Canara Robeco Mutual Fund – Review, Fund Managers, KYC Process, Fees & more
Last Updated Date: Nov 16, 2022There are many different types of mutual fund schemes that the Canara Robeco Mutual Fund AMC offers.
The information about the fund’s performance provided here helps the investors choose the fund that will suit their investment needs.
We can compare these funds with each other based on the performance and accordingly, the investments are either in the form of ‘Invest One Time’ or ‘Start SIP’
About Canara Robeco Mutual Fund
The Canara Robeco Mutual Fund is the result of the partnership of Robeco Group N. V. and the now-defunct Canbank Mutual Fund.
The Robeco has been the multinational asset management company whereas Canbank has been the second oldest mutual fund in India.
The Canara Robeco Mutual Fund offers a wide variety of investment options. Some of these investment options are also hybrid and monthly income funds, thematic and diversified equity schemes, numerous debt and treasury funds, and many more.
Besides, throughout India, it has 20 branches and around 9 lakhs investors as of May 2019. The company offers 64 schemes and assent under the management of Rs. 16,226.07 Crore.
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Why Invest in Canara Robeco AMC?
Following are the benefits of investing in Canara Robeco Mutual Fund.
- Professional Management – The decision of pooled funds investments comes under this category and the professional fund managers of Canara Robeco Mutual Fund make it.
- Easy Liquidity – There is also no lock-in period
- Investor Protection – Provides security to investors and they can invest with a sense of security in Canara Robeco Mutual Fund
- Reduction / Diversification of Risk – The risks are under good management by Canara Robeco Mutual Fund
- Reduction in Transaction Costs – It also takes the advantages of buying and selling volume and reduces the transaction costs.
- Return Potential – Over time, Canara Robeco Mutual Fund gives superior returns
- Low Operating Costs
- Convenience and Flexibility
- Switchover Facility – Helps to grow the wealth of investors
- Portfolio Diversification
- Well Regulated
- Tax Benefit – Canara Robeco Mutual Fund offers tax benefits
How to Invest with Canara Robeco Mutual Funds?
To invest in Canara Robeco Mutual Fund, the individuals can use a distributor like Angel Bee or Zerodha Coin. Following are the steps to invest in Canara Robeco Mutual Fund via distributors.
Step 1: The investor needs to register with the distributor and if they have already registered then they need to login into their account. Moving to step 2.
Step 2: The investor also needs to upload proof of identity documents. Next comes the address verification.
Step 3: The investor needs to upload proof of address documents.
Step 4: The investors also get the option to select the timeline for the investment in funds. Now, we have to do the risk analysis.
Step 5: They get the option to select the risk level provided. It can be either a high level of risk, mid-level of risk, or a low level of risk.
Step 6: There are many Canara Robeco Mutual Fund types to select from. The investors get to select the type of Canara Robeco Mutual Fund to invest in.
This decision depends on the investment needs of investors.
Step 7: There are two options offered. The investor can select either ‘One Time Investment’ or ‘Start SIP’ according to the choice.
Canara Robeco AMC – Fund Managers
The fund managers of Canara Robeco Mutual Fund are Ms. Suman Prasad, Mr.Shridatta Bhandwaldar, Mr. Miyush Gandhi, Ms. Cheenu Gupta, Mr. Abhinav Khandelwal, and Mr. Girish Hisaria.
Ms. Suman Prasad has been in association with the firm for more than 40 years now and manages an AuM of Rs. 5,152 Crore invested in 30 schemes.
Mr.Shridatta Bhandwaldar is the fund manager of equities and manages an AuM of Rs. 5,255 Crore invested in 12 schemes.
Mr. Miyush Gandhi is the fund manager of emerging equities and manages an AuM of Rs. 5,700 Crore invested in 8 schemes.
Ms. Cheenu Gupta is the fund manager of equities and manages an AuM of Rs. 2,192 Crore invested in 9 schemes.
Mr. Abhinav Khandelwal is the fund manager of offshore investments. Mr. Girish Hisaria is the senior fund manager and manages an AuM of Rs. 2,355 Crore invested in 28 schemes.
Canara Robeco Mutual Fund – Key Personnels
The trustees of Canara Robeco Mutual Fund are J. Balasubramanian, Ms. S. Manimekhalai, Mr. Jay Diwanji, Sunit Vasant Joshi, Deveshwar Kumar Kapila, and Sumiy M. Chadha.
Ms. S. Manimekhalai and Mr. Jay Diwanji are the associate trustees and others are independent trustees.
The managing director and CEO is Mr. Rajnish Narula. The compliance officer of Canara Robeco Mutual Fund is Mr. Ashutosh Vaidya and the investor service officer is Mr. M. Paparao.
How to do KYC Check for Canara Robeco Mutual Fund?
In order to do a KYC Check for Canara Robeco Mutual Fund, the investors need to update PAN and complete KYC requirements.
Following are the steps to Check KYC for Canara Robeco Mutual Fund –
Offline KYC Check
- The PAN details have to be in submission along with the self-attested copy of the PAN card.
- In addition to this, the KYC documents should be in the list.
- These documents are to be in place for Investor Service Centres of Canara Robeco Mutual Fund or KF in Technologies Private Limited.
Online KYC Check
- The link is also available on the Canara Robeco Mutual Fund website.
- Besides, the investor has to click on that link and update their PAN details and KYC status.
Documents Required to Invest in Canara Robeco Mutual Fund
The documents required here are in order to invest in Canara Robeco Mutual Fund depends on the type of investors.
For Resident Investors
Proof Of Identity
- PAN Card
- Passport / Aadhar Card / Voter ID / Driving License
Proof Of Address
- Aadhar
- Ration Card
- Bank account Statement
- Utility Bills
- Driving License
- Passport
- Voters Identity Card
Non-Resident Investors
- Copy of Passport
- Permanent and Overseas address and PAN Card Copy
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Canara Robeco Mutual Fund Fees or Charges
| Fund | Minimum Investment (Rs) | Entry Load (in % p.a.) | Exit Load (in % p.a.) | Fund Manager |
| Canara Robeco Bluechip Equity Fund – Growth – Direct Plan | 5000 | NA | 1% | Shridatta Bhandwaldar |
| Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan | 5000 | NA | 1% | Avnish Jain |
| Canara Robeco Consumer Trends Fund – Growth – Direct Plan | 5000 | NA | 1.50% | Cheenu Gupta |
| Canara Robeco Corporate Bond Fund – Growth – Direct Plan | 5000 | NA | 1% | Avnish Jain |
| Canara Robeco Dynamic Bond Fund – Growth – Direct Plan | 5000 | NA | 0.50% | Girish Hisaria |
| Canara Robeco Emerging Equities – Growth – Direct Plan | 5000 | NA | 1% | Miyush Gandhi |
| Canara Robeco Equity Hybrid Fund – Growth – Direct Plan | 5000 | NA | 1% | Shridatta Bhandwaldar |
| Canara Robeco Equity Diversified Fund – Growth – Direct Plan | 5000 | NA | 1% | Shridatta Bhandwaldar |
| Canara Robeco Equity Hybrid Fund – Growth – Direct Plan | 5000 | NA | 1% | Shridatta Bhandwaldar |
| Canara Robeco Equity Tax Saver Fund – Growth – Direct Plan | 500 | NA | NA | Cheenu Gupta |
Details of Canara Robeco Mutual Fund Charges
Following are the fees or charges of Canara Robeco Mutual Fund. The Canara Robeco Bluechip Equity Fund – Growth – Direct Plan has an expense ratio of 2.23%.
The Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan has an expense ratio of 1.97%.
Also, the Canara Robeco Consumer Trends Fund – Growth – Direct Plan has an expense ratio of 2.6%.
The Canara Robeco Corporate Bond Fund – Growth – Direct Plan has an expense ratio of 1.02%. The Canara Robeco Dynamic Bond Fund – Growth – Direct Plan has an expense ratio of 1.75%.
Besides, the Canara Robeco Emerging Equities – Growth – Direct Plan has an expense ratio of 1.9%. The Canara Robeco Equity Hybrid Fund – Growth – Direct Plan has an expense ratio of 1.97%.
Now, the Canara Robeco Equity Diversified Fund – Growth – Direct Plan has an expense ratio of 2.11%.
The Canara Robeco Equity Tax Saver Fund – Growth – Direct Plan also has an expense ratio of 2.23%.
Best Performing Canara Robeco Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Fund Size (in Cr) | |
|
Equity | Moderately High | 18.20% | ₹ 1,122 | |
| Canara Robeco Equity Tax Saver | Equity | Moderately High | 21.60% | ₹ 1,333 | |
| Canara Robeco Equity Debt Allocation Fund | Hybrid | Moderately High | 16.70% | ₹ 3,906 | |
| Canara Robeco Emerging Equities | Equity | Moderately High | 20.40% | ₹ 6,880 | |
| Canara Robeco Consumer Trends Fund | Equity | High | 16.00% | ₹ 460 | |
| Canara Robeco Equity Diversified | Equity | Moderately High | 17.90% | ₹ 2,784 | |
| Canara Robeco Income Saver Fund | Hybrid | Moderately High | 13.70% | ₹ 340 | |
| Canara Robeco Income Scheme | Debt | Moderate | 11.10% | ₹ 153 | |
| Canara Robeco Small Cap Fund | Equity | Moderately High | 27.70% | ₹ 495 | |
| Canara Robeco Corporate Bond Fund | Debt | Moderate | 10.20% | ₹ 339 |
List of Best Canara Robeco AMC Funds
The Canara Robeco Bluechip Equity Fund has given annual returns of 15.01% in the last three years and 23.43% in the previous year.
The Canara Robeco Equity Tax Saver has given annual returns of 13.92% in the last three years and 26.8% in the previous year.
Also, the Canara Robeco Equity Debt Allocation Fund has given annual returns of 11.82% in the last three years and 20.14% in the previous year.
The Canara Robeco Emerging Equities has given annual returns of 8.14% in the last three years and 24.88% in the previous year.
Now, the Canara Robeco Consumer Trends Fund has given annual returns of 12.61% in the last three years and 20.15% in the previous year.
The Canara Robeco Equity Diversified has given annual returns of 12.41% in the last three years and 22.71% in the previous year.
The Canara Robeco Income Fund has given annual returns of 9.55% in the last three years and 11.08% in the previous year.
Besides, the Canara Robeco Income Scheme has given an annual return of 44.01% in the previous year.
The Canara Robeco Small Cap Fund has given annual returns of 15.01% in the last three years and 23.43% in the previous year.
Also, the Canara Robeco Corporate Bond Fund has given annual returns of 8.81% in the last three years and 10.21% in the previous year.
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Top 10 Canara Robeco AMC Funds
| Fund | 1-Year Return | 3-Year Return | 5-Year Return |
| Canara Robeco Bluechip Equity Fund – Growth – Direct Plan | 16.60% | 40.80% | 89.63% |
| Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan | 12.54% | 27.89% | 48.44% |
| Canara Robeco Consumer Trends Fund – Growth – Direct Plan | 14.67% | 32.38% | 95.63% |
| Canara Robeco Corporate Bond Fund – Growth – Direct Plan | 9.46% | 25.83% | 45.62% |
| Canara Robeco Capital Protection Oriented Fund – Series 10 – Growth – Direct Plan | 10.74% | NA | NA |
| Canara Robeco Capital Protection Oriented Fund – Series 9 – Growth – Direct Plan | 7.58% | NA | NA |
| Canara Robeco Dual Advantage Fund – Series 1 – Growth – Direct Plan | 8.28% | NA | NA |
| Canara Robeco Dynamic Bond Fund – Growth – Direct Plan | 9.56% | 23.50% | 47.46% |
| Canara Robeco Emerging Equities – Growth – Direct Plan | 19.11% | 17.97% | 84.01% |
| Canara Robeco Equity Diversified Fund – Growth – Direct Plan | 16.46% | 32.76% | 79.77% |
Details of Top 10 Canara Robeco Mutual Funds
- Canara Robeco Bluechip Equity Fund – Growth – Direct Plan: The money invested in this fund is Rs.1129.29 Crore.
- Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan: The money invested in this fund is Rs.339.5 Crore.
- Now, Canara Robeco Consumer Trends Fund – Growth – Direct Plan: The money invested in this fund is Rs.459.67 Crore.
- Canara Robeco Corporate Bond Fund – Growth – Direct Plan: The money invested in this fund is Rs.338.96 Crore.
- Canara Robeco Canara Robeco Capital Protection Oriented Fund – Series 10 – Growth – Direct Plan: The money invested in this fund is Rs.201.41 Crore.
- Now, Canara Robeco Capital Protection Oriented Fund – Series 9 – Growth – Direct Plan: The money invested in this fund is Rs.601.01 Crore.
- Canara Robeco Dual Advantage Fund – Series 1 – Growth – Direct Plan: The money invested in this fund is Rs.451.61 Crore.
- Now, Canara Robeco Dynamic Bond Fund – Growth – Direct Plan: The money invested in this fund is Rs.119.81 Crore.
- Canara Robeco Emerging Equities – Growth – Direct Plan: The money invested in this fund is Rs.6879.55 Crore.
- Canara Robeco Equity Diversified Fund – Growth – Direct Plan: The money invested in this fund is Rs.2784.15 Crore.
Best Canara Robeco Mutual Fund – Portfolio
| Fund | Market Value (in Cr.) | Net Assst (in Rs.) | Rating |
| Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan | 1542.36 | 22883.68 | AAA |
| Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan | 1542.36 | 22883.68 | AAA |
| Canara Robeco Dynamic Bond Fund – Growth – Direct Plan | 2509.61 | 32221.57 | AAA |
| Canara Robeco Equity Hybrid Fund – Growth – Direct Plan | 292.16 | 7549.73 | AAA |
| Canara Robeco Equity Hybrid Fund – Growth – Direct Plan | 292.16 | 7549.73 | AAA |
| Canara Robeco Income Fund – Growth – Direct Plan | 5019.22 | 46222.92 | AAA |
| Canara Robeco Liquid Fund – Growth – Direct Plan | 12129.44 | 335239.02 | AAA |
| Canara Robeco Savings Fund – Growth – Direct Plan | 1361.78 | 135797.67 | AAA |
| Canara Robeco Ultra Short Term Fund – Growth – Direct Plan | 14480.35 | 674264.85 | AAA |
Know about Best Canara Robeco Fund Portfolio
Conservative Hybrid Fund – Growth – Direct Plan: The portfolio turnover ratio of the plan is 193%. The Category average turnover ratio is 33.05%.
Dynamic Bond Fund – Growth – Direct Plan: The percentage of assets in the top 10 holdings is 78%.
The reported turnover percentage is 1,113. Besides, the total number of equity holdings is 0 and bond holdings is 7.
Equity Hybrid Fund – Growth – Direct Plan: The portfolio turnover ratio of the plan is 49%. Also, the Category average turnover ratio is 164.28%.
Income Fund – Growth – Direct Plan: The number of debt holding of this plan is 23, modified duration is 6.47 years, and also yield to maturity is 5.93%.
Liquid Fund – Growth – Direct Plan: The number of debt holding of this plan is 17, modified duration is 0.06 years, and also yield to maturity is 2.84%.
Savings Fund – Growth – Direct Plan: The number of debt holding of this plan is 44, modified duration is 0.71 years, and also yield to maturity is 3.51%.
Ultra Short Term Fund – Growth – Direct Plan: The number of debt holding of this plan is 24, modified duration is 0.36 years, and also yield to maturity is 3.17%.
Canara Robeco Mutual Fund Schemes NAV
| Fund | 52 Week High (Rs.) | 52 Week Low (Rs.) |
| Canara Robeco Bluechip Equity Fund – Growth – Direct Plan | 35.61 | 20.65 |
| Canara Robeco Capital Protection Oriented Fund – Series 10 – Growth – Direct Plan | 12.06 | 10.24 |
| Canara Robeco Capital Protection Oriented Fund – Series 9 – Growth – Direct Plan | 12.53 | 11.1 |
| Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan | 74.05 | 60.35 |
| Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan | 74.05 | 60.35 |
| Canara Robeco Consumer Trends Fund – Growth – Direct Plan | 54.58 | 32.11 |
| Canara Robeco Corporate Bond Fund – Growth – Direct Plan | 18.02 | 16.36 |
| Canara Robeco Dual Advantage Fund – Series 1 – Growth – Direct Plan | 12.51 | 10.42 |
| Canara Robeco Dynamic Bond Fund – Growth – Direct Plan | 25.19 | 22.82 |
| Canara Robeco Emerging Equities – Growth – Direct Plan | 128.77 | 72.42 |
NAV of Canara Robeco AMC Funds
It is nothing but the unit price for a particular fund. It is declared once every day and generally at the end of the day.
Once a person invests in mutual funds, their money is further invested in stocks and bonds by mutual fund managers.
Besides, Mutual Fund NAV is the per-unit latest value of all such stocks/bonds held in the portfolio. The number of units will be allocated to a person based on NAV.
Canara Robeco Bluechip Equity Fund – Growth – Direct Plan: The NAV for Robeco Bluechip Equity Fund – Growth – Direct Plan is Rs.36.13.
Canara Robeco Capital Protection Oriented Fund – Series 10 – Growth – Direct Plan: The NAV for Canara Robeco Capital Protection Oriented Fund – Series 10 – Growth – Direct Plan is Rs.12.1112.
Now, Canara Robeco Capital Protection Oriented Fund – Series 9 – Growth – Direct Plan: The NAV for Canara Robeco Capital Protection Oriented Fund – Series 9 – Growth – Direct Plan is Rs.12.35.
Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan: The NAV for Canara Robeco Conservative Hybrid Fund – Growth – Direct Plan is Rs.74.4198.
Besides, Canara Robeco Consumer Trends Fund – Growth – Direct Plan: The NAV for Canara Robeco Consumer Trends Fund – Growth – Direct Plan is Rs.54.98.
Now, Canara Robeco Corporate Bond Fund – Growth – Direct Plan: The NAV for Canara Robeco Corporate Bond Fund – Growth – Direct Plan is Rs.18.0507.
Also, Canara Robeco Dual Advantage Fund – Series 1 – Growth – Direct Plan: The NAV for Canara Robeco Dual Advantage Fund – Series 1 – Growth – Direct Plan is Rs.12.4004.
Also, Canara Robeco Dynamic Bond Fund – Growth – Direct Plan: The NAV for Canara Robeco Dynamic Bond Fund – Growth – Direct Plan is Rs.25.2272.
Besides, Canara Robeco Emerging Equities – Growth – Direct Plan: The NAV for Canara Robeco Emerging Equities – Growth – Direct Plan is Rs.130.41.
Canara Robeco AMC Customer Care Details
| Carara Robeco Mutual Fund Customer Care | |
| Address of AMC | Contruction House, 4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai – 400 001 |
| Telephone Number | +91 22 66585000 |
| Fax Number | +91 22 66585012 – 5013 |
| crmf@canararobeco.com | |
The customer care of Canara Robeco Mutual Fund can be contacted on 1800-209-2726 during working hours.
Canara Robeco – Important links
| Website | www.canararobeco.com |
| Canara Robeco Mutual Fund Login | https://www.canararobeco.com/smart-invest/sign-in |
| Canara Robeco Mutual Fund App | NA |
| Facebook Link | https://www.facebook.com/CanaraRobeco |
| Twitter Link | https://twitter.com/canararobeco |
| Youtube Link | https://www.youtube.com/c/CanaraRobecoMutualFundCompany |
Canara Robeco Mutual Fund AMC – Conclusion
Finally, the schemes offered by Canara Robeco Mutual Fund are one of the most notable equity mutual funds and debt mutual funds in India.
The funds are also mostly high performing and they have performed above the bench bark in the mentioned duration segment.
The returns of these funds in the last three years as well as in the previous year are high.
Besides, the fund managers of Canara Robeco Mutual Fund have vast investment experience and can be trusted with the investor’s investments.
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