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This Large & Mid Cap Fund Outperformed Category Average Returns, Given 115.07% In 5 Years

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A Large and Mid Cap Fund is a type of equity fund that invests at least 35% of its AUM in large-cap equities and 35% in mid-cap stocks, with the option to invest more in either category as well as in debt and money market instruments. These funds are a wonderful way to earn returns on long-term investments. One such fund we have analyzed here has given a promising return to its investors on long term investment Check out the detail to know more.

 

Canara Robeco Emerging Equities - Direct Plan-Growth

Canara Robeco Emerging Equities - Direct Plan-Growth

It is an open-ended large and mid-cap fund launched by the Canara Robeco Mutual Funds. It is a medium-sized fund of its category that aims to generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

The fund's asset under management is Rs 122878.79 crore. The NAV declared on 08th April 2022 is Rs 179.07. The expense ratio of the Direct Plan-Growth scheme is 0.62%. It is less compared to its category average expense ratio. 

This fund has been rated 5-star by the Rating agency CRISIL as well as Value Research. However, it is a highly risky fund for investment. This fund is best suited for an investment tenure of 3-4 years. To start investment in this fund, the minimum amount required is Rs 5,000, and for SIP, it is Rs 1,000. There is no lock-in period in this fund. 1% exit load is applicable if withdraw made within 1 year of the investment.

Absolute And Annualised Returns
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

The fund has given 25.12% returns in 1 year, whereas, since its inception, it has given 22.24% average annual returns.

Investment PeriodAbsolute ReturnsAnnualised ReturnsCategory Avg
1 Year25.12%25.12%24.79%
2 Year117.05%47.33%46.93%
3 Year79.32%21.47%19.51%
5 Year115.07%16.53%14.62%
Since Inception542.98%22.24%18.76%

SIP Returns

SIP PeriodAbsolute ReturnsAnnualised Returns
1 Year7.29%13.79%
2 Year35.87%32.60%
3 Year50.51%28.44%
5 Year66.01%20.38%
Portfolio

Portfolio

The fund has 95.9% investment in Indian stocks of which 45.34% is in large-cap stocks, 27.06% is in mid-cap stocks, and 4.63% in small-cap stocks. The fund has the majority of its money invested in the Financial, Technology, Automobile, Healthcare, and Energy sectors. It has taken less exposure in the Financial, Technology sectors compared to other funds in the category.

The fund's top holdings are ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., State Bank of India, and Bajaj Finance Ltd.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Read more about: mutual fund sip mutual funds
Story first published: Saturday, April 9, 2022, 18:29 [IST]
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