Canara Robeco Mutual Funds

Canara Robeco Small Cap Fund Direct Plan Growth

₹ 36.46

NAV (Apr 09)

35.417%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in small cap mutual funds.

Small 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).

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

View all 4 analysis

cheveron-blue

View Less

cheveron-blue

Scheme Information

Investment Objective

The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.

Expense Ratio
0.52 %
Launched 6Y ago
2019-02-15
AUM in Crores
11087.4
ISIN
INF760K01JC6
Lock-in (days)
No Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
16.6
Beta
0.8
Sharpe Ratio
0.5
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

3.77%
3.77%

Kaynes Technology India Ltd.

3.25%
3.25%

Kei Industries Ltd.

2.86%
2.86%

Bharat Electronics Ltd.

2.72%
2.72%

Multi Commodity Exchange Of India Ltd.

2.66%
2.66%
See all holdings
right-arrow

Allocation by Sector

Capital Goods

15.7%
15.7%

Services

15.49%
15.49%

Financial

14.83%
14.83%

Healthcare

11.13%
11.13%

Consumer Staples

8.12%
8.12%
See all sectors
right-arrow

Frequently Asked Questions

Loading...