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

Canara Robeco Small Cap Fund (Growth)

EquitySmall Cap
Top Ranked

31.7

NAV (Dec 06)

27.2%
Till Date CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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 ->

Fund Size

Satisfactory

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

Outperformance Consistency

Neutral

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

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Parag Parikh Flexi Cap Regular Growth
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HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
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PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
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Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

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

31.7

NAV (Dec 6)

Fund Returns

Last 1Y
25.3%
Last 3Y
34.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
27.2%
6 Month CAGR
22.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is 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
1.73
Launched (4y ago)
Feb 15, 2019
AUM in Crores
7862.586
ISIN
INF760K01JF9
Lock-in
No Lock-in
Benchmark
IISL Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.2
Standard Deviation (5yr)
0
Beta (3yr)
0.78
Beta (5yr)
0
Sharpe Ratio (3yr)
1.722
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Shridatta Bhandwaldar

Fund Manager

Pranav Gokhale

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Small Cap Fund (Growth)70%NaN NaN%
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 2023-12-06

Top Stock Holdings

treps

6.1%
6.1%

kei industries ltd

2.4%
2.4%

cera sanitaryware ltd

2.4%
2.4%

equitas small finance bank ltd ordinary shares

2.3%
2.3%

multi commodity exchange of india ltd

2.2%
2.2%
See all holdings

Allocation by Sector

industrials

25.8%
25.8%

financial services

20.6%
20.6%

consumer cyclical

13.1%
13.1%

basic materials

11.1%
11.1%

healthcare

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 78,106 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
022-66585000
crmf@canararobeco.com
Fund NameScripbox Opinion
Till Date CAGR

15.9%

12.8%

15.5%

11.7%

15.5%

11.7%

19.4%

19.5%

21.6%

16.4%

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 27.2% over a period of 4 years. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Pranav Gokhale, Shridatta Bhandwaldar.

Nav of Canara Robeco Small Cap Fund (G) as of 12/6/2023 is ₹31.70 with the total AUM as of 12/7/2023 is ₹7862.586. 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 4 fund in Equity and delivered 25.3% 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 instruments 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 Top Ranked 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 1.73% for regular plan.