Canara Robeco Smallcap Fund Direct Growth

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.

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About Canara Robeco Smallcap Fund Direct Growth

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.

Investment Return Calculator (Power of Compounding)
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Invest For (in Years)

1 30

Stay invested for (in Years)

1 30

Expected rate of return (in %)

1 35
 
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Overview of Canara Robeco Smallcap Fund Direct Growth

Particulars Details
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)
Asset Allocation
  • Domestic Equities: 95.26%
  • Debt Securities: 0.00% (in Government Securities)
  • Other Cash Holdings: 4.74%
Market Cap Allocation
    • Small Cap: 53.12%
  • Mid Cap: 11.55%
  • Large Cap: 9.14%
  • Other: 21.45%
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
Fund Manager
  • Ajay Khandelwal 
  • Shridatta Bhandwaldar
Expense Ratio
  • 0.42% (as of 31 August 2023)
  • Lower than the category average of Bluechip Funds of 0.07%
Exit Load
  • If you sell it within 365 days; 1%
  • If exit after 1 year: NIL
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.

Top Holdings of Canara Robeco Smallcap Fund Direct Growth

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%
Titagarh Wagons 1.97%
Other Cash Holdings (4.74%)
TREPS 5.30%
Net Receivables -0.56%

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Top 10 Sector Allocations of Canara Robeco Smallcap Fund Direct Growth

Sector % of Total Holdings
Financial 17.50%
Services 15.80%
Others 14.00%
Capital Goods 13.10%
Construction 12.20%
Healthcare 9.80%
Chemicals 9.40%
Consumer Staples 8.20%

Canara Robeco Smallcap Fund Direct Growth Returns

Investment Period Annualised Returns (Direct)
1-Year 21.36%
3-Year 38.46%
Returns Since Inception (RSI) 28.52%

Documents Required to Invest in Canara Robeco Smallcap Fund Direct Growth

The following documents are required to invest in Canara Robeco Smallcap Fund Direct Growth:

  • Proof of Identity

    • PAN card

    • Passport

    • Aadhaar card

    • Voter ID card

    • Driving license

  • Proof of Address

    • Bank statement

    • Electricity bill

    • Telephone bill

  • 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

    • Valid Visa

    • NRE/ NRO Account Details

Steps to Invest in Canara Robeco Smallcap Fund Direct Growth

Follow the steps mentioned below to start investing in Canara Robeco Smallcap Fund Direct Growth:

Step 1: Open a Mutual Fund Investment Account

You can open a mutual fund investment account with Canara Robeco Mutual Fund or with any other mutual fund distributor.

Step 2: Complete Your KYC

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.

Step 3: Choose the Investment Mode

You can invest in Canara Robeco Smallcap Fund Direct Growth through a lump sum investment or a systematic investment plan (SIP).

Step 4: Make Your Investment Online

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. 

Step 5: Make your investment Offline: 

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.

Estimate Canara Robeco Smallcap Fund Direct Growth with SIP Calculator

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

FAQ's

  • Is it safe to invest in Canara Robeco Small Cap Fund Direct Growth?

    Canara Robeco Small Cap Fund Direct Growth has a good track record over the long term. The fund also has a strong management team with a proven track record of managing small-cap funds. Overall, Canara Robeco Small Cap Fund Direct Growth is a suitable investment option for investors who are willing to take on higher risks in order to generate higher returns. However, investors should also be aware that the fund may experience periods of high volatility.
  • What is the size of the Canara Robeco Small Cap Fund Direct Growth Fund?

    The size of Canara Robeco Small Cap Fund Direct Growth Fund as of 09 October 2023 is Rs 7,821 crores. This makes it a medium-sized fund in its category.
  • Is Small Cap Fund good or bad?

    Small-cap funds can be good and bad, depending on your investment goals and risk appetite.

    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.

  • Is Canara Robeco Small Cap Fund Direct Growth tax-free?

    No, the Canara Robeco Small Cap Fund Direct Growth plan is not tax-free under the Income Tax Act 1961. However, Canara Robeco Mutual Fund offers tax-saving mutual fund schemes such as Canara Robeco Equity Tax Saver Fund, which offers you tax benefits under Section 80C of the IT Act, 1961.
  • Who is the owner of Canara Robeco Mutual Fund?

    Canara Robeco Mutual Fund is a joint venture between Canara Bank and Robeco. Canara Bank is a public sector bank in India, and Robeco is a Dutch asset management company.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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