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Canara Robeco Emerging Equities - Direct Plan - Growth Option

Fund House: Canara Robeco Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 10-01-2013
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 0.61% As on (31-03-2025)
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 02-05-2025

275.38

-0.72 (-0.2615%)

CAGR Since Inception

20.4%

Benchmark: 16.02%

PERFORMANCE

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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
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 14.86
Sharpe Ratio 0.54
Alpha -0.72
Beta 0.94
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 10.44 23.57 17.03 24.75 16.87
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.72 30.77 21.99 24.34 14.8
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 10.62 27.31 21.5 29.21 15.07
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 9.89 27.2 20.48 25.19 15.23
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 9.79 21.34 14.62 24.33 11.34
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 9.67 - - - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 9.43 27.45 20.18 26.6 12.22
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 9.4 27.1 21.07 28.15 13.31
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 9.3 22.29 15.77 23.34 15.56
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 9.16 25.2 19.11 25.73 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

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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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