Should You Invest in Canara Robeco Emerging Equities Fund

Updated on 17 Oct, 2023

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Canara Robeco Emerging Equities Fund is an open ended large and mid cap equity scheme. It invests in a diversified portfolio of large and mid cap stocks across different sectors. Large and mid-cap funds invest at least 35% of their assets in both large-cap companies and mid-cap companies. Due to such a diversified investment strategy, the scheme has the potential to generate higher returns in comparison to a large-cap mutual fund. This scheme employs a bottom-up approach while picking large and mid cap stocks for investment.
It has invested 95.79% in equity and related securities and the remaining 4.21% in other instruments. Moreover, the investment in large cap stocks is 41.52% while allocation to mid-cap stocks is 28.53%.

Investment Objective: It aims to deliver wealth creation and diversification. In agreement with the investment objective, the fund invests in a diversified portfolio of large and mid-cap stocks. The fund invests across different sectors including financial services, technology, healthcare, and energy. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Emerging Equities Fund Scheme Details

Fund Name	Canara Robeco Emerging Equities Fund
Category	Equity – Large & Midcap Fund
Launched	Mar 11, 2005
5 Year Return	10.7%
Minimum SIP	Rs. 1000/-
Minimum Lumpsum	Rs. 5000/-
Expense Ratio	1.68%
AUM	Rs. 15416 Cr
Benchmark	Nifty Large & Midcap 250
Risk	Very High

Compare Canara Robeco Emerging Equities Fund

Fund Name	5 Year Returns
Canara Robeco Emerging Equities fund	10.70%
HDFC Large and Mid Cap Fund	13%
Mirae Asset Emerging Bluechip Fund	13.80%
SBI Large & Midcap Fund	12.80%
ICICI Prudential Large & Mid Cap Fund	12.60%

Canara Robeco Emerging Equities Fund Performance and Returns

Period	Returns
10 Years	20.6%
5 Years	10.7%
3 Years	25.4%
1 Year	1.9%

Canara Robeco Emerging Equities Fund Sector Allocation

Sector	Holding in %
Financial Services	28.60%
Consumer Cyclical	16%
Industrials	13.40%
Basic Materials	10.10%
Healthcare	7.30%
Technology	7.20%
Consumer Defensive	4.30%
Energy	3.90%
Communication Services	2.20%
Utilities	1.30%
Real Estate	1.30%

Fund Review
This Fund is reviewed as neutral by Scripbox within the mutual fund category of large and mid cap funds. This funds may have the potential to deliver consistent returns by outperforming their benchmark and creating a portfolio of equities belonging to different market capitalisations. The fund holds a poor rank of 1 based on the quarterly outperformance count in the category.