Canara Robeco Emerging Equities - Direct Plan - Growth Option

Fund House: Canara Robeco Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 10-01-2013
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 0.57% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 24,040.58 Cr As on 30-04-2025(Source:AMFI)
Turn over: 58% | Exit Load: 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

287.88

20.71%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
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
0 Years 0 Months
1 Years 4 Months
1 Years 8 Months
4 Years 11 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 14.84
Sharpe Ratio 0.73
Alpha -0.3
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 - Direct Plan - Growth Option 10-01-2013 12.58 24.2 20.71 26.68 17.13
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 20.63 34.45 31.12 31.56 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 16.79 31.6 26.11 26.56 15.1
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.25 28.25 24.47 29.6 13.58
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.04 27.67 24.41 30.65 15.28
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 11.99 - - - -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 11.79 22.07 17.64 25.95 11.5
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 11.42 22.92 19.42 25.27 15.8
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 11.07 - - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 10.42 27.61 23.65 26.89 15.45

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

15.4%

Others

2.05%

Large Cap

39.72%

Mid Cap

43.06%

Feedback
Notification