Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Fund House: Canara Robeco Mutual Fund
Category: Equity: Small Cap
Launch Date: 05-02-2019
Asset Class: Equity
Benchmark: NIFTY Smallcap 250 TRI
TER: 1.71% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,084.44 Cr As on 31-03-2025(Source:AMFI)
Turn over: 21% | Exit Load: 1% if redeemed / switched out within 365 days from the date of allotment. Nil - if redeemed / switched out after 365 days from the date of allotment.

35.31

22.7%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Smallcap 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 5 Months
5 Years 5 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.4
Sharpe Ratio 0.35
Alpha -2.64
Beta 0.77
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 Small Cap Fund - Regular Plan - Growth Option 05-02-2019 3.81 21.02 12.5 33.98 -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 17.31 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 01-02-2020 15.97 41.73 24.54 35.17 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 12.65 32.3 21.18 32.75 -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 10.38 24.27 13.99 - -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 10.38 24.15 16.08 29.59 17.22
LIC MF Small Cap Fund-Regular Plan-Growth 15-06-2017 9.78 26.11 16.65 31.8 -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 9.32 34.34 22.85 28.62 -
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 9.26 28.18 17.52 34.9 -
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 7.87 24.52 19.53 33.94 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

67.06%

Others

4.05%

Large Cap

11.69%

Mid Cap

17.2%

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