Canara Robeco Mid Cap Fund Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹4,835.69 Cr
Expense Ratio
1.61%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
2 Dec 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.38% | -- |
| 3 Months | +6.88% | -- |
| 6 Months | +7.26% | -- |
| 1 Year | +5.65% | +5.65% |
| 2 Years | -- | +4.14% |
| 3 Years | +66.49% | +18.52% |
| 5 Years | -- | 0% |
| Since Launch | +83.3% | +18.22% |
Holdings as on 17 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps | 192.83 | 3.99 |
| Bank of Maharashtra | 142.67 | 2.95 |
| Bharat Heavy Electricals | 133.14 | 2.75 |
| Shriram Finance | 131.75 | 2.72 |
| Federal Bank | 124.97 | 2.58 |
| Global Health | 123.16 | 2.55 |
| Premier Energies | 117.42 | 2.43 |
| Lenskart Solutions | 112.86 | 2.33 |
| Apar Industries | 105.15 | 2.17 |
| The Phoenix Mills Ltd | 103.50 | 2.14 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.69
Sharpe Ratio
17.26%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Mid Cap Fund Regular Growth | +7.23% | +20.98% | +17.35% |
| Baroda BNP Paribas Mid Cap Fund Regular Plan Growth | +10.44% | +18.79% | +15.22% |
| WhiteOak Capital Mid Cap Fund Regular Growth | +12.2% | +22.79% | -- |
| Canara Robeco Mid Cap Fund Regular Growth | +5.65% | +18.52% | -- |
| Bandhan Midcap Fund Regular Growth | +6.54% | +18.39% | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.
The Canara Robeco Mid Cap Fund Regular Growth has an AUM of 4835.69 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.61%. The minimum investment in Canara Robeco Mid Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps, Bank of Maharashtra, Bharat Heavy Electricals, Shriram Finance.
The major sectors where the fund is invested are Regional Banks, Misc. Capital Goods, Software & Programming, Consumer Financial Services.
Some of the similar funds are Mahindra Manulife Mid Cap Fund Regular Growth, Baroda BNP Paribas Mid Cap Fund Regular Plan Growth, WhiteOak Capital Mid Cap Fund Regular Growth, Canara Robeco Mid Cap Fund Regular Growth, Bandhan Midcap Fund Regular Growth. Canara Robeco Mid Cap Fund Regular Growth has a sharpe ratio of 0.69 & a standard deviation of 17.26%.
FAQs
According to the morning star rating Canara Robeco Mid Cap Fund Regular Growth has a Medium risk & Exceptional return.
Canara Robeco Mid Cap Fund Regular Growth is managed by Pranav Gokhale,Shridatta Bhandwaldar.
The expense ratio of Canara Robeco Mid Cap Fund Regular Growth is 1.61%.
The 5 year annualized return on Canara Robeco Mid Cap Fund Regular Growth is 0.00% & it has generated 5.65% in the last 1 year.
The minimum investment in Canara Robeco Mid Cap Fund Regular Growth is 5000 Rs.
Canara Robeco Mid Cap Fund Regular Growth has an AUM of 4835.69 crores.
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