Canara Robeco is 2nd oldest fund house in India. It has decent funds of which we are discussing about Canara Robeco Emerging Equities- A Large and Midcap Fund which has a long track record.
Fund Details–
- Launch Date– 11th March,2005(Regular Plan), 1st January 2013(Direct Plan)
- Benchmark– Nifty large midcap 250 total return index
- Returns since launch-18.68%(Regular Plan),24.33%(Direct Plan)
- Assets under Management-11,461 crore
- Turnover Ratio-50%
- Expense Ratio-1.88%(Regular Plan),0.62%(Direct Plan)
- Fund Manager(s)– Shridatta Bhandwaldar(Since Oct 1st,2019),Miyush Gandhi(Since 2018 April 5th)
- Fund’s Top 10 Holdings- HDFC Bank, ICICI Bank, Infosys, Reliance Industries, Bajaj Finance, SBI, Axis Bank, Max Healthcare Institute, Avenue Supermarkets, Minda Industries
1.Investment Objective- The scheme aims to derive capital appreciation from a bunch of large and midcap stocks proportionately. However there is no assurance that the scheme objective is derived.
2.Scheme Performance–
| Year To Date | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1Year | 3Year | 5Year | 7 Year | |
| Scheme (Direct Plan) | 43.93 | 0.76 | 3.29 | 5.51 | 16.07 | 36.12 | 70.16 | 28.00 | 20.47 | 21.08 |
| Scheme Performance(Regular Plan) | 42.56 | 0.76 | 3.28 | 5.41 | 15.71 | 35.29 | 68.13 | 26.51 | 19.02 | 19.72 |
| Nifty Large Midcap 250 TRI | 39.73 | 0.93 | 3.17 | 5.78 | 15.78 | 28.65 | 59.70 | 22.26 | 17.45 | 14.93 |
Please note- As benchmark performance remains same, we are enclosing scheme performances of direct plans and regular plans at a glance.
Compare them and take a decision to invest in this scheme or not! Take the help of your financial advisor if you are in a dilemma to invest in this scheme or not!
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