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Best Canara Robeco Equity Mutual Funds

In 2007, Canara Bank formed a joint venture with Robeco Group to establish Canara Robeco Mutual Fund. Since then, the company has been catering to various investment needs by offering a range of instruments. As of March 2021, the fund house’s AUM stands at Rs.28241.44 crore. 

This AMC houses approximately 20 mutual fund schemes, including the best Canara Robeco equity mutual funds. 

A mutual fund that generally invests in stocks and shares of companies across all market capitalisations is an equity fund. Due to the widespread resource allocation across different sectors and companies, these funds generate higher returns than debt and hybrid funds. However, equity funds are dependent on market conditions. Therefore, any fluctuation in the market will affect the fund, making them a high-risk investment. 

Furthermore, there are several types of equity funds depending on market capitalisation, tax treatment, investment type, and sectoral diversification. 

Premised on market capitalisation, there are 4 types – small-cap, mid-cap, large-cap, and multi-cap. Two types of equity MFs are there based on tax treatment – ELSS and non-tax saving fund. Depending on the investment type, there are active and passive funds. And sectoral classification has two types – thematic and diversified. 

These classifications define where the top Canara Robeco equity mutual funds will invest the majority of their assets. For instance, mid-cap stocks will only invest in stocks of mid-cap companies. A thematic fund has to invest in companies pertaining to a particular theme or sector, like energy, infrastructure, et al. 

Also, a scheme will be defined as an equity mutual fund only if it invests more than 65% of its total assets in equity shares of various companies, according to SEBI. Depending on the objective, the balance amount can be invested in the money market or debt instruments. 

Due to its distribution across the market, the primary benefit of these funds is diversification. Some other positive points include flexibility and liquidity. On the flip side, even the best Canara Robeco equity mutual funds involve high to very high risk. However, the advantages and disadvantages vary as per the type of equity MF. 

Taxability

Canara Robeco offers around 8 equity mutual fund schemes depending on market capitalisation and theme. However, to choose a suitable scheme from the best Canara Robeco equity mutual funds 2021, it is essential to understand their taxability. 

Short-term Capital Gains Tax: This tax will be applicable to your gains if you sell units of the best Canara Robeco equity funds within a year of investment. An STCGT of 15% will be levied irrespective of your income tax bracket. 

Long-term Capital Gains Tax: In case you redeem your scheme after 12 months or more, an LTCGT will be applicable on your returns. If the amount is less than Rs.1 lakh, the returns will be tax-exempt. You are liable to pay tax at the rate of 10% on any amount exceeding that. 

TDS: Dividends earned from an equity mutual fund above Rs.5000 attract 10% TDS.

Factors to Consider Before Investing

In addition to this, one should consider certain factors before investing in the top Canara Robeco equity mutual funds. 

Investment objective; Investors set up financial goals for better management of finances. A clear idea about your purpose of investment can help in achieving these goals easily. Investing in the best Canara Robeco equity mutual funds is more fruitful when a fund’s objective aligns with your goals. 

Risk assessment: As mentioned, equity funds are susceptible to risks related to market ups and downs. Therefore, it is necessary to weigh your risk appetite prior to investing. Based on the level of risk you can digest, you can select a scheme per the risk-o-meter. 

Holding analysis: Holding analysis shows the places where your resources are invested. Upon knowing this, you can estimate your returns on the best Canara Robeco equity mutual fund. 

Expense ratio: AMCs charge a fee for administering and managing your mutual funds. The fund house will deduct this fee, denoted in %, from the returns. Therefore, it is essential to consider this aspect before choosing a scheme. 

Exit load: An exit fee charged by an AMC upon closing a scheme partially or fully within its lock-in period is the exit load. However, certain schemes do not charge an exit load on exiting a scheme. Therefore, it may be beneficial to take this factor into account before finalising a scheme. 

Fund performance: A fund’s past performance is an indicator of its trends in a dynamic market for a prolonged period. This is vital to consider before settling for a scheme. However, the previous performance of a fund does not reflect on its probable returns. 

Fund manager’s experience: Fund managers role in your investment is vital as they allocate your resources across the markets. This act requires thorough research and years of experience in the relevant fields. An experienced fund manager is likelier to recognise the markets and companies that can help in meeting scheme objectives more easily. Therefore, reviewing a fund manager’s expertise before investing is imperative. 

Thus, beginner and experienced investors can choose the best Canara Robeco equity fund by considering the aforementioned points and understanding the basics of mutual funds.

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Top 10 Canara Robeco Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Canara Robeco Emerging Equities FundEquityVery High42.7%5₹11,774
Canara Robeco Bluechip Equity FundEquityVery High33.1%5₹5,070
Canara Robeco Equity Hybrid FundHybridVery High27.3%5₹6,901
Canara Robeco Equity Tax Saver FundEquityVery High42.8%5₹2,893
Canara Robeco Consumer Trends FundEquityVery High38.8%4₹745
Canara Robeco Small Cap FundEquityVery High77.3%4₹1,699
Canara Robeco Flexi Cap FundEquityVery High39.0%4₹6,143
Canara Robeco Gilt FundDebtLow to Moderate3.0%2₹102
Canara Robeco Infrastructure FundEquityVery High62.0%3₹171
Canara Robeco Ultra Short Term FundDebtLow to Moderate3.2%2₹676
Canara Robeco Savings FundDebtLow to Moderate3.4%3₹1,288
Canara Robeco Short Duration FundDebtLow to Moderate3.7%3₹988
Canara Robeco Conservative Hybrid FundHybridModerate12.8%5₹959
Canara Robeco Dynamic Bond FundDebtModerate2.5%3₹127
Canara Robeco Income FundDebtModerate3.7%3₹147
View All Top 10 Canara Robeco Mutual Funds

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Now let us jump and check about these top 10 mutual fund schemes.

Canara Robeco Emerging Equities Fund Direct Growth

Fund Performance: The Canara Robeco Emerging Equities Fund has given 23.82% annualized returns in the past three years and 21.5% in the last 5 years. The Canara Robeco Emerging Equities Fund belongs to the Equity category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Emerging Equities Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹11,774Cr
1Y Returns42.7%

Canara Robeco Bluechip Equity Fund Direct Growth

Fund Performance: The Canara Robeco Bluechip Equity Fund has given 22.44% annualized returns in the past three years and 20.38% in the last 5 years. The Canara Robeco Bluechip Equity Fund belongs to the Equity category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Bluechip Equity Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹5,070Cr
1Y Returns33.1%

Canara Robeco Equity Hybrid Fund Direct Growth

Fund Performance: The Canara Robeco Equity Hybrid Fund has given 18.8% annualized returns in the past three years and 16.58% in the last 5 years. The Canara Robeco Equity Hybrid Fund belongs to the Hybrid category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Equity Hybrid Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹6,901Cr
1Y Returns27.3%

Canara Robeco Equity Tax Saver Direct Growth

Fund Performance: The Canara Robeco Equity Tax Saver Fund has given 24.85% annualized returns in the past three years and 21.65% in the last 5 years. The Canara Robeco Equity Tax Saver Fund belongs to the Equity category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Equity Tax Saver Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹2,893Cr
1Y Returns42.8%

Canara Robeco Consumer Trends Fund Direct Growth

Fund Performance: The Canara Robeco Consumer Trends Fund has given 22.36% annualized returns in the past three years and 21.85% in the last 5 years. The Canara Robeco Consumer Trends Fund belongs to the Equity category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Consumer Trends Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹745Cr
1Y Returns38.8%

Canara Robeco Small Cap Fund Direct Growth

Fund Performance: The Canara Robeco Small Cap Fund belongs to the Equity category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,699Cr
1Y Returns77.3%

Canara Robeco Flexi Cap Fund Direct Growth

Fund Performance: The Canara Robeco Flexi Cap Fund has given 22.91% annualized returns in the past three years and 20.99% in the last 5 years. The Canara Robeco Flexi Cap Fund belongs to the Equity category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹6,143Cr
1Y Returns39.0%

Canara Robeco Gilt Fund Direct Growth

Fund Performance: The Canara Robeco Gilt Fund has given 8.38% annualized returns in the past three years and 6.21% in the last 5 years. The Canara Robeco Gilt Fund belongs to the Debt category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Gilt Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹102Cr
1Y Returns3.0%

Canara Robeco Infrastructure Direct Growth

Fund Performance: The Canara Robeco Infrastructure Fund has given 20.68% annualized returns in the past three years and 15.14% in the last 5 years. The Canara Robeco Infrastructure Fund belongs to the Equity category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Infrastructure Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹171Cr
1Y Returns62.0%

Canara Robeco Ultra Short Term Fund Direct Growth

Fund Performance: The Canara Robeco Ultra Short Term Fund has given 5.23% annualized returns in the past three years and 5.73% in the last 5 years. The Canara Robeco Ultra Short Term Fund belongs to the Debt category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Ultra Short Term Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹676Cr
1Y Returns3.2%

Canara Robeco Savings Fund Direct Growth

Fund Performance: The Canara Robeco Savings Fund has given 6.27% annualized returns in the past three years and 6.48% in the last 5 years. The Canara Robeco Savings Fund belongs to the Debt category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Savings Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,288Cr
1Y Returns3.4%

Canara Robeco Short Duration Fund Direct Growth

Fund Performance: The Canara Robeco Short Duration Fund has given 7.67% annualized returns in the past three years and 7.21% in the last 5 years. The Canara Robeco Short Duration Fund belongs to the Debt category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Short Duration Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹988Cr
1Y Returns3.7%

Canara Robeco Conservative Hybrid Fund Direct Growth

Fund Performance: The Canara Robeco Conservative Hybrid Fund has given 12.79% annualized returns in the past three years and 10.06% in the last 5 years. The Canara Robeco Conservative Hybrid Fund belongs to the Hybrid category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Conservative Hybrid Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹959Cr
1Y Returns12.8%

Canara Robeco Dynamic Bond Fund Direct Growth

Fund Performance: The Canara Robeco Dynamic Bond Fund has given 7.63% annualized returns in the past three years and 5.88% in the last 5 years. The Canara Robeco Dynamic Bond Fund belongs to the Debt category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Dynamic Bond Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹127Cr
1Y Returns2.5%

Canara Robeco Income Direct Growth

Fund Performance: The Canara Robeco Income Fund has given 8.97% annualized returns in the past three years and 6.82% in the last 5 years. The Canara Robeco Income Fund belongs to the Debt category of Canara Robeco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Income Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹147Cr
1Y Returns3.7%

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