Canara Robeco Small Cap Fund

Equity | Small Cap Mutual Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹5,000 0.47 % 5★ ₹4,831 4 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹5,000 0.47 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹4,831 Cr 4 Years
Rating Fund Size Fund Age

Scheme Objective

Canara Robeco Mutual Fund’s Canara Robeco Small Cap Fund Direct – Growth is an Equity mutual fund. Ajay Khandelwal and Shridatta Bhandwaldar are the fund managers for this scheme, which began operations on January 25, 2019. Over the last year, investors in the Canara Robeco Small Cap Fund Direct have had growth gains of 2.88%. It has had an average yearly return of 28.16% since its inception. The fund has consistently doubled investors’ money every 3 years.

The majority of the fund’s holdings are invested in companies with small market caps, to generate capital appreciation. In addition to debt securities and money market instruments, the fund may also have exposure to other stock and derivatives connected to equity.

Pros & Cons

Pros Cons

Generates Reliable Returns

Not for short term investment

Consistently surpasses the benchmark

Reduced volatility in category

How to invest in Canara Robeco Small Cap Fund?

5paisa makes it easier to invest in the Canara Robeco Small Cap Fund by streamlining the procedure. The process is rapid and does not need any paperwork. Follow the simple steps outlined below:

What is the expense ratio of the Canara Robeco Small Cap Fund?

The expense ratio refers to the annual fees you pay for the management of your assets to the mutual fund firm. Fund returns are diminished by the Expense Ratio, which is represented as a percentage of Assets Under Management (AUM). A fund with a lower expense ratio is better since a lesser proportion of its earnings will be deducted. As a result, your returns will increase.

Who should invest in Canara Robeco Small Cap Fund?

Only if you are willing to accept considerable volatility, have the willingness for extremely high risk, and have an investment time horizon of more than 10 years should you consider investing any part of your wealth-creation efforts in the Canara Robeco Small Cap Fund.

What are the benefits of investing in the Canara Robeco Small Cap Fund?

The Canara Robeco Small Cap Fund has not only been the best-performing small-cap fund during the last year but also the previous 3 years. Within a year, investors have seen returns of 55.76%, and within 3 years, investors have seen returns of 33.76%. The scheme’s benchmark returned 31.20% after one year and 19.79% after three years. Both categories averaged x% and x% within the given time frame.

Scheme Performance

Returns and Ranks ( as on 21 March 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 0.8% 45.2% - 25.0%
Category Average -4.3% 44.5% 7.7% -

Scheme Allocation

Holding
Sector
Asset
Cera Sanitary.
2.76%
KEI Industries
2.57%
Equitas Sma. Fin
2.4%
City Union Bank
2.32%
UltraTech Cem.
2.05%
Others
87.9%
Industrial Products
8.5%
Consumer Durables
8.39%
Capital Markets
8.07%
Banks
7.83%
Finance
6.21%
Others
61%
Equity
94.65%
Reverse Repos
5.85%
Net Curr Ass/Net Receivables
-0.5%

Fund House Details

Canara Robeco Mutual Fund

Canara Robeco Small Cap Fund

Fund Manager
Shridatta Bhandwaldar

Exit Load

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.

Advance Ratio

0 0.92 0.7 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

Peer Comparison

AMC Contact Details

Canara Robeco Mutual Fund
AUM:
60,547 Cr
Address:
Construction House,4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
Contact:
+91 22 66585000
Email ID:
crmf@canararobeco.com

Frequently Asked Questions

You can invest in Canara Robeco Small Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Canara Robeco Small Cap Fund 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"
The Canara Robeco Small Cap Fund has delivered 25.0% since inception
The NAV of Canara Robeco Small Cap Fund is ₹25.0 as of 21 March 2023.
The expense ratio of Canara Robeco Small Cap Fund is 0.47 % as of 21 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now