cash
AAUM
₹1,142.90 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.7%
Diversified
Top 10 Weight
33.8%
Diversified
Changes
57
0 new · 0 exits
Top Sector
Banks
17.2% of portfolio
Launch Date
12 Jul 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,142.90 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Eternal Limited saw the biggest increase — now at 2.72% of the portfolio. HDFC Bank Limited was trimmed the most, now at 5.66%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 17.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 17.5% 17.7% +0.2%
Finance 6.6% 6.9% +0.4%
Petroleum Products 5.7% 5.7% 0.0%
Retailing 3.4% 4.9% +1.5%
IT - Software 4.4% 3.9% -0.4%
Telecom - Services 3.2% 3.2% +0.1%
Construction 3.7% 3.1% -0.7%
Automobiles 2.8% 2.9% +0.1%
Auto Components 2.6% 2.6% +0.1%
Consumer Durables 2.5% 2.6% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 17.7% 17.2% -0.5%
Finance 6.9% 7.2% +0.3%
Petroleum Products 5.7% 5.5% -0.2%
Retailing 4.9% 5.5% +0.6%
IT - Software 3.9% 4.6% +0.7%
Telecom - Services 3.2% 3.5% +0.3%
Automobiles 2.9% 3.1% +0.3%
Construction 3.1% 3.0% -0.1%
Pharmaceuticals & Biotechnology 2.4% 2.7% +0.4%
Auto Components 2.6% 2.7% +0.1%
Biggest Add
Eternal Limited
+0.37% · now 2.72%
Biggest Trim
HDFC Bank Limited
-0.30% · now 5.66%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 38 Increased ↓ 19 Decreased
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹30.25 Cr
Retailing 2.35% 2.72% +0.37%
2
Infosys Limited
₹25.20 Cr
IT - Software 1.98% 2.27% +0.29%
3
Divi's Laboratories Limited
₹16.64 Cr
Pharmaceuticals & Biotechnology 1.21% 1.50% +0.29%
4
ICICI Bank Limited
₹55.98 Cr
Banks 4.77% 5.04% +0.27%
5
Bharti Airtel Limited
₹38.69 Cr
Telecom - Services 3.23% 3.48% +0.25%
6
Mahindra & Mahindra Limited
₹23.30 Cr
Automobiles 1.87% 2.10% +0.23%
7
Bajaj Finance Limited
₹19.40 Cr
Finance 1.52% 1.75% +0.23%
8
Tech Mahindra Limited
₹12.72 Cr
IT - Software 0.96% 1.14% +0.18%
9
Info Edge (India) Limited
₹8.09 Cr
Retailing 0.57% 0.73% +0.16%
10
United Spirits Limited
₹10.76 Cr
Beverages 0.85% 0.97% +0.12%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹62.88 Cr
Banks 5.96% 5.66% -0.30%
2
Indian Bank
₹4.52 Cr
Banks 0.68% 0.41% -0.27%
3
Reliance Industries Limited
₹50.74 Cr
Petroleum Products 4.79% 4.57% -0.22%
4
Axis Bank Limited
₹28.52 Cr
Banks 2.77% 2.57% -0.20%
5
Varun Beverages Limited
₹12.61 Cr
Beverages 1.29% 1.14% -0.15%
6
KEI Industries Limited
₹8.50 Cr
Industrial Products 0.92% 0.77% -0.15%
7
Larsen & Toubro Limited
₹32.89 Cr
Construction 3.07% 2.96% -0.11%
8
Angel One Limited
₹10.43 Cr
Capital Markets 1.03% 0.94% -0.09%
9
CG Power and Industrial Solutions Limited
₹9.71 Cr
Electrical Equipment 0.95% 0.87% -0.08%
10
Coal India Limited
₹17.27 Cr
Consumable Fuels 1.63% 1.56% -0.07%

What Stocks Does This Fund Hold?

61 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹62.88 Cr
Banks
5.66%
2
₹55.98 Cr
Banks
5.04%
3
₹50.74 Cr
Petroleum Products
4.57%
4
₹38.69 Cr
Telecom - Services
3.48%
5
₹32.89 Cr
Construction
2.96%
6
₹30.25 Cr
Retailing
2.72%
7
₹28.52 Cr
Banks
2.57%
8
₹25.17 Cr
Banks
2.27%
9
₹25.20 Cr
IT - Software
2.27%
10
₹24.61 Cr
Finance
2.22%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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