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Canara Robeco Emerging Equities-Regular Plan - DIVIDEND

Category: Equity: Large and Mid Cap
Launch Date: 11-03-2005
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.98% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,032.55 Cr As on (31-08-2018)
Turn over: 70%
NAV as on 12-10-2018

42.34

1.01 (2.3855%)

CAGR Since Inception

16.34%

S&P BSE 200 TRI 11.72%

PERFORMANCE of Canara Robeco Emerging Equities-Regular Plan - DIVIDEND

Scheme Performance (%)

Data as on - 12-10-2018

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 - DIVIDEND

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 - DIVIDEND

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Emerging Equities-Regular Plan - DIVIDEND 17.88 1.26 2.82 1.27 - -
Equity: Large and Mid Cap - - - - - -

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

Period
Data as on - 12-10-2018
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 - DIVIDEND 11-03-2005 -6.09 7.95 10.75 27.96 23.92
Invesco India Growth Opportunities Fund - Growth 09-08-2007 1.0 11.21 10.85 17.07 16.37
Sundaram Large and Midcap Growth 27-02-2007 0.65 10.71 11.13 18.49 13.77
HDFC Growth Opportunities Fund - Regular Growth Plan 18-02-1994 -1.04 5.97 6.33 9.31 11.74
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 26-05-2005 -1.12 5.87 8.91 17.75 16.62
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 -1.59 7.28 8.08 14.62 14.87
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 -3.22 6.22 9.79 13.62 15.0
Franklin India Equity Advantage Fund - Growth Plan 02-03-2005 -3.5 4.63 6.06 16.33 16.68
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 -3.63 10.03 15.26 28.98 0.0
IDFC Core Equity Fund-Regular Plan-Growth 09-08-2005 -4.22 7.35 11.31 13.33 12.83

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

Asset Allocation (%)

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