Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Category: Equity: Mid Cap
Launch Date: 01-12-2022
Asset Class:
Benchmark: BSE 150 MidCap TRI
Expense Ratio: 1.94% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,728.65 Cr As on (29-11-2024)
Turn over:
NAV as on 26-12-2024

16.59

0.05 (0.3014%)

CAGR Since Inception

27.83%

BSE 150 MidCap TRI 18.09%

PERFORMANCE of Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Scheme Performance (%) Data as on - 26-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 28.41 - - - 27.83
Benchmark - - - - -
Equity: Mid Cap 30.35 22.46 26.44 17.06 21.06

Yearly Performance (%)

Nav Movement

Fund Managers

Pranav Gokhale, Shridatta Bhandwaldar

Investment Objective

The Scheme seeks to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies.

RETURNS CALCULATOR for Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Mid Cap Fund- Regular Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Equity: Mid Cap - - - - - -

PEER COMPARISION of Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Period
Data as on - 26-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 28.41 30.04 0.0 0.0 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 55.5 49.65 35.49 33.15 20.54
Invesco India Midcap Fund - Growth Option 19-04-2007 45.79 39.92 25.53 28.47 18.42
HSBC Midcap Fund - Regular Growth 09-08-2004 41.52 40.86 26.33 25.5 17.69
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 39.64 39.34 26.03 30.42 19.13
JM Midcap Fund (Regular) - Growth 21-11-2022 35.01 40.52 0.0 0.0 0.0
Kotak Emerging Equity Scheme - Growth 30-03-2007 34.54 33.12 23.52 27.4 18.76
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 34.09 38.43 0.0 0.0 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 33.62 36.4 25.74 24.93 16.22
Franklin India Prima Fund-Growth 01-12-1993 33.29 34.82 23.16 23.71 16.13

PORTFOLIO ANALYSIS of Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Asset Allocation (%)