Canara Robeco Emerging Equities Fund aims to generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks.
Further, Large cap companies are defined as ones which are ranked Top 100 with respect to their full market capitalisation & mid cap companies as the companies which fall in the range of 100 to 250 such companies.
Also, the fund seeks to identify those companies that have the potential to become leaders of tomorrow in their respective sectors within the large and midcap space.
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- Basic Detail of Canara Robeco Emerging Equities Fund
- Returns Generated by the Fund
- Risk Measures
- Investment Details
- Portfolio of the Fund
- Asset Allocation
- Investment Strategy
- Fund Manager
(A) Basic Details Canara Robeco Emerging Equities Fund
(B) Returns Generated by the Fund
Illustration: Wealth growth if invested in Canara Robeco Emerging Equities Fund
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(C) Risk Measures
(D) Investment Details
(E) Portfolio of the Fund
(F) Asset Allocation
(G) Investment Style
The Fund follows Growth at Reasonable Price style of investing
(H) Why Canara Robeco Emerging Equities Fund
Bottom up stock picking employed on Large Mid Cap Companies endeavors to select the best among the emerging companies form a part of portfolio.
Moreover, the fund invests with a long term view The aim is to stay away from herd behaviour, chasing short term profits, running after certain market spurs Such short term approach tends to be very risk and may not pay off in the long term.
Also, the Fund tries to identify companies which have the potential to become leaders of tomorrow in their respective sectors.
(I) Fund Manager: Mr Shridatta Bhandwaldar
Managing the scheme since 01-Oct-19.
Education: Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
Experience: 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).
(J) Taxability of earnings
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
- Further, if the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
- No tax is to be paid as long as you continue to hold the units.
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References: valueresearchonline.com, Industry’s Publications, News Publications, Mutual Fund Company.
Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.