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  • Canara Robeco Mutual Funds
  • Canara Robeco Emerging Equities fund (RIDCW-A)

Formerly Canara Robeco Emerging Equities Reg DR

Canara Robeco Mutual Funds

Canara Robeco Emerging Equities fund (RIDCW-A)

EquityLarge & Mid Cap

86.97

NAV (Jun 21)

20.4%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Scripbox Recommended Large & Mid Cap Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

86.97

NAV (Jun 21)

Fund Returns

Last 1Y
40.2%
Last 3Y
19.3%
Last 5Y
20.9%
Last 10Y
19.3%
Since Inception
18%
6 Month CAGR
23.5%

Scheme Information

Investment Objective

To generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks. However,there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio
1.62
Launched (19y ago)
Mar 11, 2005
AUM in Crores
21796.834
ISIN
INF760K01183
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12
Standard Deviation (5yr)
19.6
Beta (3yr)
0.88
Beta (5yr)
0.93
Sharpe Ratio (3yr)
0.929
Sharpe Ratio (5yr)
0.684
YTM
0
Fund Managers

Shridatta Bhandwaldar

Fund Manager

Amit Nadekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Emerging Equities fund (RIDCW-A)70%12,30,038 4,97,42620.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

icici bank ltd

6.3%
6.3%

bharat electronics ltd

4.3%
4.3%

uno minda ltd

3.8%
3.8%

trent ltd

3.6%
3.6%

indian hotels co ltd

3.4%
3.4%
See all holdings

Allocation by Sector

consumer cyclical

29.9%
29.9%

financial services

20.1%
20.1%

industrials

14%
14%

healthcare

10%
10%

basic materials

7.8%
7.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 97,483 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 34 equity,41 debt and 8 hybrid funds.amc-img
phone-img022-66585000
Fund NameScripbox Opinion
Till Date CAGR

20.6%

17.2%

14%

14.4%

20.4%

16.8%

20.4%

16.8%

14.1%

11.8%

Canara Robeco Emerging Equities fund (RIDCW-A) Review

Canara Robeco Emerging Equities fund (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 17.7% over a period of 19 years. The fund was previously known as Canara Robeco Emerging Equities Reg DR. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Amit Nadekar, Shridatta Bhandwaldar.

Nav of Canara Robeco Emerging Equities fund (RIDCW-A) as of 6/21/2024 is ₹86.97 with the total AUM as of 6/24/2024 is ₹21796.834. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Emerging Equities fund (RIDCW-A) was launched on Mar 11, 2005. The category risk of the fund is Very High Risk.

The minimum SIP amount for Canara Robeco Emerging Equities fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Canara Robeco Emerging Equities fund (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

Canara Robeco Emerging Equities fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 39.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Emerging Equities fund (RIDCW-A).

Frequently Asked Questions

What is Canara Robeco Emerging Equities fund (RIDCW-A)?

Canara Robeco Emerging Equities fund (RIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Canara Robeco Emerging Equities fund (RIDCW-A)?

You can invest in Canara Robeco Emerging Equities fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Canara Robeco Emerging Equities fund (RIDCW-A)?

The minimum sip amount for Canara Robeco Emerging Equities fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Canara Robeco Emerging Equities fund (RIDCW-A) good to invest in?

As per Scripbox experts, Canara Robeco Emerging Equities fund (RIDCW-A) is a Not Recommended fund. You can investCanara Robeco Emerging Equities fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Canara Robeco Emerging Equities fund (RIDCW-A)?

The expense ratio of the Canara Robeco Emerging Equities fund (RIDCW-A) is 1.62% for regular plan.