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Canara Robeco Emerging Equities - Direct Plan

The Canara Robeco Emerging Equities Fund is an open-ended equity mutual fund that is actively managed. The fund was launched in March 2015 by the Canara Robeco Mutual Fund House. The fund predominantly invests in equity stocks of large-cap and mid-cap companies. The fund selects companies that demonstrate strong potential for growth and sustainable business practices.

Fund Info

Scheme Class	Equity
Scheme Category	Large & Mid- Cap
Expense Ratio	0.55%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 24,594
AMC AUM (in Crs.)	₹ 14,583
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Core Equity Fund - Direct Plan	1000	1000	22.25%
Principal Emerging Bluechip - Direct Plan	1000	1000	0.38%
Canara Robeco Emerging Equities - Direct Plan	0	1000	15.13%

Portfolio Info

The Canara Robeco Emerging Equities Fund is a highly diversified equity mutual fund that invests across sectors. The fund concentrates its asset allocation towards large-cap and mid-cap equity stocks. The fund also invests nominally in debt and other money market instruments to provide it with good liquidity. Presently, the fund invests heavily in the Finance, Energy, Technology and FMCG sectors of the Indian economy.

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	7
Bharat Electronics Ltd	Equity	4
Indian Hotels Co Ltd	Equity	4
Trent Ltd	Equity	4
UNO Minda Ltd	Equity	4
KPIT Technologies Ltd	Equity	4
Treps	Cash - Repurchase Agreement	4
Cholamandalam Investment and Finance Co Ltd	Equity	3
TVS Motor Co Ltd	Equity	3
Dixon Technologies (India) Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	4
Cash	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	32
Financial Services	18
Industrials	14
Technology	9
Healthcare	9

Fund Manager

Shridatta Bhandwaldar

4+ years of experience

Amit Nadekar

1+ years of experience

Objective

To generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Suitability

Capital appreciation over long term.

• Investing in diversified mid-cap stocks

Fund Analysis

Traditionally a mid and small cap fund has had its ups and downs with the frequent fund manager changes during the initial years. But now things have been working well with the fund beating the benchmark by3 to5 percent over 3 and 5 years time frame. The fund has increased its exposure to large caps with the mid and small cap limiting to only half of the fund. The new strategy thus makes it a multi cap fund and our conviction in the steady fund management and consistent returns makes it a good buy for a portfolio which wants to be balanced throughout the large, mid and small segment.

Canara Robeco Mutual Fund

AUM₹14,583 Cr

About

Canara Robeco is a Asset management company is a joint venture between Canara Bank and Robeco, a Dutch asset management company. Canara Robeco is the second oldest mutual fund in the country and was started in December 1987 as Canara Mutual Fund.##Canara Robeco Mutual Fund presents a wide variety of funds in various different categories such as equity, debt and hybrid and income. Being a trusted brand, it strongly believes in providing world class investment services to all its customers. As of June 2018, the Asset Under Management of the company is Rs.1,337,458.48.##The equity shareholding structure comprises of Canara Bank owning 51% shares and Robeco Group owning 49% shares. Being one of the oldest mutual fund companies, it has made its mark in the mutual fund industry through its constant and stable performance across different market capitalization.

crmf@canararobeco.com

Phone

1800-209-2726

Address

Canara Robeco Asset Management Company Limited,Construction House, 4th Floor,,5 Walchand Hirachand Marg, Ballard Estate,, Mumbai - 400 001

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m