The Canara Robeco Smallcap Fund Direct Growth was launched by the Canara Robeco Mutual Fund on 15 February 2019. This is a dynamic investment option that aims to deliver substantial growth potential for investors. This mutual fund is specifically designed to capitalise on the potential of small-cap stocks in the Indian market. With a focus on direct investment, it provides an efficient and cost-effective way for investors to participate in the growth of promising small-sized companies.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
Canara Robeco Smallcap Fund Direct Growth Plan is an open-ended equity scheme that predominantly invests in small-cap stocks, which are shares of smaller companies. The plan aims to maximise returns by capitalising on the growth potential of these smaller companies.
By choosing the "Direct Growth" plan, investors can potentially achieve higher returns compared to regular plans, as it involves a direct investment approach without the added cost of intermediaries. It's a strategic way to participate in the growth of small-sized companies in the Indian market.
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
|Fund Name||Canara Robeco Smallcap Fund Direct Growth|
|Fund Type||Direct Growth Fund|
|Fund House||Canara Robeco Mutual Fund House|
|Launched On||15 February 2019|
|Asset Under Management (AUM)||₹7,821|
|Benchmark Index||Nifty Smallcap 250 TRI|
|Risk Category||Very High|
|Investment Objective||The goal is to grow your investment by mainly putting money into small-cap equities.|
|Net Asset Value (NAV)||Canara Robeco Smallcap Fund - Direct Growth NAV: ₹32.04 (as of 09 October 2023)|
|Market Cap Allocation||
|Systematic Investment Plan (SIP)||Available from Rs. 1,000|
|Minimum Lump Sum Investment Amount||Rs. 5,000|
|Minimum Additional Investment Amount||Rs. 1,000|
|Lock- in||No Lock-in Period|
|Suitable For||Canara Robeco Smallcap Fund Direct Growth Plan is ideal for investors who seek substantial returns over a 3-4 year period and should be prepared for the potential of higher investment losses.|
|Name of Holdings||% of Total Holdings (as of 09 October 2023)|
|Top 5 Equity Holdings (95.26%)|
|KEI Industries Ltd.||2.84%|
|Cera Sanitaryware Ltd.||2.76%|
|Equitas Small Finance Bank Ltd.||2.30%|
|Bharat Electronics Ltd.||2.05%|
|Other Cash Holdings (4.74%)|
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
|Sector||% of Total Holdings|
|Investment Period||Annualised Returns (Direct)|
|Returns Since Inception (RSI)||28.52%|
The following documents are required to invest in Canara Robeco Smallcap Fund Direct Growth:
Proof of Identity
Voter ID card
Proof of Address
Bank Account Details (Required if you are investing through a Systematic Investment Plan or SIP)
KYC Form (This is a form that provides your personal and financial information)
NRI/ OCI/ PIOs Documents
Overseas Address Proof
Valid NRI/ PIO Card
NRE/ NRO Account Details
Follow the steps mentioned below to start investing in Canara Robeco Smallcap Fund Direct Growth:
You can open a mutual fund investment account with Canara Robeco Mutual Fund or with any other mutual fund distributor.
If you have not already done so, you will need to complete your KYC (Know Your Customer) formalities. This can be done online or offline.
You can invest in Canara Robeco Smallcap Fund Direct Growth through a lump sum investment or a systematic investment plan (SIP).
You can make your investment online or offline. If you are investing online, you can transfer the money from your bank account to the mutual fund investment account using net banking or UPI.
If you are investing offline, you can write a cheque in the name of the mutual fund investment account and submit it to the distributor.
You can estimate the future returns from your investments in Canara Robeco Smallcap Fund Direct Growth Plan with the help of the following online calculators:
Policybazaar SIP Calculator
Policybazaar Mutual Fund Calculator
The Policybazaar SIP Calculator is a fast, easy, and hassle-free tool to calculate your SIP returns. You need to insert the following details in the calculator:
Monthly SIP Amount: The amount you plan to invest in the fund each month.
Investment Duration: The period over which you intend to invest (e.g., in years).
Expected Rate of Return: An estimate of the annual growth rate you anticipate from the fund.
You can enter these details into the Policybazaar SIP calculator, which will then provide you with the following information:
Estimated future value of your investments
Total interest earned on your investments
Expected rate of return
These funds are a good investment option for investors who are willing to take on higher risk in order to generate higher returns. However, investors should also be aware that small-cap funds may experience periods of high volatility.
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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