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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.
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