Canara Robeco Mutual Funds

How to Invest in Canara Robeco Mutual Funds?

Start Investing in Canara Robeco Mutual Funds online via Scripbox is an easy and convenient process. Following are the steps you need to follow to invest with Scriobox:

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button to unlock a list of investment options as per your life goal. To start investing in the Mutual Fund Schemes, pick any of the options best suited to your financial goal. Finally, click on “Continue” to proceed with Mutual Fund Investment.
• Now sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can either select the “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Finally, click on the “See Recommended Funds” to proceed with the investment.
• Check the Plan and Fund Allocation: A list of mutual fund schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change either the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount”. Then click on the ”Next” button to make the payment.
• Bank Details and Money Transfer: Now you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. Moreover, the bank account is only used for investing and crediting the redemption proceeds.

KYC Required To Invest In Canara Robeco Mutual Fund

 KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
•  Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• KYC Authorization Letter. (Please write on a while plain sheet of paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or.

If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com. Other users, can send “Hi’ on Canara Robeco WhatsApp number 9289222157.

How to Download Canara Robeco Mutual Fund Investment Statement?

You will have to follow the steps below to download your Canara Robeco Mutual Fund Investment Statement using Scripbox App:

• Firstly, log in to your Scripbox account using the Scripbox App.
• Then, under the ‘Profile’ tab, select ‘Investment History’.
• Finally, scroll down and click on ‘Email me’ and Scripbox will send a link to your email to download the statement in excel format.

Scripbox’s mutual fund statement will have the following details:

1. Orders Tab: This section will include complete details regarding the transactions done with Scripbox. The name of the fund, folio number, investment amount, units, NAV, STT, name of the investor and also purpose are clearly mentioned.
2. Current Holdings Tab: This section is a summary of all mutual fund investments and includes the current value of all the mutual fund investment along with the folio number, units, and also purpose.

Top Canara Robeco Mutual Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Nimesh Chandan	Equity	8
Shirdatta Bhandwaldar	Equity	9
Cheenu Gupta	Equity	5
Miyush Gandhi	Equity	3
Vishal Mishra	Equity	2
Avnish Jain	Debt	4
Girish Hisaria	Debt	5
Suman Prasad	Debt	6

Explore: Top Fund Managers

Mr. Nimesh Chandan

Mr. Chandan is the Head of Investment Equities at Canara Robeco Asset Management. He has done his Masters in Management Studies (MMS) – Finance. Moreover, he has about 20 years of experience in the Indian Capital Markets. He was with Canara Robeco Asset Management since July 2008. Also, he has been instrumental in designing the investment philosophy and process for the Company. Previously, he managed the flagship Indian Equity funds of the company like Canara Robeco Equity Diversified and Canara Robeco Emerging Equities till July 2010.

He later set up the offshore Investment Desk, in the years 2010 managing International Clients for the Company. Prior to joining Canara Robeco, he has worked with ICICI Prudential AMC in the years 2006-08 as Senior Portfolio Manager. He has also worked as Fund Manager with SBI Mutual Fund(2004-05), as Research Analyst with Birla Mutual Fund and as Research Analyst with Strategic Capital. Currently, he also handles strategies for Domestic and Offshore Equity funds.

Mr. Shirdatta Bhandwaldar

Mr. Bhandwaldar is the Head of Equities at Canara Robeco Asset Management Company Ltd. He also has a total experience of 14 years. He has been associated with Canara Robeco AMC limited since July 2016. Prior to joining Canara Robeco AMC Limited, Mr Bhandwaldar worked as Head of Research/ Portfolio Manager with SBi Pension Funds Private Limited. He has also worked as Senior Equity Analyst with Heritage India Advisory Pvt Ltd, Research Analyst with Motilal Oswal Securities and Research Associate with MF Global Securities.

MS. Cheenu Gupta

Ms. Gupta is a Fund Manager at Canara Robeco Asset Management Company Ltd. She has also worked as Research Analyst with Uti mutual fund from May 2006 to September 2007 and as Senior Research Analyst with ING Investment Management from September 2007 to August 2009. She was also a Fund Manager- Equity at Tata AIA Life Insurance Company.

Mr. Sanjay Bembalkar

Mr. Bembalkar is the  Fund Manager – Equities at Canara Robeco Asset Management Company Limited. He is a B.Com Graduate and also has done his M.Sc in Accounting and Finance. Moreover, he is also an ACA and CFA Charterholder. He has an overall experience of 12 years. He has been associated with Canara Robeco AMC Limited since December 2019. Prior to working with Canara Robeco, he was with LIC Mutual Fund Asset Management Ltd., Quantum Advisors Pvt Ltd and Intern Analyst at Autonomous LLP.

Mr. Abhinav Khandelwal

Mr. Khandelwal is the Fund Manager- Offshore at Canara Robeco Asset Management Company Ltd. He also has a total experience of 14 years. He has been associated with Canara Robeco since June 2018. Prior to joining Canara Robeco AMC Limited, he had worked with Aegon Life Insurance where he managed Asian Market Securities, Systematic Shares, and Stocks.

Mr. Miyush Gandhi

Mr. Gandhi is the Fund Manager at Canara Robeco Asset Management Company Limited. He has also done his Masters in Business Administration and Bachelor in Commerce. He also possesses a total experience of 10 years. Prior to joining Canara Robeco, he worked with SBI Life Insurance Company Ltd. as Research Analyst from August 2008 to March 2015 and as Research Analyst from April 2015 till February 2018.

Mr Vishal Mishra

Mr Mishra is an equity fund manager at Canara Robeco. Also, he has over 18 years of experience in equities and financial markets. Prior to joining Canara Robeco in May 2021, he worked with Daiwa Portfolio Advisory (India) Private Ltd., Daiwa Asset Management (India) Pvt Ltd, and Shinsei Asset Management (India) Pvt Ltd. He is an Associate Chartered Accountant and also holds a B.Com degree.

Mr. Avnish Jain

Mr. Jain is the Head – Fixed Income at Canara Robeco Asset Management Company Limited. He possesses a post-graduate Diploma in Management from IIM, Kolkata. Moreover, he has about 21 years of experience in Banking and Asset Management. He has been associated with Canara Robeco AMC Limited since 2013. Prior to joining Canara Robeco AMC Limited, he worked as Fund Manager of CR Income, Medium Term, and Co-Fund Manager of MIP, IndiGo, Gold FoF, Gold ETF. Currently, he is responsible for the overall performance of Fixed Income. He also looks after the incorporation of the macro views and various trading strategies.

Mr. Girish Hisaria

Mr. Hisaria is the Fund Manager at Canara Robeco Asset Management Company Limited. He has been associated with the Company since August 2014. Presently, he is managing Canara Robeco Gilt PGS and Dynamic Bonds. He has also done his MMS – Finance from NL Dalmiya Institute of Management Studies and Research Development, Mumbai, India. Also, he has a total experience of 12 years. Earlier he worked with JM Financial AMC. 

Ms. Suman Prasad

Ms. Prasad is a Fund Manager at Canara Robeco Asset Management Company Limited. Moreover, she has an overall experience of 16 years in Asset Management. Also, she has done her MBA in finance from SDM Institute For Management Development, Mysore. She has been associated with Canara Robeco Since May 1997. Also, she is managing funds like Gilt Advantage and is also a Co Fund Manager Dynamic Bond, Short Term, Liquid, Treasury Advantage, Floating Rate, etc.

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