Canara Robeco India Opportunites Fund

Type or nature of fund

This is a close-ended equity scheme.

Investment objective

This fund aims to provide capital appreciation by investing primarily in equity and equity related instruments in mid cap companies.

Fund information

Inception date 05/12/2014







Canara Robeco India Opportunities-Direct Dividend

Canara Robeco India Opportunities-Direct Growth

Canara Robeco India Opportunities-Regular Dividend

Canara Robeco India Opportunities-Regular Growth

Entry load Nil
Exit load Nil
Minimum investment This is a close-ended scheme. Investors cannot buy units of the scheme through AMC but can sell units through the stock exchange.
Product label – Risk and target investors Moderately high.
Benchmark CNX Midcap
Redemption N.A
Taxation Customers should consult their tax advisors on the tax implications of this close-ended mutual fund.

Fund manager

Ravi Gopalakrishnan is the fund manager. The educational qualifications and other details are listed in the table below:

Ravi Gopalakrishnan47MBA (Finance) and Ms (finance)21 years

Investment philosophy or strategy

This fund mostly invests in equity instruments followed by money market instruments in mid cap companies. This fund, therefore, has a moderate risk profile. Mid-cap funds require a longer time horizon. The sectors where the fund has are engineering, banking/finance, chemicals, cement and technology.

Portfolio – Sector / Top 10 holdings

Issuer Sector Percentage
Ricoh India Technology 4.16
Everready Ind Cons NonDurable 2.86
WABCO India Automotive 2.79
ZF Steering Gea Automotive 2.71
Dish TV Media 2.59
Techno Electric Engineering 2.53
Timken Engineering 2.28
CCL Products Food & Beverage 2.25
Sanghvi Movers Engineering 2.20
Cholamandalam Banking/Finance 2.11

Risk measures

Sharpe N.A
Alpha N.A
Beta N.A
Standard Deviation N.A


AUM Rs.123.09 crores (August 2015)

10.44 (Growth) (September, 2015)

10.44(Dividend) (September, 2015)



Regular Plan

2.70% from December, 2014.

Direct Plan

Lower expense ratio by 0.60% from August, 2015.

Returns and benchmark comparison

3 months 6 months 1 year 3 years 5 years
Fund Return* -0.57% -6.37% N.A N.A N.A
Benchmark return N.A N.A N.A N.A N.A

*Returns less than 1 year are absolute while above 1 year are annualised

Expert view of the fund + outlook

Given that stocks beyond the top 100 fall under the mid/small-cap category, in terms of market capitalization, these are not tracked as extensively as large cap. Unitholders can, therefore, benefit from information gap. Secondly, stocks of various mid-cap companies may get higher valuations, as a result of increasing profit margins. Thirdly, customers can also gain exposure to niche sectors in the mid-cap space. Customers should analyze several the important parameters of this fund before investing in Canara Robeco India Opportunities Fund.

How to apply

The official website of Canara Robeco Mutual Fund is the official point of acceptance for subscriptions and redemptions among other facilities. Transactions on the website will, however, be subject to investors’ eligibility besides the terms and conditions of Canara Robeco Asset Management Company Limited (CRAMC). Investors can also avail of the facility of online transactions via the website of Karvy Computershare Private Limited. Karvy is the registrar and transfer agent for Canara Robeco Mutual Fund. Investors can also approach the MF branch or registered bank branch. Customers would have to submit the KYC (Know Your Customers) forms. Investors can then zero in on a fund/scheme/option and fill out the necessary forms and submit them to the relevant authority.

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