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Canara Robeco Emerging Equities - Regular Plan - GROWTH

Category: Equity Funds Mid and Small Cap
Launch Date: 11-03-2005
Asset Class: Equity
Benchmark: Nifty Free Float Midcap 100 Index
Expense Ratio: 2.36% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 2,410.49 Cr As on (30-09-2017)
Turn over: 0.82
NAV as on 16-02-2018

93.73

-0.79 (-0.8428%)

CAGR Since Inception

18.87%

Nifty Free Float Midcap 100 Index 18.13%

PERFORMANCE of Canara Robeco Emerging Equities - Regular Plan - GROWTH

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Mr. Ravi Gopalakrishnan, Mr. Kartik Mehta

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.

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.

RETURNS CALCULATOR for Canara Robeco Emerging Equities - Regular Plan - GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Canara Robeco Emerging Equities - Regular Plan - GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Emerging Equities - Regular Plan - GROWTH 17.89 0.86 2.84 1.07 - -
Equity Funds Mid and Small Cap - - - - - -

PEER COMPARISION of Canara Robeco Emerging Equities - Regular Plan - GROWTH

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Emerging Equities - Regular Plan - GROWTH 11-03-2005 29.77 33.97 17.35 29.46 16.51
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 52.02 41.94 25.52 36.52 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 46.67 41.05 21.37 24.28 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 43.56 41.43 22.65 35.71 0.0
L&T Emerging Businesses Fund - Regular Plan - Growth 12-05-2014 39.62 44.5 24.13 0.0 0.0
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 36.54 36.56 14.31 21.87 0.0
Edelweiss Mid and Small Cap Fund - Regular Plan - Growth Option 26-12-2007 33.76 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Pure Value Fund - Growth Option 27-03-2008 33.49 37.23 18.9 29.6 0.0
HSBC Midcap Equity Fund - Growth 19-05-2005 31.88 35.63 17.21 27.24 9.6
Aditya Birla Sun Life Small & Midcap Fund - GROWTH 31-05-2007 30.95 37.61 20.17 27.63 14.43

PORTFOLIO ANALYSIS of Canara Robeco Emerging Equities - Regular Plan - GROWTH

Asset Allocation (%)

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