• Mutual Funds
  • Canara Robeco Mutual Funds
  • Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

Formerly Canara Robeco Small Cap Reg DP

Canara Robeco Mutual Funds

Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

EquitySmall Cap

20.73

NAV (Dec 06)

32.5%
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.

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 ->

Track Record

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

Relative Size

1,755 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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    Historical growth rate of 12% per annum
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Historical NAV

20.73

NAV (Dec 6)

Fund Returns

Last 1Y

70.3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

32.5%

6 Month CAGR

20.7%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.25

Launched (2y ago)

Feb 15, 2019

AUM in Crores

1754.841

ISIN

INF760K01JG7

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Shridatta Bhandwaldar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 46,408 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.

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  • tel-amc-about
    022-66585000
  • mail-amc-about
    crmf@canararobeco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    23.8%

    20.8%

    21.3%

    14.5%

    21.3%

    14.5%

    4.5%

    7.1%

    22.7%

    18%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

    About Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

    Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 32.5% over a period of 2 years. The fund was previously known as Canara Robeco Small Cap Reg DP . The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund manager’s name is Shridatta Bhandwaldar

    Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) fund was launched on Feb 15, 2019. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-12-06 is ₹20.73. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹1754.841. The category risk of the Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.4% in this asset class. The top three holdings of the fund are , treps , k.p.r. mill ltd , uti asset management co ltd , pnc infratech ltd , schaeffler india ltd , grindwell norton ltd , vrl logistics ltd , knr constructions ltd , cera sanitaryware ltd , persistent systems ltd , can fin homes ltd , bse ltd , central depository services (india) ltd , national aluminium co ltd , balrampur chini mills ltd , equitas holding ltd , indian energy exchange ltd , computer age management services ltd ordinary shares , greenpanel industries ltd ordinary shares , mahindra lifespace developers ltd , angel one ltd ordinary shares , clean science and technology ltd , mold-tek packaging ltd , great eastern shipping co ltd , sobha ltd , tci express ltd , shriram city union finance ltd , vip industries ltd , greenply industries ltd , timken india ltd , rhi magnesita india ltd , kec international ltd , century textiles & industries ltd , nocil ltd , v-mart retail ltd , e i d parry india ltd , icra ltd , ahluwalia contracts (india) ltd , indian bank , rallis india ltd , galaxy surfactants ltd , epl ltd ordinary shares , aditya birla fashion and retail ltd , subros ltd , teamlease services ltd , creditaccess grameen ltd ordinary shares , dcb bank ltd , honeywell automation india ltd , deepak nitrite ltd , fine organic industries ltd ordinary shares , greenlam industries ltd. , thermax ltd , net current assets , gulf oil lubricants india ltd

    Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 of Income Dist cum Cap Wdrl (PIDCW-A) Review

    Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Canara Robeco Small Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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