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Canara Robeco Emerging Equities Fund

Best SIP Funds to Invest Online 


Canara Robeco Emerging Equities Fund scheme seeks to generate long term capital appreciation by primarily investing in diversified mid cap stocks that have a potential to emerge as the bigger corporates with higher performance. For the Purpose of this fund, mid & small companies are defined as those which are ranked from 151 to 500 on the basis of market capitalization.

Consistency over time, rather than an ability to trounce the category, has been the hallmark of this fund, which has hovered between a three and four star rating for nearly seven years now.


Canara Robeco Emerging Equities Fund is a sector-agnostic fund which looks out for opportunities across sectors with a bias towards mid-caps. Its attempt is to identify companies which have the potential to become leaders of tomorrow in their respective sectors. It uses a growth-at-a-reasonable-price approach to pick companies which show consistent earnings growth higher than that of the market.


The portfolio break up reveals almost equal weights in large and mid-cap stocks, at 40 per cent each recently. But historically, the fund has had a much higher exposure of 60 per cent plus to mid and small-caps, with a 15 per cent weight in large-caps. The shift may have been driven by the need to contain risks at elevated market levels. The fund is currently overweight on large-caps relative to the category.


Canara Robeco Emerging Equities Fund shift towards large-caps seems to have been timely, as it has kept ahead of both benchmark and category in the last one year. On a three and five-year basis, it has outperformed its benchmark by 3 to 9 percentage points and category by 3 to 5 percentage points. The performance relative to the benchmark suffered a blip in 2016 but has made a comeback since then. Overall, it's a fund which has kept up well with the ups and downs of the market.



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