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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 11.5% | 23.1% | 15.8% | 20.5% | ||||
Category Average | 17.5% | 27.6% | 16.1% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
ICICI Bank | Banks | Equity | 6.14% |
HDFC Bank | Banks | Equity | 5.96% |
Reliance Industr | Refineries | Equity | 3.66% |
Infosys | IT - Software | Equity | 3.24% |
Uno Minda | Auto Ancillaries | Equity | 2.93% |
Max Healthcare | Healthcare | Equity | 2.89% |
Cholaman.Inv.&Fn | Finance | Equity | 2.81% |
Bharat Electron | Electronics | Equity | 2.8% |
Bajaj Finance | Finance | Equity | 2.46% |
St Bk of India | Banks | Equity | 2.37% |
Indian Hotels Co | Hotels & Restaurants | Equity | 2.17% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 2.16% |
Axis Bank | Banks | Equity | 2.06% |
Bharti Airtel | Telecomm-Service | Equity | 1.97% |
Trent | Retail | Equity | 1.91% |
Max Financial | Finance | Equity | 1.86% |
UltraTech Cem. | Cement | Equity | 1.85% |
Hind. Unilever | FMCG | Equity | 1.85% |
Polycab India | Cables | Equity | 1.76% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 1.72% |
Ashok Leyland | Automobile | Equity | 1.7% |
TVS Motor Co. | Automobile | Equity | 1.66% |
Federal Bank | Banks | Equity | 1.66% |
AIA Engineering | Castings, Forgings & Fastners | Equity | 1.53% |
Oberoi Realty | Realty | Equity | 1.52% |
P I Industries | Agro Chemicals | Equity | 1.48% |
Mphasis | IT - Software | Equity | 1.46% |
Abbott India | Pharmaceuticals | Equity | 1.45% |
Navin Fluo.Intl. | Chemicals | Equity | 1.41% |
Bharat Forge | Castings, Forgings & Fastners | Equity | 1.38% |
Titan Company | Diamond, Gems and Jewellery | Equity | 1.37% |
A B B | Capital Goods - Electrical Equipment | Equity | 1.31% |
Atul | Chemicals | Equity | 1.21% |
CreditAcc. Gram. | Finance | Equity | 1.21% |
TCS | IT - Software | Equity | 1.19% |
Sona BLW Precis. | Auto Ancillaries | Equity | 1.18% |
Vinati Organics | Chemicals | Equity | 1.15% |
APL Apollo Tubes | Steel | Equity | 1.14% |
Century Textiles | Paper | Equity | 1.06% |
Maruti Suzuki | Automobile | Equity | 1.03% |
Blue Dart Expres | Logistics | Equity | 1% |
Tata Consumer | Plantation & Plantation Products | Equity | 0.96% |
Schaeffler India | Bearings | Equity | 0.94% |
Page Industries | Readymade Garments/ Apparells | Equity | 0.92% |
Kotak Mah. Bank | Banks | Equity | 0.92% |
Gujarat Gas | Miscellaneous | Equity | 0.85% |
Sundram Fasten. | Auto Ancillaries | Equity | 0.81% |
Interglobe Aviat | Air Transport Service | Equity | 0.81% |
The Ramco Cement | Cement | Equity | 0.79% |
Bharat Dynamics | Capital Goods-Non Electrical Equipment | Equity | 0.69% |
Avenue Super. | Retail | Equity | 0.68% |
City Union Bank | Banks | Equity | 0.66% |
Honeywell Auto | Electronics | Equity | 0.66% |
Kansai Nerolac | Paints/Varnish | Equity | 0.6% |
Kajaria Ceramics | Ceramic Products | Equity | 0.59% |
TCI Express | Logistics | Equity | 0.58% |
Voltas | Consumer Durables | Equity | 0.55% |
Jio Financial | Finance | Equity | 0.36% |
Whirlpool India | Consumer Durables | Equity | 0.34% |
Jubilant Food. | Quick Service Restaurant | Equity | 0.27% |
3M India | Diversified | Equity | 0.26% |
Dr Lal Pathlabs | Healthcare | Equity | 0.19% |
Aditya Bir. Fas. | Retail | Equity | 0.17% |
Sectors | Asset |
---|---|
Banks | 21.34% |
Finance | 7.1% |
IT-Software | 5.77% |
Auto Components | 5.75% |
Industrial Products | 5.69% |
Petroleum Products | 3.88% |
Chemicals & Petrochemical | 3.56% |
Aerospace & Defense | 3.43% |
Pharmaceuticals & Biotech | 3.28% |
Consumer Durables | 3.27% |
Debt | 3.14% |
Healthcare Services | 2.85% |
Cement & Cement Products | 2.7% |
Retailing | 2.63% |
Automobiles | 2.62% |
Leisure Services | 2.29% |
Construction | 2.14% |
Telecom-Services | 2.05% |
Diversified FMCG | 1.9% |
Agricultural, Commercial | 1.86% |
Transport Services | 1.74% |
Insurance | 1.62% |
Realty | 1.52% |
Fertilisers & Agrochemica | 1.47% |
Electrical Equipments | 1.37% |
Gas | 1.18% |
Paper, Forest & Jute Prod | 1.11% |
Agricultural Food & other | 0.98% |
Textiles & Apparels | 0.86% |
Industrial Manufacturing | 0.71% |
Diversified | 0.16% |
Cash & Others | 0.03% |
Advance Ratio
Exit Load
Exit Load | 1.00% - 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. |
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Fund Objective
Canara Robeco Mutual Fund offers an equity mutual fund scheme called Canara Robeco Emerging Equities Fund Direct-Growth. On January 1, 2013, this fund was opened for investors. Shridatta Bhandwaldar is in charge of the management of the fund. In the long term, the fund may outpace inflation.
The fund has an investment allocation of 96.61% in domestic equities, with 43.01% of those holdings comprising large-cap companies, 28.67% of those holdings comprising mid-cap stocks, and 5.35% of those holdings comprising small-cap stocks. The scheme’s objective is capital growth, which will be achieved via a spread of investments in both big and mid-cap firms.
Pros & Cons
Pros | Cons |
---|---|
3 year, 5 year, 10 year returns higher than category average | 1 year annualised returns lower than category average |
Suitable for long-term | Not suitable for short-term |
Low expense ratio |
Who should invest in Canara Robeco Emerging Equities Fund?
- Investors that have a time horizon of at least 5 years may consider investing in this scheme via both lump sum investments and systematic investment plans (SIPs). These investors should, at the same time, be prepared to face the chance that their assets would sustain modest losses.
- If you want the stability of big-caps and the growth potential of mid-caps in the same stock basket, a top-performing actively-managed fund from the ‘large and mid-cap category like this can be an excellent choice.
What are the benefits of investing in the Canara Robeco Emerging Equities?
- As a result of SEBI’s mutual fund re-categorisation operation in 2018, a new category of mutual funds known as “emerging equities’ ‘ was created, and Canara Robeco Emerging Equities is one of the best-performing funds in this space.
- Over the last several years, Canara Robeco Emerging Equities has produced superior returns compared to its competitors. According to the BusinessLine Portfolio Star Track MF Ratings, it has been given a perfect score of 5 stars.
- Based on the cumulative quarterly outperformance in the category, the fund has a high ranking. A portfolio manager’s ability to outperform a certain benchmark in terms of return is measured using the information ratio. The fund’s information ratio places it in the top two or three in its category.
Fund Managers
Shridatta Bhandwaldar - CEO
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.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
HDFC Large and Mid Cap Fund – Direct Growth- Equity .
- Large & Mid Cap .
-
- 11,197
-
23.9%Fund Size - 11,197
-
31.6%Fund Size - 11,197
-
17.7%Fund Size - 11,197
-
ICICI Pru Large & Mid Cap Fund – Direct Growth- Equity .
- Large & Mid Cap .
-
- 9,364
-
20.2%Fund Size - 9,364
-
31.1%Fund Size - 9,364
-
17.2%Fund Size - 9,364
-
SBI Large & Midcap Fund – Direct Growth- Equity .
- Large & Mid Cap .
-
- 14,682
-
20.1%Fund Size - 14,682
-
29.1%Fund Size - 14,682
-
17.3%Fund Size - 14,682
-
UTI-Core Equity Fund – Direct Growth- Equity .
- Large & Mid Cap .
-
- 1,925
-
21.5%Fund Size - 1,925
-
28.6%Fund Size - 1,925
-
15.1%Fund Size - 1,925
-
Bandhan Core Equity Fund – Direct Growth- Equity .
- Large & Mid Cap .
-
- 2,846
-
23.8%Fund Size - 2,846
-
27.5%Fund Size - 2,846
-
15.7%Fund Size - 2,846
AMC Contact Details
Frequently Asked Questions
How to invest in Canara Robeco Emerging Equities – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Canara Robeco Emerging Equities – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Canara Robeco Emerging Equities – Direct Growth ?
How to redeem Canara Robeco Emerging Equities – Direct Growth holding ?
What is the minimum sip amount of Canara Robeco Emerging Equities – Direct Growth?
What are the top sectors Canara Robeco Emerging Equities – Direct Growth has invested in?
- Banks - 21.34%
- Finance - 7.1%
- IT-Software - 5.77%
- Auto Components - 5.75%
- Industrial Products - 5.69%
Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Emerging Equities – Direct Growth?
How much returns have Canara Robeco Emerging Equities – Direct Growth generated ?
What is the expense ratio of Canara Robeco Emerging Equities – Direct Growth ?
What is the AUM of Canara Robeco Emerging Equities – Direct Growth?
What are the top stock holdings of Canara Robeco Emerging Equities – Direct Growth?
- ICICI Bank - 6.14%
- HDFC Bank - 5.96%
- Reliance Industr - 3.66%
- Infosys - 3.24%
- Uno Minda - 2.93%
How can I redeem my investments in Canara Robeco Emerging Equities – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Emerging Equities – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for Canara Robeco Emerging Equities – Direct Growth?
No, there is no lock in period for Canara Robeco Emerging Equities – Direct Growth.