Canara Robeco Mutual Fund offers a wide range of investment solutions consisting of diversified and thematic equity schemes, debt funds and hybrid and monthly income funds.
This article on Canara Robeco Mutual Fund covers the following:
Canara Robeco Mutual Fund (CRMF) was established in 2007 when Canara Bank partnered with Robeco Asset Management Company. This joint venture combines the domestic banking experience of Canara Bank with the global asset management expertise of Robeco. Being the second oldest fund house in India, it has been a progressive mutual fund consistently in terms of asset under management (AUM). Canara Robeco Asset Management Company handles the assets of CRMF. It offers a wide range of investment solutions consisting of diversified and thematic equity schemes, debt funds and hybrid and monthly income funds. It consists of lot of funds with good CRISIL rating.
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Canara Robeco Equity Funds are moderately high to high risk investments which invest in equity and equity related instruments of companies over a medium to long term horizon. The basic objective of the schemes is to create wealth and generate to fulfill long-term investor goals like wealth appreciation, planning for retirement and income creation. The fund returns may vary on the basis of performance of the underlying equity shares.
| Scheme Name | Risk | 5 year return (%) | Fund Objective |
|---|---|---|---|
| Canara Robeco Blue Chip Equity Fund | Moderately High | 11.67 | It is an open ended equity scheme which invests in stocks of companies which have large market capitalisation to enable wealth creation over the long-term horizon. However, the fund performance may vary over the horizon and returns are not guaranteed. |
| Canara Robeco Equity Tax Saver Fund | Moderately High | 13.33 | Being an ELSS fund, it offers twin benefit of tax-saving under Section 80C of Income Tax Act and wealth creation by investment in equities. This scheme comes with a mandatory lock-in period of 3 years which provides flexibility to the fund manager to invest in large and medium-size companies having strong fundamentals. |
| Canara Robeco Equity Diversified Fund | Moderately High | 12.55 | It is a multi-cap fund which invests in stocks of companies across market capitalisation. The primary goal is to maximize wealth over the long-term by following a bottom-up investment style. The fund manager picks stocks of only those companies which have a competitive edge combined with quality management. The remaining portion of portfolio may be invested in money market instruments in order to fulfill liquidity requirements. |
| Canara Robeco Emerging Equities | Moderately High | 27.13 | Being an open-ended fund, it holds a well-diversified portfolio composed of large-cap and mid-cap stocks. The basic objective is to grow wealth over the long-term. The fund manager looks for companies which would become leaders in their respective domains; having consistent growth in earnings. In order to check risk during market turbulence, the fund has increased its exposure to large-cap stocks. |
| Canara Robeco Consumer Trends Fund | High | 16.71 | It is an open-ended equity fund which is based on the consumption and financial theme. It aims at wealth creation by primarily investing in equity shares of those companies which are at an advantage from the growing consumer demand in India. However, the returns are not guaranteed and fund performance may vary. |
Canara Robeco Debt Funds are low to moderate risk investments which invest in fixed-interest generating securities like government securities (GILT), bonds, corporate debentures and other money-market instruments. The schemes are designed to meet financial goals of investors like safety of capital, liquidity and steady income. The fund returns may change based on the price variation of underlying debt securities.
| Scheme Name | Risk | 3 year return (%) | Fund Objective |
|---|---|---|---|
| Canara Robeco Liquid Fund | Low | 7.12 | Being an open-ended fund, it aims to enhance income and maintain high levels liquidity by investing in a blend of Money Market Instruments & Debt Securities. However, the fund returns are not guaranteed. |
| Canara Robeco Corporate Bond Fund | Moderate | 6.17 | The fund aims at generating income and maximizing capital over medium term horizon. It primarily invests in portfolio composed of high-quality corporate debt i.e. AA+ and above rated. However, the scheme doesn’t guarantee assured returns. |
| Canara Robeco Dynamic Bond Fund | Moderate | 6.37 | Being an open-ended fund, it aims at generating income from a portfolio composed of high-quality debt and money market instruments. The fund manager adjusts portfolio duration dynamically as per market changes. Strategies used for goal accomplishment consist of accrual strategy, active trading of Government Securities & Corporate Debt to make capital gains, and exploring opportunities in G-sec auctions. |
| Canara Robeco Income Fund | Moderate | 5.85 | An open-ended fund aimed at income generation and capital appreciation via maintaining a portfolio composed of debt & money market instruments across risk categories. The fund manager assumes a medium term investment horizon and accordingly, keeps the portfolio duration between 4 years-7 years. |
| Canara Robeco Savings Fund | Moderately Low | 7.22 | Being an open-ended fund, the fund manager seeks to generate income and create wealth over short investment horizon. The portfolio duration is maintained between 6 months to 12 months. The fund invests in low duration debt and money market instruments. |
Canara Robeco Hybrid Funds are moderately high risk investments which invest in a blend of asset classes like equity, debt or gold in varied proportions as per the scheme objective. The schemes are formulated with an objective to achieve investors’ financial goals like wealth creation and income generation. The fund returns may change according to the price movement of underlying equity and debt instruments.
| Scheme Name | Risk | 5 year return (%) | Fund Objective |
|---|---|---|---|
| Canara Robeco Equity Hybrid Fund | Moderately High | 14.87 | Being an open-ended hybrid scheme, it invests in a blend of equity shares of companies and fixed income securities like debt and other money market instruments. The primary objective of the fund is to create wealth over the long term coupled with income generation at regular intervals. The scheme is suitable for investors who have a medium-term investment horizon of say up to 5 years. |
| Canara Robeco Conservative Hybrid Fund | Moderately High | 8.14 | It is an open-ended hybrid scheme which invests primarily in a wide range of Debt Securities and Money Market instruments of varying maturities. The remaining assets are allocated towards in equities and equity Related securities. The basic objective is to generate income over medium-term to long-term. |
CRMF has a team of fund managers who have a sound blend of expertise and experience in their respective domains to identify opportunities and to align portfolios towards maximisation of fund returns.
Mr. Bhandwaldar, who holds an experience of 10 years, is currently managing the Equities segment of Canara Robeco Asset Management Company. Prior to joining the fund house, he headed the research segment of SBI Pension Funds Pvt. Ltd for 4 years. He has performed the role of research analyst in other prominent asset management companies as well.
Mr. Sanghavi, who holds a total experience of 23 years, is currently responsible for equity fund management at Canara Robeco Asset Management Company. Prior to joining the fund house, he was acting as fund manager for prestigious organisations like Aviva Life Insurance Company Ltd. and Kotak Mahindra Asset Management Company Ltd.
Ms. Prasad, who holds 16 years of experience in asset management, is currently managing Gilt Advantage Fund and jointly handles other debt funds. She holds an MBA in Finance from SDM Institute for Management Development, Mysore, India.
Mr. Jain, who holds 21 years of experience in banking & asset management, is currently managing Income Fund and jointly managing other debt funds at Canara Robeco Asset Management Company. He holds a Post Graduate Diploma in Management from IIM, Kolkata.
Mr. Hisaria, who holds 12 years of total experience including JM Financial AMC, is currently managing Gilt PGS and Dynamic Bond Fund at Canara Robeco Asset Management Company. He holds an MMS in Finance from NL Dalmiya Institute of Management Studies & Research Development, Mumbai, India.
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