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Canara Robeco Emerging Equities - Regular Plan - Growth Option

Fund House: Canara Robeco Mutual Fund
Invest in this Scheme
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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 23,165.18 Cr As on 31-03-2025(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.
NAV as on 09-05-2025

236.64

-2.33 (-0.9846%)

CAGR Since Inception

16.98%

Benchmark: 15.94%

PERFORMANCE

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This Scheme
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NIFTY Large Midcap 250 TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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 14.82
Sharpe Ratio 0.65
Alpha -1.4
Beta 0.93
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 10.27 20.27 17.19 24.25 15.5
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 15.34 28.77 23.39 25.24 14.68
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 12.74 26.23 21.79 26.45 15.36
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.14 26.04 22.68 30.52 14.94
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 11.93 25.87 22.08 29.36 13.24
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 11.57 28.47 26.2 28.95 -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 11.57 20.2 16.44 25.8 11.35
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 11.5 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 11.41 - - - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 11.37 25.66 21.45 27.83 12.27

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

15.99%

Others

2.45%

Large Cap

41.46%

Mid Cap

40.1%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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