Canara Robeco Mutual Fund

Canara Robeco Asset Management Co. Ltd. is a well-recognized name in the Nifty-Sensex list of stocks. In order to find out more, you can visit their website. The company was founded in the year 2007, and it is a subsidiary of Canara Bank. Dr. NS Rajan founded this organization, and it is headquartered in Bangalore. The company’s main objective is to take care of the investments of financial institutions and companies. This institution has a massive workforce of over 500 professionals, including directors, managers, associate managers, and employees.

Top 10 Canara Robeco Mutual Fund Schemes –

Fund Name
Category
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Canara Robeco Small Cap Fund Equity 5 3,455 13.4 40.3 -
Canara Robeco Infrastructure – Direct Growth Equity 3 240 13.7 23.8 12.1
Canara Robeco Emerging Equities – Direct Growth Equity 4 14,948 0.3 22.4 14.4
Canara Robeco Consumer Trends Fund Equity 4 925 9.5 21.9 17.2
Canara Robeco Equity Tax Saver Fund Equity 5 4,198 0.7 21.9 16.8
Canara Robeco Flexi Cap Fund Equity 4 8,339 -2.2 19 14.8
Canara Robeco Bluechip Equity Fund Equity 5 8,061 -2.2 18.1 15
Canara Robeco Equity Hybrid Fund Hybrid 4 8,306 -0.3 16.1 12.9
Canara Robeco CPO Fund Hybrid - 220 11.1 14.4 14
Canara Robeco Conservative Hybrid Fund Hybrid 5 1,161 2.6 10.3 8.9
Canara Robeco Corporate Bond Fund Debt 3 206 2.5 5.8 6.4
Canara Robeco Short Duration Fund Debt 3 569 2.4 5.5 6.2
Canara Robeco Income Fund Debt 3 127 1.1 5.5 6.3
Canara Robeco Gilt Fund Debt 3 87 1.5 5.1 5.7
Canara Robeco Dynamic Bond Fund Debt 3 122 2 5.1 5.5
Canara Robeco Savings Fund Debt 3 1,026 3.5 4.8 5.9
Canara Robeco Ultra Short Term Fund Debt 2 561 3.6 4.2 5.3
Canara Robeco Liquid Fund Debt - 1,810 4.1 3.9 5.1
Canara Robeco Liquid Fund Debt 2 1,810 4 3.8 5.1
Canara Robeco Overnight Fund Debt 2 160 3.9 3.6 -
Canara Robeco Focused Equity Fund Equity - 1,677 4.5 - -
Canara Robeco Value Fund Equity - 740 10 - -
Canara Robeco Banking and PSU Debt Fund Debt - - - - -

Canara Robeco Asset Management Company Ltd. was India’s first asset management company to receive a license to operate. Since its inception, the company has been a leader in the Indian investment industry. They are known for having a strong focus on the long-term success of their customers, offering customized portfolios and competitive fees. They do this through mutual funds, variable insurance, and unit trust products. It has over 4,000 employees. In 2015, it had a market cap of $1.77 billion.

Canara Robeco is one of India’s oldest mutual fund companies. With over seventy years of experience, they have secured a firm place in the history books of Indian financial markets. In an industry that is fraught with pitfalls and difficulties, the company has a stellar reputation that goes above and beyond the call of duty.

In the words of their Chairman and Managing Director Ravi Tikkoo, “We are not in the business of selling units. We are in the business of creating wealth.” With a wide range of services and products that take care of all investment needs, the company has made a name for itself. This company is the largest financial services provider in India. This company is better known for its RobecoSAM, a family of sustainability indices. It is the only Indian asset manager which is a member of the Global Sustainable Investment Alliance. It is currently managing more than 1.1 billion dollars.

Key Information

Mutual Fund Canara Robeco Mutual Fund
Setup Date Dec-19-1987
Incorporation Date Mar-02-1993
Sponsor Canara Bank / Robeco Groep N.V., The Netherlands
Trustee NA.
Chairman N.A.
CEO / MD Mr Rajnish Narula
CIO NA.
Compliance Officer Mr Ashutosh Vaidya
Investor Service Officer Mr M. Paparao
Assets Managed Rs. 47955.87 crore (Mar-31-2022)
Auditors M/s. S. R. Batliboi
Custodians HDFC Bank Limited / HSBC Ltd.
Registrars NA.
Address Construction House, 4th Floor, 5, Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
E-mail crmf@canararobeco.com

Canara Robeco Mutual Fund – Top Fund Managers

Mr Suman Prasad

Mr Suman Prasad has been a top Fund Manager at Canara Robeco Mutual Fund for ten years. He has managed his Mutual Fund portfolio to fantastic returns for many years. His expertise lies in the Financial Planning and Banking sectors of the economy.
He has a wide range of knowledge about the economy in general and about individual sectors within the economy. He is a very well-known personality among investors, people who are planning to invest, and financial advisers. He is known as a man of few words but is well respected and trusted by investors.

Mr Shridatta Bhandwaldar

Mr Shridatta Bhandwaldar has been leading the charge for Canara Robeco Mutual Fund, one of the most successful funds in India right now. He has been the CEO of the firm since 2008 and has been in charge of their impressive growth in the mutual fund industry. His strategies have proven to be effective time and time again, which has led to their exponential growth in assets under management. His main goal as the CEO is to grow their company to reach over $10 billion in assets under management.

Mr Miyush Gandhi

The Canara Robeco Mutual Fund has been a huge success in the last few years, and it’s because of the fund managers that lead it. Mr Miyush Gandhi is the head of the firm. He’s taken the company to a whole new level, which has proven he’s a top fund manager in his industry. What makes him so effective at his job? For one thing, he has a lot of experience. He’s worked hard to get where he is today.

He started as a surveyor and worked hard his way up the chain of command. He knows what it takes to succeed in the world of business and the fund management industry. He knows the importance of a good education and the value of hard work. He has the drive and determination to be the best he can be, and he’s not going to let anything get in his way!

Mr Cheenu Gupta

Mr Cheenu Gupta is the top-performing mutual fund manager at Canara Robeco Mutual Fund. Mr Cheenu Gupta is the best performer at Canara Robeco Mutual Fund and is very well-known in the market. Mr Cheenu Gupta is considered the best Mutual Fund Manager in the country, managing five equity mutual funds.

Mr Cheenu Gupta is the CIO at Canara Robeco Mutual Fund and is a graduate of the Indian Institute of Management. He is known to be a very skilled mutual fund manager, which is why a lot of investors are keen on investing in his mutual fund. He likes to go fishing in his spare time.

 

How Can You Invest in the Canara Robeco?

The 5Paisa platform makes it very simple to invest in Canara Robeco. 5Paisa is one of the country’s most popular investing platforms, and you may rapidly add mutual funds to your portfolio. The procedures for investing in Canara Robeco Mutual Fund online are as follows:

That’s it! This is a synopsis of the investment procedure. If your payment is successful, you will see the Canara Robeco Mutual Fund on your 5Paisa account within 3-4 working days. If you pick the SIP option, the amount you specify will be withdrawn every month on the payment date.

Types of Funds

  1. Canara Robeco Blue Chip Equity Fund

The fund invests in large-cap equity and equity-related instruments comprising 80% – 100% and the remaining 0% – 20% in other equity and equity-related instruments. Shridatta Bhandaldar and Vishal Mishra are managing the fund.

The minimum investment required in the fund is as follows:-

  • Lump sum Investment Minimum amount: INR 5,000.00 and multiples of Re.1.00 after that. Subsequent purchases: Minimum amount of INR 1000.00 and multiples of Re. 1.00 after that.
  • Systematic Investment Plan (SIP) Minimum instalment amount – INR 1,000.00 and INR 2,000.00 respectively for Monthly and Quarterly frequency respectively and multiples of Re 1.00 after that.
  • Systematic Transfer Plan (STP) / Systematic Withdrawal Plan (SWP) Minimum instalment amount – INR 1,000.00 and INR 2,000.00 respectively for Monthly and Quarterly frequency respectively and in multiples of Re 1.00 after that.

Fund’s Performance: The fund has CAGR of 11.65% since inception. The fund has delivered returns of -2.61%, 13.13%, and 12.37% for the last 1 year, 3 years, and 5 years respectively.

2. Canara Robeco Flexi Cap Fund

To increase capital by investing in stock and equity-related instruments. However, there is no guarantee that the scheme’s investment goal will be met. Shridatta Bhandaldar is managing the fund.

The minimum investment required in the fund is as follows:-

  • Lump sum Investment:  Minimum amount: INR 5,000.00, followed by multiples of ‘1.00. Subsequent purchases: A minimum of INR 1000.00 is required, followed by multiples of INR 1.00.
  • Systematic Investment Plan (SIP) Minimum instalments are INR 1,000.00 and INR 2,000.00 for monthly and quarterly frequencies, respectively, and multiples of INR 1.00 after that.
  • STP (Systematic Transfer Plan) / STP (Systematic Withdrawal Plan) (SWP) Minimum instalment amounts are INR 1,000.00 and INR 2,000.00 for monthly and quarterly frequencies, respectively, and in multiples of INR 1.00 after that.

Fund’s Performance – The fund has CAGR of 17.72% since inception. The fund has delivered -1.73%, 13.07% and 12.34% for the last 1 year, 3 years and 5 years, respectively.

3. Canara Robeco Small Cap Fund

The scheme aims to achieve capital appreciation by investing primarily in Small Cap equities. However, there is no guarantee that the scheme’s investment aim will be met. The fund is being managed by Ajay Khandelwal and Shridatta Bhandwaldar.

The minimum investment required in the fund is as follows:-

Sum total Investing: INR 5,000.00 and multiples of INR 1.00 after that. Additional Purchases: INR 1000.00 and subsequent multiples of INR 1.00

Systematic Investment Plan (SIP)/STP/SWP: Minimum monthly and quarterly instalment amounts are INR 1,000.00 and INR 2,000.00, respectively, with subsequent payments in multiples of INR 1.00.

Fund’s Performance – The fund has CAGR of 28.55% since inception. The fund has delivered returns of 15.01%, 29.42%, and 12.34% for the last 1 year and 3 years.

4. Canara Robeco Equity Tax Saver Fund 

The fund seeks to generate long-term capital appreciation by investing primarily in equities and to assist subscribers in obtaining tax benefits under Section 80 C of the Income Tax Act of 1961. However, there is no guarantee that the scheme’s investment goal will be met. Shridatta Bhandaldar and Vishal Mishra are managing the fund.

The minimum investment required in the fund is as follows:-

Investing in a lump sum Minimum amount: INR 500.00, followed by multiples of ‘1.

Purchases made after that: A minimum of INR 1000.00 is required, followed by multiples of INR 1.00.

Systematic Investment Strategy (SIP) Minimum instalment amount – For monthly frequency INR 500, followed by multiples of INR 1, INR 1000 for quarterly frequency and in multiples of INR 1 after that.

STP (Systematic Transfer Plan) / STP (Systematic Withdrawal Plan) (SWP) Minimum instalment amount -For monthly frequency -INR 500, then in multiples of INR 1 afterwards, INR 1000 for quarterly frequency and in multiples of INR 1 after that.

Fund’s Performance – The fund has CAGR of 19.68% since inception. The fund has delivered returns of -1.50%, 14.97%, and 13.66% for the last 1 year, 3 years, and 5 years respectively.

5. Canara Robeco Savings Fund

The fund seeks to create income and capital appreciation by investing in a range of short-term debt and money market instruments. However, there is no guarantee that the scheme’s investment goal will be met. Avnish Jain and Kunal Jain are managing the fund.

The minimum investment required in the fund is as follows:-

Lump sum investment purchase: INR 5,000.00 and subsequent multiples of INR 1.00. Additional Purchases: INR 1000.00 and subsequent multiples of INR 1.00

Systematic Investment Plan (SIP)/STP/SWP: Minimum monthly and quarterly instalment amounts are INR 1,000.00 and INR 2,000.00, respectively, with subsequent payments in multiples of INR 1.00.

Fund’s Performance – The fund has CAGR of 7.37% since inception. The fund has delivered returns of 3.04%, 4.92%, and 5.79% for the last 1 year, 3 years, and 5 years respectively.

6. Canara Robeco Short Duration Fund

The fund seeks to generate returns by investing in diverse debt securities and money market instruments with varying maturities and risk profiles. However, there is no guarantee that the fund’s goal will be met. Suman Prasad and Avnish Jain are managing the fund.

The minimum investment required in the fund is as follows:-

Lump sum Investment Minimum amount:  INR 5,000.00, followed by multiples of INR 1.00. Purchases made after that: A minimum of INR 1000.00 is required, followed by multiples of INR 1.00.

Systematic Investment Strategy (SIP) Minimum instalments are  INR 1,000.00 and INR 2,000.00 for monthly and quarterly frequencies, respectively, and multiples of INR 1.00 after that.

STP (Systematic Transfer Plan) / STP (Systematic Withdrawal Plan) (SWP) Minimum instalment amounts are INR 1,000.00 and INR 2,000.00 for monthly and quarterly frequencies, respectively, and in multiples of INR 1.00 after that.

Fund’s Performance – The fund has CAGR of 6.81% since inception. The fund has delivered returns of 3.04%, 4.92%, and 5.79% for the last 1 year, 3 years, and 5 years respectively.

7. Canara Robeco Gilt Fund

The fund aims to generate a risk-free return (save for interest rate risk) while maintaining capital and liquidity stability. Because this is a specialized gilt Scheme, the funds will be invested in assets defined in Section 2 of the Public Debt Act of 1944. However, there is no guarantee that the scheme’s investment objective will be met. Avnish Jain and Kunal Jain are managing the fund.

The minimum investment required in the fund is as follows:-

Total Investment Minimum amount: INR 5,000.00, followed by multiples of INR 1.00. Subsequent purchases require a minimum of INR 1000.00 and multiples of INR 1.00 afterwards.

Investment Strategy (SIP) Minimum instalments are INR 1,000.00 and INR2,000.00 for monthly and quarterly frequency, respectively, and multiples of INR 1.00 afterwards.

Systematic Transfer Plan (STP) / Systematic Withdrawal Plan (SWP) Minimum instalment amounts are’1,000.00 and’2,000.00 for monthly and quarterly frequency, respectively, and multiples of ‘1.00 afterwards.

Fund’s Performance – The fund has CAGR of 8.38% since inception. The fund has delivered returns of 1.01%, 4.79%, and 4.92% for the last 1 year, 3 years, and 5 years respectively.

8. Canara Robeco Dynamic Bond Fund

The fund’s goal is to create income through a portfolio of debt and money market assets. However, there can be no assurance that the scheme’s investment objective will be accomplished, and the fund does not promise or assure any returns. Kunal Jain and Avnish Jain are managing the fund.

The minimum investment required in the fund is as follows:-

The minimum sum is INR 5,000.00, and subsequent amounts are in multiples of INR 1.00. Subsequent purchases: A minimum of INR 1000.00 is required, followed by multiples of INR 1.00.

SIP/STP/SWP: INR 1000 for monthly frequency and multiples of INR 1.00 after that. Quarterly frequency – INR 2000 and multiples of INR 1.00 after that.

Fund’s Performance – The fund has CAGR of 7.01% since inception. The fund has delivered returns of 0.85%, 4.34%, and 4.48% for the last 1 year, 3 years, and 5 years respectively.

9. Canara Robeco Equity Hybrid Fund

The fund seeks long-term capital appreciation and income from a portfolio of equity and equity-related assets and fixed income securities (debt and money market securities). However, there is no guarantee that the scheme’s investment goal will be met. The fund is being managed by Shridatta Bhandwaldar, Avnish Jain and Ennette Fernandes.

The minimum investment required in the fund is as follows:-

INR 5,000.00 and subsequent multiples of INR 1.00 Additional Purchase: INR 1,000.00 and subsequent multiples of INR 1.00

Systematic Investment Strategy (SIP) Minimum monthly and quarterly instalment amounts are INR 1,000.00 and INR 2,000.00, respectively, with subsequent payments in multiples of INR 1.00.

STP (Systematic Transfer Plan) / STP (Systematic Withdrawal Plan) (SWP) Minimum monthly and quarterly instalment amounts are INR 1,000.00 and INR 2,000.00, respectively, with subsequent payments in multiples of INR 1.00.

Fund’s Performance – The fund has CAGR of 11.51% since inception. The fund has delivered returns of -0.98%, 11.48%, and 10.39% for the last 1 year, 3 years, and 5 years respectively.

10. Canara Robeco Conservative Hybrid Fund

The fund seeks to generate income by investing in a diverse portfolio of debt securities and money market instruments with varying maturities and a limited share of stocks and equity-related derivatives. However, there is no guarantee that the scheme’s investment goal will be met. Shridatta Bhandwaldar and Avnish Jain are managing the fund.

The minimum investment required in the fund is as follows:-

Lump sum Investment Minimum amount: INR 5,000.00, followed by multiples of INR 1.00. Purchases made after that: A minimum of INR 1000.00 is required, followed by multiples of INR 1.00.

Systematic Investment Strategy (SIP) Minimum monthly and quarterly instalment amounts are INR 1,000.00 and INR 2,000.00, respectively, with subsequent payments in multiples of INR 1.00.

STP (Systematic Transfer Plan) / STP (Systematic Withdrawal Plan) (SWP) Minimum monthly and quarterly instalment amounts are INR 1,000.00 and INR 2,000.00, respectively, with subsequent payments in multiples of INR 1.00.

Fund’s Performance – The fund has CAGR of 11.07% since inception. The fund has delivered returns of 1.82%, 8.51%, and 7.34% for the last 1 year, 3 years, and 5 years respectively.

 

Frequently Asked Questions

Canara Robeco Blue Chip Equity Fund, Canara Robeco Flexi Cap Fund, Canara Robeco Saving Fund, Canara Robeco Corporate Fund, Canara Robeco Gilt Fund, etc., are some of the popular funds offered by Canara Robeco Mutual Fund.

Investing with 5Paisa is secure and gives you access to advantages like professional management, a straightforward SIP or lump sum investment process, liquidity transparency, and more. Starting a SIP with as little as INR 500 will allow you to invest in mutual funds. The ability to select from a variety of choices

To choose the appropriate amount to invest in any mutual fund, one must first understand the risk involved and the duration of the investment, and then determine the amount that is most comfortable for them, depending on their financial goals.

Canara Bank is one of the largest banks in India, with the government owning most of the stock. The bank has nearly a century of banking experience in India, 81 million customers, and over 6100 locations. Robeco Group, founded in 1929 in Rotterdam, is a pure-play asset management firm of Canara Bank.

You can deactivate or cancel the SIP using the website or take a few simple actions using your 5Paisa account. To access the SIP area, go to Mutual Fund Order Book and click it. Then, click the Stop SIP button next to the IDFC scheme you want to stop. You may always restart your SIP after it has been interrupted.

With Canara Robeco AMC, investors can consider multiple financial assets via diverse offerings and products such as Equity Funds, Debt Funds and Hybrid Funds.

Robeco Mutual Fund, a diversified equity scheme, offers a unique combination of focused screening criteria, back-tested performance, and statistically validated, top-ranked ideas that help investors build wealth over the long term. Robeco Mutual Fund is rated five stars by Value Research and has consistently outperformed the CNX Nifty, Sensex, and BSE 200.

To start a SIP in Canara Robeco Mutual Fund Online, you must first register for an account. You can register for an account by visiting the website, calling the customer care number, or sending an email. Once you have registered for an account, you will have to provide some mandatory personal information. Based on the SIP application form, you will have to provide your PAN card number, Aadhaar card number, bank account number, and bank account details, permanent address, and mobile number. After you have provided all your personal details, you will start a SIP in Canara Robeco Mutual Fund Online.

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