- Mutual Funds
- Canara Robeco Mutual Funds
- Canara Robeco Mid Cap Fund (PIDCW-A)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.99
NAV (Apr 18)
Fund Returns
Last 1Y | 41.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 27.6% |
6 Month CAGR | 17.9% |
Scheme Information
The investment objective of the Scheme is to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies. However,there can be no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 2.04 |
Launched (2y ago) | Dec 02, 2022 |
AUM in Crores | 2011.143 |
ISIN | INF760K01KN1 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 150 MidCap TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Canara Robeco Mid Cap Fund (PIDCW-A) | 22,48,369 | 15,15,757 | 41.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
crisil ltd
3.3%trent ltd
3.2%abbott india ltd
2.8%uno minda ltd
2.8%max healthcare institute ltd ordinary shares
2.8%Allocation by Sector
financial services
22%consumer cyclical
17.4%industrials
15.7%healthcare
12.3%basic materials
10.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Canara Robeco Asset Management Co. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.1% | 16.6% | ||
14% | 14.4% | ||
19.9% | 16.2% | ||
19.9% | 16.3% | ||
13.9% | 11.6% |
Canara Robeco Mid Cap Fund (PIDCW-A) Review
Canara Robeco Mid Cap Fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 27.6% over a period of 1 years. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Pranav Gokhale, Shridatta Bhandwaldar.
Nav of Canara Robeco Mid Cap Fund (PIDCW-A) as of 4/18/2024 is ₹13.99 with the total AUM as of 4/19/2024 is ₹2011.143. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Mid Cap Fund (PIDCW-A) was launched on Dec 02, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Canara Robeco Mid Cap Fund (PIDCW-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 Mid Cap Fund (PIDCW-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 S&P BSE 150 MidCap TR INR.
Canara Robeco Mid Cap Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 41.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Mid Cap Fund (PIDCW-A).
Frequently Asked Questions
What is Canara Robeco Mid Cap Fund (PIDCW-A)?
How to invest in Canara Robeco Mid Cap Fund (PIDCW-A)?
You can invest in Canara Robeco Mid Cap Fund (PIDCW-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 Mid Cap Fund (PIDCW-A)?
The minimum sip amount for Canara Robeco Mid Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Canara Robeco Mid Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Canara Robeco Mid Cap Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investCanara Robeco Mid Cap Fund (PIDCW-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 Mid Cap Fund (PIDCW-A)?
The expense ratio of the Canara Robeco Mid Cap Fund (PIDCW-A) is 2.04% for regular plan.