Canara Robeco Emerging Equities-Direct Plan-Growth Option

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 3717.91
Expense Ratio
0.96%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 14045
Min Subscription
₹ 5000
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
94.41
(0.22 %)
NAV as on 2018-12-17
Returns
Fund
Canara Robeco Emerging Equities-Direct Plan-Growth Option
1 Year
-5.07%
3 Year
14.25%
5 Year
28.33%
AMC Details
amc launch date
Launch Date
19 Dec 1987
amc sponsor
Sponsor
NA
amc email
Email
crmf@canararobeco.com
amc phone
Phone
022 - 66585000
amc address
Address
Construction House, 4th Floor,5,Walchand Hirachand Marg,,Ballard Eastate, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,912
Portfolio Value
-88
Total Returns