Canara Robeco Emerging Equities Fund Review

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 Date1 Day1 Week1 Month3 Months6 Months1Year3Year5Year7 Year
Scheme
(Direct Plan)

43.93
0.763.295.5116.0736.1270.1628.0020.4721.08
Scheme Performance(Regular Plan)
42.56
0.763.285.4115.7135.2968.13 26.5119.0219.72
Nifty Large Midcap 250 TRI39.730.933.175.7815.7828.6559.7022.2617.4514.93
as on October 15th

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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