Canara Robeco Emerging Equities – Direct Growth

Equity · Large & Mid Cap
 · ★★★
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.55 %
Expense Ratio
★★★
Rating
17,930
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9% 23.2% 13.9% 20.3%
Category Average 13.3% 26% 14.1% -

Scheme Allocation

By Holding
By Sector
By Asset
6.51%
6.27%
3.06%
Others
77.25%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.51%
HDFC Bank Banks Equity 6.27%
Reliance Industr Refineries Equity 3.88%
Infosys IT - Software Equity 3.06%
Cholaman.Inv.&Fn Finance Equity 3.03%
Uno Minda Auto Ancillaries Equity 2.85%
St Bk of India Banks Equity 2.79%
Bharat Electron Electronics Equity 2.75%
Max Healthcare Healthcare Equity 2.64%
Bajaj Finance Finance Equity 2.51%
Axis Bank Banks Equity 2.33%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.14%
Bharti Airtel Telecomm-Service Equity 2.05%
Indian Hotels Co Hotels & Restaurants Equity 2.04%
UltraTech Cem. Cement Equity 1.97%
Polycab India Cables Equity 1.97%
Hind. Unilever FMCG Equity 1.9%
Ashok Leyland Automobile Equity 1.86%
Sun Pharma.Inds. Pharmaceuticals Equity 1.77%
Trent Retail Equity 1.64%
Max Financial Finance Equity 1.62%
TVS Motor Co. Automobile Equity 1.61%
Federal Bank Banks Equity 1.57%
Oberoi Realty Realty Equity 1.52%
Abbott India Pharmaceuticals Equity 1.51%
P I Industries Agro Chemicals Equity 1.47%
AIA Engineering Castings, Forgings & Fastners Equity 1.43%
Mphasis IT - Software Equity 1.38%
A B B Capital Goods - Electrical Equipment Equity 1.37%
TCS IT - Software Equity 1.33%
Navin Fluo.Intl. Chemicals Equity 1.31%
Bharat Forge Castings, Forgings & Fastners Equity 1.2%
Titan Company Diamond, Gems and Jewellery Equity 1.2%
Gujarat Gas Miscellaneous Equity 1.18%
CreditAcc. Gram. Finance Equity 1.16%
Vinati Organics Chemicals Equity 1.13%
Sona BLW Precis. Auto Ancillaries Equity 1.13%
Atul Chemicals Equity 1.12%
Century Textiles Paper Equity 1.11%
APL Apollo Tubes Steel Equity 1.09%
Blue Dart Expres Logistics Equity 1.08%
Maruti Suzuki Automobile Equity 1.01%
Tata Consumer Plantation & Plantation Products Equity 0.98%
Kotak Mah. Bank Banks Equity 0.97%
Schaeffler India Bearings Equity 0.96%
City Union Bank Banks Equity 0.9%
Page Industries Readymade Garments/ Apparells Equity 0.86%
Sundram Fasten. Auto Ancillaries Equity 0.81%
The Ramco Cement Cement Equity 0.73%
Honeywell Auto Electronics Equity 0.71%
Kansai Nerolac Paints/Varnish Equity 0.7%
Avenue Super. Retail Equity 0.69%
Bharat Dynamics Capital Goods-Non Electrical Equipment Equity 0.68%
TCI Express Logistics Equity 0.66%
Kajaria Ceramics Ceramic Products Equity 0.57%
Voltas Consumer Durables Equity 0.5%
Jio Financial Finance Equity 0.4%
Whirlpool India Consumer Durables Equity 0.3%
Aditya Bir. Fas. Retail Equity 0.3%
Jubilant Food. Quick Service Restaurant Equity 0.25%
Dr Lal Pathlabs Healthcare Equity 0.21%
3M India Diversified Equity 0.16%
Banks
21.34%
Finance
7.1%
IT-Software
5.77%
Auto Components
5.75%
Industrial Products
5.69%
Others
54.35%
View all Sectors
Sectors Asset
Banks 21.34%
Finance 7.1%
IT-Software 5.77%
Auto Components 5.75%
Industrial Products 5.69%
Petroleum Products 3.88%
Chemicals & Petrochemical 3.56%
Aerospace & Defense 3.43%
Pharmaceuticals & Biotech 3.28%
Consumer Durables 3.27%
Debt 3.14%
Healthcare Services 2.85%
Cement & Cement Products 2.7%
Retailing 2.63%
Automobiles 2.62%
Leisure Services 2.29%
Construction 2.14%
Telecom-Services 2.05%
Diversified FMCG 1.9%
Agricultural, Commercial 1.86%
Transport Services 1.74%
Insurance 1.62%
Realty 1.52%
Fertilisers & Agrochemica 1.47%
Electrical Equipments 1.37%
Gas 1.18%
Paper, Forest & Jute Prod 1.11%
Agricultural Food & other 0.98%
Textiles & Apparels 0.86%
Industrial Manufacturing 0.71%
Diversified 0.16%
Cash & Others 0.03%
Equity
96.82%
Reverse Repos
3.14%
Net Curr Ass/Net Receivables
0.03%
Others
0.01%

Advance Ratio

0.01
Alpha
4
SD
0.9
Beta
0.45
Sharpe

Exit Load

Exit Load 1.00% - If redeemed/switched out within 1 year from the date of allotment. Nil - If redeemed/switched out after 1 year from the date of allotment.

Fund Objective

Canara Robeco Mutual Fund offers an equity mutual fund scheme called Canara Robeco Emerging Equities Fund Direct-Growth. On January 1, 2013, this fund was opened for investors. Shridatta Bhandwaldar is in charge of the management of the fund. In the long term, the fund may outpace inflation.

The fund has an investment allocation of 96.61% in domestic equities, with 43.01% of those holdings comprising large-cap companies, 28.67% of those holdings comprising mid-cap stocks, and 5.35% of those holdings comprising small-cap stocks. The scheme’s objective is capital growth, which will be achieved via a spread of investments in both big and mid-cap firms.

Pros & Cons

Pros Cons
3 year, 5 year, 10 year returns higher than category average 1 year annualised returns lower than category average
Suitable for long-term Not suitable for short-term
Low expense ratio

How to invest in Canara Robeco Emerging Equities Fund?

5paisa makes it simpler to invest in the Canara Robeco Emerging Equities Fund. The process has been streamlined and is entirely paperless. Simply follow the directions mentioned below:

What is the expense ratio of the Canara Robeco Emerging Equities Fund?

The Expense Ratio of a Mutual Fund represents the yearly fees you pay to the Mutual Fund provider for the management of your assets in that fund. The Expense Ratio is expressed as a percentage of Assets Under Management (AUM) and is deducted from the fund’s returns. Therefore, a fund with a lower cost ratio is always preferable, since a lesser portion of the returns will be deducted, leaving you with more rewards.

Who should invest in Canara Robeco Emerging Equities Fund?

  • Investors that have a time horizon of at least 5 years may consider investing in this scheme via both lump sum investments and systematic investment plans (SIPs). These investors should, at the same time, be prepared to face the chance that their assets would sustain modest losses.
  • If you want the stability of big-caps and the growth potential of mid-caps in the same stock basket, a top-performing actively-managed fund from the ‘large and mid-cap category like this can be an excellent choice.

What are the benefits of investing in the Canara Robeco Emerging Equities?

  • As a result of SEBI’s mutual fund re-categorisation operation in 2018, a new category of mutual funds known as “emerging equities’ ‘ was created, and Canara Robeco Emerging Equities is one of the best-performing funds in this space.
  • Over the last several years, Canara Robeco Emerging Equities has produced superior returns compared to its competitors. According to the BusinessLine Portfolio Star Track MF Ratings, it has been given a perfect score of 5 stars.
  • Based on the cumulative quarterly outperformance in the category, the fund has a high ranking. A portfolio manager’s ability to outperform a certain benchmark in terms of return is measured using the information ratio. The fund’s information ratio places it in the top two or three in its category.

Fund Managers

Shridatta Bhandwaldar - CEO

Mr Shridatta Bhandwaldar has been leading the charge for Canara Robeco Mutual Fund, one of the most successful funds in India right now. He has been the CEO of the firm since 2008 and has been in charge of their impressive growth in the mutual fund industry. His strategies have proven to be effective time and time again, which has led to their exponential growth in assets under management. His main goal as the CEO is to grow their company to reach over $10 billion in assets under management.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Canara Robeco Mutual Fund
AUM:
67,532 Cr
Address:
Construction House,4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
Contact:
+91 22 66585000
Email ID:
crmf@canararobeco.com

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Frequently Asked Questions

How to invest in Canara Robeco Emerging Equities – Direct Growth ?

You can invest in Canara Robeco Emerging Equities – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Canara Robeco Emerging Equities – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Canara Robeco Emerging Equities – Direct Growth ?

The NAV of Canara Robeco Emerging Equities – Direct Growth is ₹199 as of 18 August 2023.

How to redeem Canara Robeco Emerging Equities – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Canara Robeco Emerging Equities – Direct Growth?

The minimum SIP amount of Canara Robeco Emerging Equities – Direct Growth is ₹1000

What are the top sectors Canara Robeco Emerging Equities – Direct Growth has invested in?

The top sectors Canara Robeco Emerging Equities – Direct Growth has invested in are
  1. Banks - 21.34%
  2. Finance - 7.1%
  3. IT-Software - 5.77%
  4. Auto Components - 5.75%
  5. Industrial Products - 5.69%

Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Emerging Equities – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Canara Robeco Emerging Equities – Direct Growth based on your investment objective and risk tolerance.

How much returns have Canara Robeco Emerging Equities – Direct Growth generated ?

The Canara Robeco Emerging Equities – Direct Growth has delivered 20.3% since inception

What is the expense ratio of Canara Robeco Emerging Equities – Direct Growth ?

The expense ratio of Canara Robeco Emerging Equities – Direct Growth is 0.55 % as of 18 August 2023.

What is the AUM of Canara Robeco Emerging Equities – Direct Growth?

The AUM of Canara Robeco Emerging Equities – Direct Growth is ₹67,532 Cr as of 18 August 2023

What are the top stock holdings of Canara Robeco Emerging Equities – Direct Growth?

The top stock holdings of Canara Robeco Emerging Equities – Direct Growth are
  1. ICICI Bank - 6.51%
  2. HDFC Bank - 6.27%
  3. Reliance Industr - 3.88%
  4. Infosys - 3.06%
  5. Cholaman.Inv.&Fn - 3.03%

How can I redeem my investments in Canara Robeco Emerging Equities – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Emerging Equities – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

What is PE Ratio of Canara Robeco Emerging Equities – Direct Growth ?

PE Ratio of Canara Robeco Emerging Equities – Direct Growth is 0.01
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