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.

239.9

17.11%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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Gold
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PPF
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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 12.58 23.07 14.36 24.27 14.87
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 17.45 31.91 20.23 25.27 14.21
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 13.74 27.76 18.78 25.93 14.62
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 13.3 25.22 13.8 23.26 13.6
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 12.73 30.98 22.42 28.06 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.55 28.1 19.73 29.74 14.37
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.46 28.43 19.36 28.46 12.79
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 12.09 28.05 18.24 27.12 11.74
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 12.08 25.94 17.07 26.24 14.78
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 11.45 31.16 21.36 28.67 14.22

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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