3 Year return

28.02%
Launched on January 2019 (5 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹10085.98 Cr.

Expense Ratio

0.44% (inclusive of GST)

Exit Load

1% - If redeemed/switched out within 1 year from the date of allotment. Nil - If redeemed/switched out after 1 year from the date of allotment.

Ratings

ARQ Rating
5

Ratings by other agencies

5
5
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Canara Robeco Mutual Fund Managers

SB

Shridatta Bhandwaldar

Fund Manager since Jul 2023

View Details

Fund House Details

Canara Robeco Mutual Fund

Canara Robeco Mutual Fund Asset management company

AUM ₹87,069.50 Cr.
No. of Schemes 88
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Canara Robeco Mutual Fund

List of mutual fund schemes by AMC

About Canara Robeco Small Cap Fund Direct Plan Growth

Canara Robeco Small Cap Fund Direct Plan Growth is an equity mutual fund scheme introduced by Canara Robeco Mutual Fund, which holds the distinction of being India's second oldest management company. This particular investment plan is designed to channel funds primarily towards small market capitalisation companies. It follows a bottom-up stock selection strategy, analysing individual companies based on their financial performance, growth potential, and other fundamental factors rather than solely focusing on broader market trends. Notably, it maintains a comparatively lower expense ratio than many other funds in the market.

Investment Objective of the Scheme

The primary goal of Canara Robeco Small Cap Fund Direct Plan Growth is to generate capital appreciation through investments in small-cap stocks. The scheme aims to identify promising companies that have the potential to become industry leaders in the long run, thereby creating value and growth opportunities for investors.

Key Features of The Fund

5-year return 31.87%
Expense Ratio 0.44%
Fund Manager Shridatta Bhandwaldar
Fund Size ₹10085.98 Cr
Risk Profile Very High

Is This Scheme Right for Me?

You can consider investing in the Canara Robeco Small Cap Fund Direct Plan Growth if you want to earn capital appreciation over the medium to long term. The fund's strategic focus on small-cap stocks opens up the possibility of substantial growth opportunities, especially as these companies often have greater room for expansion. However, it's vital to approach such investments sensibly, as small-cap stocks can be more volatile compared to their larger counterparts. This inherent volatility means that prices may experience significant fluctuations, and while it can lead to attractive returns, it also brings additional risks.

AMC Contact Details

Name Canara Robeco Mutual Fund
Launch Date December 1987
Addresss 4th Floor - Construction House, 5 - Walchand Hirachand Marg, Mumbai 400001
Contact 1800-209-2726
Email crmf@canararobeco.com
Website https://www.canararobeco.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Invest Regularly, Achieve Your Goals with SIPs

Regular investing is a cornerstone of building wealth for the future. SIPs (Systematic Investment Plans) make investing consistent and hassle-free. By setting up a fixed amount to be invested periodically, you can benefit from rupee-cost averaging and potentially reduce the impact of market volatility. Angel One's SIP calculator helps you plan your investment strategy and estimate potential returns.

FAQs

What is today's NAV of Canara Robeco Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Canara Robeco Small Cap Fund Jun 11 2024 is 40.72

What is the AUM of Canara Robeco Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Canara Robeco Small Cap Fund is 10085.98 crore.

What is the expense ratio of Canara Robeco Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Canara Robeco Small Cap Fund is 0.44%

What are the returns of Canara Robeco Small Cap Fund since inception?

The Canara Robeco Small Cap Fund was launched on Jan 25 2019. The fund has delivered a CAGR of 30.1 since inception.

What is the minimum SIP amount to invest in Canara Robeco Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Canara Robeco Small Cap Fund is 1000.

How do I invest in Canara Robeco Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Canara Robeco Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Canara Robeco Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Canara Robeco Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.