Canara Robeco Emerging Equities Fund Overview

Mutual Fund

Canara Robeco Emerging Equities Fund is an open ended equity fund under the category of large and mid cap stocks. This fund was launched on 11th March, 2005. The investment objective of Canara Robeco Emerging Equities Fund is to invest in large and mid cap equity stocks to generate long-term capital. The return from this fund is subject to market risks.

Canara Robeco Emerging Equities Fund aims to invest for a longer time period by investing in stable large cap companies and high potential mid cap companies. Canara Robeco Emerging Equities Fund sip amount is minimum of Rs. 1000 on a monthly   basis. The exit load of Canara Robeco Emerging Equities Fund is nil if you redeem or switch out from the fund after 1 year. But 1% exit load is charged, if you redeem or switch out from the fund within 1 year from the allotment date.

Canara Robeco Emerging Equities Fund Facts

  • Canara Robeco Emerging Equities Fund under Canara Robeco Mutual Fund House invests 97.94% in equity stocks out of which 51.71% in large cap, 36.76% in mid cap and 8.64% in small cap equity stocks.
  • Canara Robeco Emerging Equities Mutual Fund Scheme follows bottom-up stock approach to select the best large and mid cap companies.
  • The aim of Canara Robeco Emerging Equities Fund is to generate long term return and avoid short term profit alongwith market volatility.
  • You can easily invest in Canara Robeco Emerging Equities Fund sip method either in monthly or quarterly basis. 
  • The stocks of the companies selected under Canara Robeco Emerging Equities Fund are expected to have huge growth opportunities.
  • The investors who aims to earn high return while exposed to large and mid cap companies for a good 4 to 5 years. 
  • In order to diversify the portfolio nad generate high return, Canara Robeco Emerging Equities Fund invests in large as well as mid cap companies.

Top 5 Sectors of Canara Robeco Emerging Equities Fund

S.No. Name of Holding Net Assets (%)
1 Bank – Private 24.6
2 IT – Software 9.16
3 Chemicals 4.67
4 Refineries 4.11
5 Engineering – Construction 3.87

(as on 03/04/2019)

Top 10 Holdings of Canara Robeco Emerging Equities Fund

S.No. Name of Holding Net Assets (%)
1 ICICI Bank Ltd 6.05
2 HDFC Bank Ltd 5.89
3 Reliance Industries Ltd 4.11
4 Axis Bank Ltd 4
5 Infosys Ltd 3.45
6 Kotak Mahindra Bank Ltd 3.21
7 State Bank of India 3.14
8 Larsen & Toubro Ltd 2.99
9 ITC Ltd 2.5
10 Tata Consultancy Services Ltd 2.46

(as on 03/04/2019)

Canara Robeco Emerging Equities Fund Details

Launch Date- March 11, 2005
Fund Manager- Mr. Krishna Sanghavi, Mr. Miyush Gandhi
Risk- Moderately High\
Benchmark- NIFTY Large Midcap 250 TRI
Return Since Launch- 10.10%
AUM- Rs. 4104.31 crore (as on 31st Mar, 2019)

The below mentioned table depicts the performance of Canara Robeco Emerging Equities Fund-

  1-Year 3-Year 5-Year 10-Year
Fund 1.38 18.31 24.52 27.63
S&P BSE 250 Large MidCap TRI 9.77 16.22 14.44 16.83
Category 1.69 14.04 15.94 17.51
Rank within Category 13 2 2 1
Number of funds in category 22 20 18 17
As on Apr 03, 2019

Apply Personal Loan Online at Lowest Interest Rate Upto Rs. 40 Lacs

*Salary account or relational bank
Proceed
Terms of Use
By clicking on 'Apply Now' I authorize FreEMI and its representative to call me or SMS me overriding my registry on DNC/NDNC.

Loan Duration: 12 - 60 months*   T&C Apply*

Previous
Leave a Reply

Your email address will not be published. Required fields are marked *