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Best Performing Canara Robeco Mutual Funds in 2022

Asefa Hafeez
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Canara Robeco Mutual Fund was launched in December 1987 as Canbank Mutual Fund, making it the second-oldest mutual fund in India. Consequently, in 2007, Canara Bank teamed with Robeco (now a division of Japan’s ORIX Corporation), and the mutual fund was renamed Canara Robeco Mutual Funds. Since then, it has regularly been one of the AMC in India with the quickest growth in terms of AUM. Canara Robeco’s investing options include diverse and thematic stock schemes, hybrid and monthly income funds, and a vast array of debt and treasury instruments.

 

 

Best Canara Robeco Mutual Fund Schemes to Invest. (as per 3-Year Return)

 

Scheme 3-Year Return AUM (INR) (Cr)
Canara Robeco Small Cap Fund 39.98% 4,161.05
Canara Robeco Infrastructure Fund 24.93% 249.92
Canara Robeco Equity Tax Saver Fund 22.24% 4,480.87
Canara Robeco Emerging Equities Fund 21.68% 15,553.98
Canara Robeco Consumer Trends Fund 20.40% 957.92
Canara Robeco Flexi Cap Fund 19.41% 8,747.17
Canara Robeco Bluechip Equity Fund 18.56% 8,654.13

Source: AMFI (data as of 22/11/2022)

 

Closer Look at Top Equity Canara Robeco Mutual Funds (as per 3-Year Return)

 

 

Canara Robeco Mutual Fund’s Canara Robeco Small Cap Fund Direct-Growth is a Small Cap mutual fund. This fund has existed for three years and nine months, having been established on January 25, 2019. As of 16th November 2022, Canara Robeco Small Cap Fund Direct-Growth has INR 4,161.05 Crores in assets under management (AUM) and is a medium-sized fund within its category. The fund’s expense ratio of 0.39% is lower than that of the majority of other Small Cap funds.

 

 

 

 

 

Canara Robeco Infrastructure Direct-Growth is a Sectoral-Infrastructure mutual fund. This fund has existed for 9 years and 10 months, having been established on 01/01/2013. As of 16th November 2022, Canara Robeco Infrastructure Direct-Growth has INR 249.92 Crores in assets under management (AUM) and is a medium-sized fund within its category. The expense ratio of 1.33 percent is comparable to that of the majority of other sector-infrastructure funds.

 

 

 

 

 

Canara Robeco Equity Tax Saver Direct-Growth is an Equity-Linked Savings Scheme (ELSS) mutual fund from Canara Robeco Mutual Fund. This fund has existed for 9 years and 10 months, having been established on 01/01/2013. As of 16th November 2022, Canara Robeco Equity Tax Saver Direct-Growth has INR 4,480.87 Crores in assets under management (AUM) and is a medium-sized fund within its category. The fund’s expense ratio of 0.6% is lower than the expense ratios of the majority of other ELSS funds.

 

 

 

 

 

Canara Robeco Mutual Fund’s Canara Robeco Bluechip Equity Fund Direct-Growth is a Large Cap mutual fund. This fund has existed for 9 years and 10 months, having been established on 01/01/2013. As of 16th November 2022, Canara Robeco Bluechip Equity Fund Direct-Growth has an AUM of 8,548 Crores and is a medium-sized fund in its category. The fund’s expense ratio of 0.38% is comparable to that of most other Large Cap funds.

 

 

 

 

 

Canara Robeco Emerging Equities Fund Direct-Growth is a plan of Canara Robeco Mutual Fund’s Large & MidCap mutual fund. This fund has existed for 9 years and 10 months, having been established on 01/01/2013. As of 16th November 2022, Canara Robeco Emerging Equities Fund Direct-Growth has INR 15,553.98 Crores in assets under management (AUM) and is a medium-sized fund within its category. The fund’s expense ratio of 0.58% is lower than that of the majority of other Large & Midcap funds.

 

 

 

 

 

Canara Robeco Consumer Trends Fund Direct-Growth is a Canara Robeco Mutual Fund Thematic-Consumption mutual fund scheme. This fund has existed for 9 years and 10 months, having been established on 01/01/2013. As of 16th November 2022, Canara Robeco Consumer Trends Fund Direct-Growth has INR 957.92 Crores in assets under management (AUM) and is a medium-sized fund within its category. The expenditure ratio of 1.0% is comparable to that of the majority of Thematic-consumption funds.

 

 

 

 

 

This fund has existed for 9 years and 10 months, having been established on 01/01/2013. As of 16th November 2022, Canara Robeco Flexi Cap Fund Direct-Growth has an AUM of 8,747.17 Crores and is a medium-sized fund within its category. The fund’s expense ratio of 0.49% is lower than that of the majority of other Multi Cap funds.

 

 

 

 

 

Canara Robeco Mutual Fund’s is a Large Cap mutual fund. This fund has existed for 9 years and 10 months, having been established on 01/01/2013. As of 16th November 2022, Canara Robeco Bluechip Equity Vehicle Direct-Growth has an AUM of INR 8,654.13 Crores and is a medium-sized fund in its category. The fund’s expense ratio of 0.38% is comparable to that of most other Large Cap funds.

 

 

 

 

Top Canara Robeco Mutual Fund Managers

 

Mr. Bhandwaldar is the Equity Head at Canara Robeco Asset Management Company Ltd. He  has fourteen years of experience. Since July 2016, he has been affiliated with Canara Robeco AMC limited. Prior to joining Canara Robeco AMC Limited, Mr. Bhandwaldar worked for SBI Pension Funds Private Limited as the Head of Research and Portfolio Manager. Additionally, he has held the positions of Senior Equity Analyst at Heritage India Advisory Pvt Ltd, Research Analyst at Motilal Oswal Securities, and Research Associate at MF Global Securities.

 

Fund Manager at Canara Robeco Asset Management Company Ltd. She worked as a Research Analyst for UTI mutual fund from May 2006 to September 2007 and as a Senior Research Analyst at ING Investment Management between September 2007 and August 2009. She was also an Equity Fund Manager at Tata AIA Life Insurance.

 

Mr. Bembalkar is the Equities Fund Manager for Canara Robeco Asset Management Company Limited. He holds a Bachelor of Commerce and a Master of Science in Accounting and Finance. In addition, he holds ACA and CFA Charters. He has 12 years of experience overall. Since December 2019, he has been associated with Canara Robeco AMC Limited. Prior to joining Canara Robeco, he worked for LIC Mutual Fund Asset Management Ltd., Quantum Advisors Pvt. Ltd., and Autonomous LLP as an Intern Analyst.

 

Mr. Khandelwal serves as the Offshore Fund Manager at Canara Robeco Asset Management Company Ltd. He also has fourteen years of experience. Since June 2018, he has been linked with Canara Robeco. Prior to joining Canara Robeco AMC Limited, he managed Asian Market Securities, Systematic Shares, and Stocks at Aegon Life Insurance.

 

Mr. Mishra is a manager of equity funds at Canara Robeco. Additionally, he has more than 18 years of experience in stocks and financial markets. Before joining Canara Robeco in May 2021, he held positions at Daiwa Portfolio Advisory (India) Private Ltd., Daiwa Asset Management (India) Pvt. Ltd., and Shinsei Asset Management (India) Pvt. Ltd. He is both an Associate Chartered Accountant and a Bachelor of Commerce holder.

 

Mr. Gandhi is the Manager of Funds for Canara Robeco Asset Management Company Limited. He also holds a master’s degree in business administration and a bachelor’s degree in commerce. In addition, he has a total of ten years of experience. Prior to joining Canara Robeco, he worked as a Research Analyst at SBI Life Insurance Company Ltd. from August 2008 to March 2015 and as a Research Analyst from April 2015 to February 2018.

 

Mr. Jain is the Fixed Income Head for Canara Robeco Asset Management Company Limited. IIM, Kolkata granted him a postgraduate diploma in management. In addition, he has over 21 years of experience in Banking and Asset Management. Since 2013, he has been affiliated with Canara Robeco AMC Limited. Before joining Canara Robeco AMC Limited, he was the Fund Manager of CR Income and Medium Term and the Co-Fund Manager of MIP, IndiGo, Gold FoF, and Gold ETF. Currently, he is accountable for Fixed Income’s overall performance. He is also responsible for the adoption of macro perspectives and diverse trading methods.

 

How to Invest in Canara Robeco Mutual Funds?

 

 

 

Before investing in mutual funds, all KYC procedures must be completed. Not all mutual funds would permit online investment by new investors. A client must visit the website of the Mutual Fund Company or AMC and register online in order to invest in mutual funds online. 

 

 

How to Invest in Canara Robeco Mutual Funds via Kuvera?

 

You can invest in Canara Robeco direct mutual funds through Kuvera and avoid paying commissions. It is the best platform to invest in mutual funds as it is 100% free and helps you find the right investment for your life goals. 

To invest in mutual funds via Kuvera, follow the given steps:

 

Step 1: Sign up at www.kuvera.in. 

Step 2: Complete the KYC requirements and link your bank account.

Step 3: Click on MF in the Explore section to choose mutual funds for investment. 

 

How to Download Canara Robeco Mutual Fund Investment Statement?

 

 

 

FAQ

 

Canara Robeco Mutual Funds is one of the largest Asset Management Companies (AMCs) governed by SEBI in the country. Regarding safety, it will depend on how you define the term. When it comes to market-linked assets such as mutual funds, no AMC can guarantee your capital’s safety. It is prudent to evaluate and select a fund that meets your needs.

 

Small cap funds are mutual funds that, per Securities and Exchange Board of India (SEBI) laws, must invest at least 65 percent of their assets in equities of small cap companies. Small cap companies are rated from 251st onwards in terms of market capitalisation.

 

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