Canara Robeco Equity Diversified Fund Regular Growth+0.23%

4Groww
13.73%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Canara Robeco Equity Diversified Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.37%
NAV139.20 (11 Nov 2019)
Fund Started16 Sep 2003
Fund Size1,438 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Canara Robeco Equity Diversified Fund Regular Growth
13.7%
13.9%
8.7%
17.7%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
13
7
20
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 13.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.5%
    ICICI Bank Ltd.FinancialEquity6.4%
    Kotak Mahindra Bank Ltd.FinancialEquity4.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
    Hindustan Unilever Ltd.FMCGEquity3.8%
    Reliance Industries Ltd.EnergyEquity3.8%
    Larsen & Toubro Ltd.ConstructionEquity3.7%
    Infosys Ltd.TechnologyEquity3.6%
    Bajaj Finance Ltd.FinancialEquity3.4%
    Axis Bank Ltd.FinancialEquity3.1%
    See All

    Fund Managers

    addKrishna Sanghvi
    Education
    Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
    Experience
    Prior to joining Canara Robeco AMC he has worked with Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..
    Funds Managed

    Other Details

    Canara Robeco Equity Diversified Fund Regular Growth is a Equity Mutual Fund Scheme launched by Canara Robeco Mutual Fund. This scheme was introduced to investors on 16 Sep 2003. Ravi Gopalakrishnan, Shridatta Bhandwaldar is the Current Fund Manager of Canara Robeco Equity Diversified Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,438 Cr and the Latest NAV as of 11 Nov 2019 is ₹139.20.

    The Canara Robeco Equity Diversified Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    To generate capital appreciation by investing in equity and equity related securities.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    Exit Load

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    About Canara Robeco Mutual Fund

    Address
    Construction House, 4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
    Phone
    022 66585000
    Launch Date
    18 Dec 1987
    Website
    NA
    Canara Robeco Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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