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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Canara Robeco Diversified Equity

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Fund Name: Canara Robeco Diversified Equity (G)

CRISIL Rank: 3

Category: Equity – Large Cap

Expense Ratio: 2.62%

Risk Level: Average

Benchmark: S&P BSE 100

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

Returns (Annualized)

1-Year3-Year5-Year
19.34%11.95%19.99%

Our Review

Canara Robeco diversified equity fund has made its inception in the year 2003. Since inception, it has produced annualized returns of 21%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include ICICI bank, HDFC bank, RIL, ITC and Infosys. The fund invests 73% of assets into large cap stocks. The 5 year returns of the fund are amazing. It offers diversification of investment into various sectors.

Invest now

  • ttt

    Figures not matching with the FI link above on Fund Name. Also the fund is classified as multi-cap on VR & FI also says Large & Mid-cap. But you mentioned it as Large Cap. This is a mis-leading information.

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