Canara Robeco Emerging Equities - Regular Plan - IDCW (Payout/Reinvestment)

Fund House: Canara Robeco Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 11-03-2005
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
TER: 1.63% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 20,816.29 Cr As on (31-03-2024)
Turn over: 44% | Exit Load: Exit load of 1% if redeemed within 1 year

76.27

16.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 0 Months
11 Years 6 Months
15 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation by primarily investing in diversified mid cap stocks that have a potential to emerge as the bigger corporates with higher performance. For the Purpose of this fund, mid & small companies are defined as those which are ranked from 151 to 500 on the basis of market capitalisation.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio 1.26
Alpha 2.82
Beta 1.27
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Canara Robeco Emerging Equities - Regular Plan - IDCW (Payout/Reinvestment) 11-03-2005 34.1 16.33 18.58 17.02 20.23
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 61.87 27.89 30.17 25.39 22.54
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 54.41 28.52 26.16 19.78 16.55
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 53.04 29.36 26.4 - -
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 50.25 19.94 24.25 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 47.98 22.68 21.62 17.12 16.67
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 47.92 25.09 27.07 20.46 14.86
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 46.41 23.07 23.37 17.66 15.23
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 45.97 21.29 21.39 17.74 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 45.94 24.45 24.26 18.72 15.31

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.24%

Others

4.03%

Large Cap

51.61%

Mid Cap

36.12%

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