In an effort to provide investors with a stable and diversified investment vehicle during uncertain economic cycles, Canara Robeco Mutual Fund has announced the launch of the Canara Robeco Multi Asset Allocation Fund. This open-ended scheme strategically blends equity, debt, and precious metal ETFs (gold and silver), targeting both capital appreciation and risk mitigation. The New Fund Offer (NFO) opens on May 9, 2025, and closes on May 23, 2025, with reopening set on or before June 6, 2025.
With a portfolio composition of 65–80% equity, 10–25% debt, and 10–25% gold/silver ETFs, the fund seeks to navigate volatile markets using active allocation based on macroeconomic indicators, earnings momentum, and equity risk premium. The inclusion of REITs and InvITs further enhances asset class diversity.
Financial planners in the city expect cautious but growing interest among middle-income investors aiming to hedge against downside risks while staying invested in growth assets. The fund will be managed by Amit Kadam, Ennette Fernandes, and Kunal Jain and benchmarked against a custom composite index.
