Canara
Robeco Emerging Equities Fund has consistently beaten the CNX Midcap Index and
the equity diversified category average across all time frames in the last 5
years.
The fund has consistently been in the top quartile in terms of
performance against other funds in the equity diversified space. Since its
inception the fund has outperformed the CNX Midcap index signifying
outperformance.
Canara
Robeco Emerging Equities Fund: Daily Chart
Canara
Robeco Emerging Equities is the best amongst the small cap & mid cap
category and it is ranked 3rd by CRISIL. It aims to generate long
term capital appreciation through investing in diversifies mid-cap stocks which
have higher probability to turn into bigger corporate in the coming future.
Portfolio Analysis: As per the sectoral holdings Banking & Finance
have been most favored sector for this fund as it is
contributing 15.28% to the entire portfolio followed by Chemical
and Engineering Sector. Top
Holdings and Sector Allocation for this fund are shown below.
Top
Holdings:
Company
|
PE
|
% Assets
|
Atul
|
22.66
|
3.00
|
Minda
Industries
|
22.83
|
2.99
|
Engineers
India
|
30.87
|
2.89
|
CCL
Products
|
33.24
|
2.54
|
Future
Retail
|
36.73
|
2.35
|
Sector Allocation:
Sector
|
%
|
Banking
& Finance
|
15.28
|
Chemicals
|
15.15
|
Engineering
|
11.62
|
Automotive
|
9.06
|
Cement
|
8.39
|
Returns as on 1st February, 2017
Performance
|
Fund
|
1 Year
|
37.35
|
3 Year
|
37.03
|
5 Year
|
26.61
|
Risk Profile: The
risk associated with this fund is too high because the total investment is
focused on the stocks from small caps and midcaps sector (Recently there are
alterations in the holdings, still the risk associated is high). During the
corrective phase or bad times this
scripts do not have any lower limits to fall which can turn into capital
loss. However every coin has 2 sides as these small size companies have
potential to turn large which once happens can
add bumper returns to your corpus. It is suitable to investors having high
risk bearing ability within the age of 20-40 years.
Investment
perspective: This fund has maximum exposure to equity and
as per our outlook on Indian Equity markets medium term outlook is positive.
Parking through SIP route is the best option as of now.
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