Best 5 Canara Robeco Equity Mutual Funds
Canara Robeco is a well-known mutual fund house in India that has been providing investment solutions to investors for over 30 years. With a focus on innovation, research, and risk management, Canara Robeco has built a reputation as a reliable and trustworthy fund house. The equity funds offered by Canara Robeco have consistently outperformed their benchmark indices over the years. In this essay, we will take a closer look at the top 5 Canara Robeco equity mutual funds that investors can consider investing in.
- Canara Robeco Emerging Equities Fund
The Canara Robeco Emerging Equities Fund is a mid-cap fund that invests primarily in mid-cap stocks. The fund has a track record of delivering consistent returns over the long term. It has generated an average annual return of 19.14% since its inception in 2005. The fund has also outperformed its benchmark, the Nifty Midcap 100 Index, by a wide margin over the same period.
The fund has a well-diversified portfolio of stocks across sectors such as financials, healthcare, industrials, and consumer goods. The top holdings of the fund include stocks such as Cholamandalam Investment and Finance Company, Page Industries, and City Union Bank. The fund has a strong focus on risk management and has a robust investment process in place to identify potential investment opportunities.
Investors looking to invest in mid-cap funds can consider the Canara Robeco Emerging Equities Fund. The fund has a minimum investment amount of Rs. 5,000 and is suitable for investors with a moderate to high-risk appetite. .
- Canara Robeco Bluechip Equity Fund
The Canara Robeco Bluechip Equity Fund is a large-cap fund that invests primarily in blue-chip stocks. The fund has a track record of delivering consistent returns over the long term. It has generated an average annual return of 17.48% since its inception in 2010. The fund has also outperformed its benchmark, the Nifty 100 Index, over the same period.
The fund has a well-diversified portfolio of stocks across sectors such as financials, healthcare, technology, and consumer goods. The top holdings of the fund include stocks such as HDFC Bank, ICICI Bank, and Infosys. The fund has a strong focus on risk management and has a robust investment process in place to identify potential investment opportunities.
Investors looking to invest in large-cap funds can consider the Canara Robeco Bluechip Equity Fund. The fund has a minimum investment amount of Rs. 5,000 and is suitable for investors with a moderate to high-risk appetite.
- Canara Robeco Equity Diversified Fund
The Canara Robeco Equity Diversified Fund is a multi-cap fund that invests across market capitalizations. The fund has a track record of delivering consistent returns over the long term. It has generated an average annual return of 16.41% since its inception in 1993. The fund has also outperformed its benchmark, the S&P BSE 200 Index, over the same period.
The fund has a well-diversified portfolio of stocks across sectors such as financials, healthcare, technology, and consumer goods. The top holdings of the fund include stocks such as HDFC Bank, ICICI Bank, and Infosys. The fund has a strong focus on risk management and has a robust investment process in place to identify potential investment opportunities.
Investors looking to invest in a diversified equity fund can consider the Canara Robeco Equity Diversified Fund. The fund has a minimum investment amount of Rs. 5,000 and is suitable for investors with a moderate to high-risk appetite.
- Canara Robeco Equity Tax Saver
The Canara Robeco Equity Tax Saver is an equity-linked savings scheme (ELSS) that invests primarily in equity and equity-related instruments. The fund has a track record of delivering consistent returns over the long term. It has generated an average annual return of 15.17% since its inception in 1993. The fund has also outperformed its benchmark, the Nifty 500 Index, over the same period.
The fund has a well-diversified portfolio of stocks across sectors such as financials, healthcare, technology, and consumer goods. The top holdings of the fund include stocks such as HDFC Bank, ICICI Bank, and Infosys. The fund has a strong focus on risk management and has a robust investment process in place to identify potential investment opportunities.
One of the major advantages of the Canara Robeco Equity Tax Saver is that it offers tax benefits under Section 80C of the Income Tax Act, 1961. Investors can claim a deduction of up to Rs. 1.5 lakh per year on investments made in the fund. The fund has a lock-in period of three years, which ensures that investors stay invested for the long term.
Investors looking to invest in tax-saving mutual funds can consider the Canara Robeco Equity Tax Saver. The fund has a minimum investment amount of Rs. 500 and is suitable for investors with a moderate to high-risk appetite.
- Canara Robeco Consumer Trends Fund
The Canara Robeco Consumer Trends Fund is a thematic fund that invests primarily in companies that are likely to benefit from changing consumer trends. The fund has a track record of delivering consistent returns over the long term. It has generated an average annual return of 17.39% since its inception in 2011. The fund has also outperformed its benchmark, the Nifty India Consumption Index, over the same period.
The fund has a well-diversified portfolio of stocks across sectors such as consumer goods, healthcare, and technology. The top holdings of the fund include stocks such as Hindustan Unilever, Nestle India, and Pidilite Industries. The fund has a strong focus on risk management and has a robust investment process in place to identify potential investment opportunities.
Investors looking to invest in thematic funds can consider the Canara Robeco Consumer Trends Fund. The fund has a minimum investment amount of Rs. 5,000 and is suitable for investors with a moderate to high-risk appetite.
Conclusion
Canara Robeco is a well-known mutual fund house in India that offers a range of equity mutual funds to investors. The funds offered by Canara Robeco have a track record of delivering consistent returns over the long term and have outperformed their benchmark indices by a wide margin. Investors can consider investing in these funds based on their investment objectives and risk appetite. However, investors should always consult with their financial advisor before making any investment decisions.
