Canara Robeco Emerging Equities - Regular Plan - GROWTH
Fund Manager: Shridatta Bhandwaldar,Miyush Gandhi |
Equity: Large and Mid Cap |
NIFTY LARGE MIDCAP 250 TRI
NAV as on 03-07-2020
AUM as on 31-05-2020
Rtn ( Since Inception )
15.38%
Inception Date
Mar 01, 2005
Expense Ratio
1.96%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
1000
Risk Status
moderately high
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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 25.89 | -7.89 | -5.7 | 1.85 | 8.32 | 15.41 |
| NIFTY LARGE MIDCAP 250 TRI | 31.53 | -10.89 | -9.1 | 1.75 | 6.48 | 9.46 |
| Equity: Large and Mid Cap | 26.96 | -11.69 | -9.07 | 0.16 | 5.0 | 9.04 |
| Rank within Category | 18 | 4 | 5 | 8 | 3 | 1 |
| Number of Funds within Category | 28 | 28 | 25 | 23 | 22 | 20 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Canara Robeco Emerging Equities - Regular Plan - GROWTH | 4,788.29 | 1.96 | -5.7 | 1.85 | 8.32 | 15.41 |
| Quant Large & Mid Cap Fund - Growth Option | 4.1 | 2.48 | 3.65 | 2.09 | 8.94 | 11.39 |
| Axis Growth Opportunities Fund - Regular Plan - Growth | 1,067.23 | 2.3 | 1.07 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | 8,807.66 | 1.87 | -2.76 | 4.89 | 11.75 | 0.0 |
| Kotak Equity Opportunities Fund - Growth | 3,009.46 | 2.1 | -4.05 | 2.58 | 6.77 | 10.22 |
| Principal Emerging Bluechip Fund - Growth Option | 1,782.5 | 2.15 | -6.06 | 0.82 | 7.1 | 12.52 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 4,343.12 | 1.96 | -6.1 | 1.77 | 6.93 | 9.92 |
| BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth | 155.54 | 2.87 | -6.53 | -0.26 | 3.57 | 7.08 |
| BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth | 155.54 | 2.76 | -7.22 | -1.04 | 2.79 | 6.43 |
| Invesco India Growth Opportunities Fund - Growth | 2,285.05 | 2.02 | -7.45 | 4.32 | 6.02 | 10.38 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 28.32 | -22.28 | 48.89 | 3.16 | 96.02 | 13.06 | 2.56 | 52.05 | -9.29 | 8.68 |
| NIFTY LARGE MIDCAP 250 TRI | 15.81 | -28.48 | 39.23 | 2.35 | 47.98 | 4.12 | 6.01 | 44.06 | -5.16 | 6.03 |
| Equity: Large and Mid Cap | -7.61 | 39.28 | 6.13 | 3.64 | 51.85 | 5.99 | 33.54 | -23.77 | 17.24 | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Fund Multiplier
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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