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Canara Robeco Equity Diversified - Regular Plan - Growth

Category: Equity Funds Diversified
Launch Date: 16-09-2003
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.45% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 863.6 Cr As on (30-04-2018)
Turn over: 83%
NAV as on 21-05-2018

123.3

-1.42 (-1.1517%)

CAGR Since Inception

18.65%

S&P BSE 200 13.87%

PERFORMANCE of Canara Robeco Equity Diversified - Regular Plan - Growth

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Ravi Gopalakrishnan, Mr.. Shridatta Bhandwaldar

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 aims to generate capital appreciation by investing in equity and equity related securities. The scheme would follow bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Being an open-ended scheme, some portion of the portfolio may be invested in money market instruments so as to meet the normal repurchase requirements.

RETURNS CALCULATOR for Canara Robeco Equity Diversified - 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 Equity Diversified - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Equity Diversified - Regular Plan - Growth 15.82 0.31 -1.79 1.08 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Canara Robeco Equity Diversified - Regular Plan - Growth

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Equity Diversified - Regular Plan - Growth 16-09-2003 12.41 19.68 8.86 14.3 12.13
Axis Focused 25 Fund - Growth Option 29-06-2012 20.47 24.44 15.04 17.31 0.0
Axis Bluechip Fund - Growth 05-01-2010 20.29 18.69 10.74 15.0 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 18.15 19.92 11.31 16.1 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.01 23.48 14.7 22.95 15.19
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 17.22 19.02 10.49 15.28 0.0
UTI - Equity Fund-Growth Option 01-08-2005 17.13 17.14 9.82 16.24 12.74
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 17.02 18.04 11.6 18.53 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 16.36 26.44 13.71 16.31 10.47
Aditya Birla Sun Life Special Situations Fund - Growth 31-01-2008 15.78 23.27 14.27 20.73 10.38

PORTFOLIO ANALYSIS of Canara Robeco Equity Diversified - Regular Plan - Growth

Asset Allocation (%)

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