Canara Robeco Emerging Equities - Regular Plan - Growth Option

Fund House: Canara Robeco Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.61% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 24,108.41 Cr As on 31-10-2024(Source:AMFI)
Turn over: 58% | Exit Load: 1% - if redeemed/switched out within 18 months from the date of allotment. NIL- if redeemed/switched out after 18 months from the date of allotment. W.e.f: 03/06/2016. Entry Load : Nil, 1% - if redeemed/switched out within 1 year from the date of allotment. NIL- if redeemed/switched out after 1 year from the date of allotment.

261.88

17.98%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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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
2 Years 6 Months
9 Years 3 Months
9 Years 6 Months
14 Years 10 Months
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 13.07
Sharpe Ratio 0.65
Alpha -1.53
Beta 0.89
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 - Growth Option 05-03-2005 34.29 25.06 18.08 22.46 16.79
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 49.93 40.72 28.41 27.06 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 45.09 33.72 24.33 22.23 15.96
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 44.45 33.58 22.87 22.79 -
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 38.26 32.8 26.05 24.45 15.83
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 36.92 28.82 20.72 - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 36.34 31.23 23.34 24.65 14.16
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 36.2 30.31 22.73 22.71 12.67
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 35.03 26.3 18.71 20.2 -
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 33.6 26.93 20.54 22.56 15.02

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

15.53%

Others

1.85%

Large Cap

44.84%

Mid Cap

37.68%

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