Canara Robeco Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
15 Feb 2019
5.9 years ago
Lock-in Period
No lock-in
NAV
as of 15 Jan 2025
₹41.11
+0.538% (0.30)
AUM
₹12,544 Cr
Expense ratio
0.47%
Benchmark
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Industrials

Industrials

27.16%
Financial Services

Financial Services

20.66%
Consumer Cyclical

Consumer Cyclical

14.84%
Basic Materials

Basic Materials

12.00%
Healthcare

Healthcare

10.83%

Fund House

Canara Robeco

Canara Robeco

Inc: 24 Apr 1988 • Total AUM: ₹1,07,856 Cr • Rank #15
Canara Robeco Mutual Fund, started in 1987, has Canara Bank as its sponsor. The fund house is headed by Rajnish Narula as the CEO. As of 31 March 2024, it has an AUM of ₹93,085 Cr. It functions under the holding company Robeco with a customer base of 38.89 lakhs+.

Fund Managers

Pranav Gokhale

Experience: 1.18 yrs • Total AUM: 1,78,771 Cr

Shridatta Bhandwaldar

Experience: 8.52 yrs • Total AUM: 5,99,130 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

HDFC Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
19.74%
Expense ratio
0.71%
Returns vs category
Average
Risk vs category
Average
Top rated

Axis Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
18.19%
Expense ratio
0.55%
Returns vs category
Average
Risk vs category
Low
Top rated

ICICI Prudential Smallcap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
16.90%
Expense ratio
0.76%
Returns vs category
Below Average
Risk vs category
Average
Top rated

SBI Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
16.13%
Expense ratio
0.68%
Returns vs category
Average
Risk vs category
Below Average
Top rated

Kotak Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
15.61%
Expense ratio
0.49%
Returns vs category
Average
Risk vs category
Average
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.