_ap_ufes{"success":true,"siteUrl":"www.investmentyogi.com/w","urls":{"Home":"http://www.investmentyogi.com","Category":"http://www.investmentyogi.com/category/alternative-investment/","Archive":"http://www.investmentyogi.com/2015/02/","Post":"http://www.investmentyogi.com/salient-aspects-of-union-budget-2015/","Page":"http://www.investmentyogi.com/nri/","Nav_menu_item":"http://www.investmentyogi.com/trending/","Wpcf7_contact_form":"http://www.investmentyogi.com/?post_type=wpcf7_contact_form&p=5591","Flare":"http://www.investmentyogi.com/flare/email/"}}_ap_ufee

Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Canara Robeco Emerging Equity

0 Flares 0 Flares ×

Fund Name: Canara Robeco Emerging Equity (G)

CRISIL Rank: NA

Category: Equity – Mid and Small cap

Expense Ratio: 2.95%

Risk Level: Average

Benchmark: CNX Midcap

Objective: To generate capital appreciation by primarily investing in diversified mid-cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Returns (Annualized)

1-Year3-Year5-Year
31.83%11.77%29.5%

Our Review

Canara robeco emerging equity (G) fund has made its inception in the year 2005. Since inception, it has produced annualized returns of 13.6%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Federal bank, Bluedart, AIA engineering, CESC and VA tech. The fund invests 62% of assets into mid caps, 29% in small caps and the rest in large caps. The fund has done exceedingly well even since it has made an entry. It invests in companies which have potential to become the future leaders. If you are willing to digest volatility in the markets, you can invest in this fund.

0 Flares Facebook 0 Google+ 0 Twitter 0 Email -- 0 Flares ×