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Unlock Fund Report Card ET Money Rank Consistency of Returns Protection from Volatility Fund TrendDisclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns. .
Lumpsum investment Investment periodDisclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns. .
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns. .
| Period | This fund | Category average |
|---|---|---|
| 1 month | 4.02% | 4.29% |
| 3 months | 7.03% | 8.13% |
| 6 months | 28.3% | 26.97% |
| 1 year | 42.04% | 44.08% |
| 3 years | 17.81% | 21.07% |
| 5 years | 25.85% | 25.63% |
| 10 years | 19.7% | 17.54% |
Bifurcation by Credit Quality is not available for this fund
Top Debt HoldingsBifurcation by Holding is not available for this fund
Allocation by Instruments Other Holdings Detailed portfolio analysis| Fund name | ETM Rank | AUM (in Crs.) | Fund age | Expense ratio |
|---|---|---|---|---|
| Canara Robeco Emerging Equities Fund | #16 | ₹25,039 Crs | 11 yrs 8 m | 0.54% |
| SBI Large & Midcap Fund | #1 | ₹28,172 Crs | 11 yrs 8 m | 0.72% |
| ICICI Prudential Large & Mid Cap Fund | #2 | ₹16,587 Crs | 11 yrs 8 m | 0.82% |
| Quant Large and Mid Cap Fund | #3 | ₹3,707 Crs | 11 yrs 8 m | 0.61% |
| Kotak Equity Opportunities Fund | #4 | ₹25,293 Crs | 11 yrs 8 m | 0.47% |
| Edelweiss Large & Mid Cap Fund | #5 | ₹3,655 Crs | 11 yrs 8 m | 0.45% |
| Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Canara Robeco Emerging Equities Fund | 4.02% | 28.3% | 42.04% | 17.81% | 25.85% | 19.7% |
| SBI Large & Midcap Fund | 4.93% | 23.39% | 35.23% | 21.46% | 25.26% | 17.44% |
| ICICI Prudential Large & Mid Cap Fund | 5.68% | 25.14% | 46.22% | 25.85% | 27.62% | 17.08% |
| Quant Large and Mid Cap Fund | 1.36% | 20.42% | 54.07% | 28.36% | 31.53% | 21.6% |
| Kotak Equity Opportunities Fund | 3.84% | 25.68% | 42.35% | 22.0% | 26.29% | 18.67% |
| Edelweiss Large & Mid Cap Fund | 4.7% | 27.75% | 43.52% | 21.1% | 26.35% | 17.7% |
| Fund name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Canara Robeco Emerging Equities Fund | 12.48 | 0.93 | 1.01 | 1.98 |
| SBI Large & Midcap Fund | 12.23 | 0.90 | 1.24 | 1.91 |
| ICICI Prudential Large & Mid Cap Fund | 12.39 | 0.88 | 1.58 | 2.65 |
| Quant Large and Mid Cap Fund | 15.32 | 1.03 | 1.45 | 2.64 |
| Kotak Equity Opportunities Fund | 12.06 | 0.89 | 1.32 | 2.25 |
| Edelweiss Large & Mid Cap Fund | 13.08 | 0.97 | 1.17 | 2.11 |
| Alpha | 1.56 vs. 7.45 Underperformed at beating benchmark |
| Sharpe | 1.01 vs. 8.25 Poor risk-adjusted returns |
| Beta | 0.93 vs. 1.29 Less sensitive to market ups & downs |
| Standard deviation | 12.48 vs. 11.39 More volatile performance |
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.
Standard deviationStandard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
| Fund AUM | ₹25,039 Crs as on Jun 30, 2024 |
| Scheme document | View Scheme Document |
Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance). Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
Amit NadekarMr. Nadekar has done M.Com, CA and MMS(Finance). Prior to joining Canara Robeco Mutual Fund, he has worked with LIC Mutual Fund, Alchemy Capital Management Pvt. Ltd., Raymond Limited, Apar Research and First Global Securities.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks.
| No. of schemes | 25 view all schemes |
| Total AUM | ₹94,685 Crs as on Jun 30, 2024 |
| Address | 4th Floor - Construction House, 5 - Walchand Hirachand Marg, Mumbai, 400001 |
| Phone | 022-22621371/ 66585000 / 665850010 |
| Fund name | ETM Rank | AUM (in Crs.) | 1Y | 5Y |
|---|---|---|---|---|
| Canara Robeco Small Cap Fund | #2 | ₹12,248 Crs | 43.86% | 37.94% |
| Canara Robeco Infrastructure Fund | #8 | ₹887 Crs | 65.73% | 33.02% |
| Canara Robeco Consumer Trends Fund | #5 | ₹1,760 Crs | 44.85% | 26.85% |
| Canara Robeco ELSS Tax Saver | #13 | ₹9,049 Crs | 37.68% | 25.43% |
| Canara Robeco Flexi Cap Fund | #9 | ₹13,510 Crs | 35.93% | 23.33% |
Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.
However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.
At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.
In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.
How are the returns of Canara Robeco Emerging Equities Fund ?The Canara Robeco Emerging Equities Fund is a 11 yrs 8 m old fund and has delivered average annual returns of 22.35% since inception.
| 1-Year | 3-Year | 5-Year | 10-Year | Since Inception |
|---|---|---|---|---|
| 42.04% | 17.81% | 25.85% | 19.7% | 22.35% |