Canara Robeco Equity Diversified Fund - Regular Plan - Growth
(Erstwhile Canara Robeco Equity Diversified - Regular Plan - Growth)
| Category: Equity: Multi Cap |
| Launch Date: 16-09-2003 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| Expense Ratio: 2.37% As on ( 30-09-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,581.16 Cr As on ( 31-10-2019) |
| Turn over: 37.0 |
PERFORMANCE of Canara Robeco Equity Diversified Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 15-11-2019
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 13.35 | 15.7 | 8.54 | 12.09 | 17.7 |
| S&P BSE 500 TRI | 9.55 | 12.11 | 8.68 | 10.38 | 11.46 |
| Equity: Multi Cap | 10.42 | 11.31 | 8.29 | 11.62 | 12.94 |
Yearly Performance (%)
Fund Managers
Mr. Ravi Gopalakrishnan, Mr.. Shridatta Bhandwaldar
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.
Investment Objective
The scheme aims to generate capital appreciation by investing in equity and equity related securities. The scheme would follow bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Being an open-ended scheme, some portion of the portfolio may be invested in money market instruments so as to meet the normal repurchase requirements.
RETURNS CALCULATOR for Canara Robeco Equity Diversified Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Canara Robeco Equity Diversified Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 15.82 | 0.31 | -1.79 | 1.08 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION of Canara Robeco Equity Diversified Fund - Regular Plan - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 13.35 | 8.65 | 15.7 | 8.54 | 12.09 |
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | 20.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| JM Multicap Fund - Growth option | 23-09-2008 | 20.01 | 7.5 | 15.5 | 10.81 | 8.97 |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 19.58 | 7.39 | 13.94 | 9.56 | 11.91 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 15.14 | 8.02 | 13.97 | 11.97 | 0.0 |
| Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 14.57 | 2.9 | 0.0 | 0.0 | 0.0 |
| LIC MF Multicap Fund-Regular Plan-Growth | 15-04-1993 | 14.43 | 3.19 | 7.99 | 4.33 | 7.43 |
| SBI Magnum Multicap Fund - Regular Plan -Growth Option | 10-09-2005 | 14.0 | 5.24 | 12.86 | 11.44 | 11.73 |
| Kotak Standard Multicap Fund - Growth | 11-09-2009 | 13.8 | 7.04 | 14.18 | 11.33 | 13.65 |
| Tata Multicap Fund -Regular Plan-Growth | 31-08-2018 | 13.6 | 0.0 | 0.0 | 0.0 | 0.0 |