Canara Robeco Emerging Equities - Regular Plan - Growth Option

Fund House: Canara Robeco Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.62% 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.

245.13

17.23%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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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
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 14.85
Sharpe Ratio 0.47
Alpha -1.81
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 - Regular Plan - Growth Option 05-03-2005 14.3 24.76 15.73 25.25 15.44
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 20.25 33.9 21.79 26.3 14.82
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 15.16 29.37 20.41 26.81 15.07
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 14.22 32.9 24.35 29.46 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 14.21 29.63 21.14 29.75 13.26
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 13.83 26.22 15.22 24.06 14.14
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 13.71 29.45 19.92 28.05 12.15
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 13.35 27.13 18.52 26.98 15.25
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 13.35 28.93 21.1 30.56 14.78
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 12.66 32.56 23.08 29.67 14.74

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%

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