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.
NAV of this fund has moved from 45
levels to 80 levels within a time span of 3 years and has provided more than
36% returns. It outperformed despite of the volatility in the market and has performed
better than its benchmark index.
Canara Robeco
Emerging Equities Fund: Daily Chart
Portfolio Analysis:
As per the sectoral holdings Banking &
Finance have
been most favored sector for this fund as it is contributing 18.57% 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
|
|
Minda
Industries
|
24.94
|
3.11
|
|
Atul
|
25.74
|
3.07
|
|
CARE
|
30.56
|
2.49
|
|
CCL
Products
|
33.97
|
2.38
|
|
Engineers
India
|
31.12
|
2.33
|
Sector Allocation:
|
Sector
|
%
|
|
Banking
& Finance
|
18.57
|
|
Chemicals
|
14.96
|
|
Engineering
|
11.81
|
|
Automotive
|
8.87
|
|
Manufacturing
|
7.91
|
Returns as on 12th April, 2017
|
Performance
|
Fund
|
|
1
Year
|
42.87
|
|
3
Year
|
36.69
|
|
5
Year
|
28.64
|
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. 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.
Invest NOW in Canara Robeco
Emerging Equities Fund online – Click here
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