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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 2023, 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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List of Canara Robeco Equity Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Canara Robeco Emerging Equities Fund
EquityVery High35.9%3₹20,816
Canara Robeco Bluechip Equity Fund
EquityVery High32.5%4₹12,577
Canara Robeco Equity Hybrid Fund
HybridVery High27.3%4₹9,890
Canara Robeco Equity Tax Saver Fund
EquityVery High11.6%4₹6,041
Canara Robeco ELSS Tax Saver Fund
EquityVery High32.8%4₹7,509
Canara Robeco Consumer Trends Fund
EquityVery High39.6%3₹1,411
Canara Robeco Small Cap Fund
EquityVery High42.7%3₹9,402
Canara Robeco Flexi Cap Fund
EquityVery High32.9%3₹12,071
Canara Robeco Gilt Fund
DebtModerate6.8%3₹104
Canara Robeco Infrastructure Fund
EquityVery High60.4%3₹531
View All

Let's have a closer look

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 20.3% annualized returns in the past three years and 18.89% in the last 5 years. The Canara Robeco Emerging Equities Fund comes under 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₹20,816Cr
1Y Returns35.9%

Canara Robeco Bluechip Equity Fund Direct Growth

Fund Performance: The Canara Robeco Bluechip Equity Fund has given 17.7% annualized returns in the past three years and 18.31% in the last 5 years. The Canara Robeco Bluechip Equity Fund comes under 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 ₹100.

Min Investment Amt₹5,000
AUM₹12,577Cr
1Y Returns32.5%

Canara Robeco Equity Hybrid Fund Direct Growth

Fund Performance: The Canara Robeco Equity Hybrid Fund has given 15.72% annualized returns in the past three years and 15.68% in the last 5 years. The Canara Robeco Equity Hybrid Fund comes under 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₹9,890Cr
1Y Returns27.3%

Canara Robeco Equity Tax Saver Direct Growth

Fund Performance: The Canara Robeco Equity Tax Saver Fund has given 20.32% annualized returns in the past three years and 18.56% in the last 5 years. The Canara Robeco Equity Tax Saver Fund comes under 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₹6,041Cr
1Y Returns11.6%

Canara Robeco ELSS Tax Saver Direct Growth

Fund Performance: The Canara Robeco ELSS Tax Saver Fund has given 19.2% annualized returns in the past three years and 19.38% in the last 5 years. The Canara Robeco ELSS Tax Saver Fund comes under the Equity category of Canara Robeco Mutual Funds.

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

Min Investment Amt₹500
AUM₹7,509Cr
1Y Returns32.8%

Canara Robeco Consumer Trends Fund Direct Growth

Fund Performance: The Canara Robeco Consumer Trends Fund has given 22.5% annualized returns in the past three years and 20.84% in the last 5 years. The Canara Robeco Consumer Trends Fund comes under 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₹1,411Cr
1Y Returns39.6%

Canara Robeco Small Cap Fund Direct Growth

Fund Performance: The Canara Robeco Small Cap Fund has given 32.32% annualized returns in the past three years and 28.58% in the last 5 years. The Canara Robeco Small Cap Fund comes under 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₹9,402Cr
1Y Returns42.7%

Canara Robeco Flexi Cap Fund Direct Growth

Fund Performance: The Canara Robeco Flexi Cap Fund has given 18.71% annualized returns in the past three years and 17.95% in the last 5 years. The Canara Robeco Flexi Cap Fund comes under 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 ₹100.

Min Investment Amt₹5,000
AUM₹12,071Cr
1Y Returns32.9%

Canara Robeco Gilt Fund Direct Growth

Fund Performance: The Canara Robeco Gilt Fund has given 5.21% annualized returns in the past three years and 7.06% in the last 5 years. The Canara Robeco Gilt Fund comes under 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₹104Cr
1Y Returns6.8%

Canara Robeco Infrastructure Direct Growth

Fund Performance: The Canara Robeco Infrastructure Fund has given 34.96% annualized returns in the past three years and 25.17% in the last 5 years. The Canara Robeco Infrastructure Fund comes under 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₹531Cr
1Y Returns60.4%

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