Canara Robeco Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Mid Cap funds is 82.60% .
The largest portfolio holding is TREPS with a portfolio weight of 3.42% .
The fund currently owns more than 60 stocks.
The top 10 holdings account for 25.69% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 20.86% | 1.15% |
| 2 Year Return | 58.61% | 14.53% |
| 3 Year Return | N/A | 40.78% |
| 4 Year Return | N/A | 68.09% |
| 5 Year Return | N/A | 82.60% |
| 6 Year Return | N/A | 138.43% |
| 7 Year Return | N/A | 178.44% |
| Expense Ratio | 0.50% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
3.42%
|
||
| 2 | Financials |
2.73%
|
|
| 3 | Hospitals & Medical Services |
2.65%
|
|
| 4 | Industrials |
2.63%
|
|
| 5 | Lenses/Optical Care |
2.47%
|
|
| 6 | IT Consulting & Software |
2.43%
|
|
| 7 | Financial Technologies (Fintech) |
2.38%
|
|
| 8 | Financials |
2.34%
|
|
| 9 | Non-Banking Financial Company (NBFC) |
2.34%
|
|
| 10 | E-Commerce/E-Retail |
2.30%
|
|
| 11 | IT Consulting & Software |
2.30%
|
|
| 12 | Electric Equipment - General |
2.29%
|
AMC: CANARAROBECO
Category: Equity • Mid Cap
Launch Date: 11 Nov 2022
Fund Manager: Mr. Shridatta Bhandwaldar
Minimum Purchase: ₹5,000
Exit Load: 1% - If redeemed/switched out within 1 year from the date of allotment. Nil - If redeemed / switched out after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Canara Robeco Mid Cap Fund - Direct Plan is managed by CANARAROBECO and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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