• Mutual Funds
  • Canara Robeco Mutual Funds
  • Canara Robeco Small Cap Fund (Growth)
Canara Robeco Mutual Funds

Canara Robeco Small Cap Fund (Growth)

EquitySmall Cap

21.13

NAV (Jun 23)

24.6%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in small cap mutual funds.

However, Scripbox does not recommend investing in small cap mutual funds.

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 ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

2,560 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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Want the focused equity funds that are right for your long term equity investment needs?

Learn more

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

21.13

NAV (Jun 23)

Fund Returns

Last 1Y

13.2%

Last 3Y

28.6%

Last 5Y

NA

Last 10Y

NA

Since Inception

24.6%

6 Month CAGR

-7.5%

Scheme Information

Investment Objective

To generate capital appreciation by investing predominantly in Small Cap stocks. However,there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio

2.16

Launched (3y ago)

Feb 15, 2019

AUM in Crores

2559.964

ISIN

INF760K01JF9

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Shridatta Bhandwaldar

Fund Manager

Ajay Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-23

Top Stock Holdings

treps

8.3%
8.3%

schaeffler india ltd

3%
3%

vrl logistics ltd

2.8%
2.8%

k.p.r. mill ltd

2.6%
2.6%

city union bank ltd

2.5%
2.5%
See all holdings

Allocation by Sector

industrials

24%
24%

financial services

20.1%
20.1%

consumer cyclical

17.9%
17.9%

basic materials

13%
13%

technology

5.7%
5.7%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 51,933 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 22 equity,41 debt and 8 hybrid funds.

amc-img

  • 022-66585000
  • crmf@canararobeco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.4%

    16.5%

    12.7%

    11.5%

    8.8%

    10.3%

    11.6%

    15.9%

    11.6%

    15.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Canara Robeco Small Cap Fund (G) Review

    Canara Robeco Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 24.6% over a period of 3 years. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Ajay Khandelwal, Shridatta Bhandwaldar.

    Nav of Canara Robeco Small Cap Fund (G) as of 6/23/2022 is ₹21.13 with the total AUM as of 6/24/2022 is ₹2559.964. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Small Cap Fund (G) was launched on Feb 15, 2019. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Canara Robeco Small Cap Fund (G) 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 Small Cap Fund (G) 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 IISL Nifty Smallcap 250 TR INR.

    Canara Robeco Small Cap Fund (G) is rated as a 2 fund in Equity and delivered 13.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Small Cap Fund (G).

    Frequently Asked Questions

    What is Canara Robeco Small Cap Fund (G)?

    Canara Robeco Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Canara Robeco Small Cap Fund (G)?

    You can invest in Canara Robeco Small Cap Fund (G) 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 Small Cap Fund (G)?

    The minimum sip amount for Canara Robeco Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Canara Robeco Small Cap Fund (G) good to invest in?

    As per Scripbox experts, Canara Robeco Small Cap Fund (G) is a Neutral fund. You can investCanara Robeco Small Cap Fund (G) 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 Small Cap Fund (G)?

    The expense ratio of the Canara Robeco Small Cap Fund (G) is 2.16% for regular plan.