Canara Robeco India Opportunities- Series 2

Type or nature of fund

This is a close-ended equity fund.

Investment objective

This fund aims to provide capital appreciation over the long term by investing in in debt and money market securities in addition to Gold ETFs.

Fund information

Inception date 23/03/2015
Plans Regular Direct
Options Growth Dividend

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 Rs.5000. This is a close-ended scheme. Investors cannot purchase units through AMC but can sell units viai the stock exchange
Product label 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

This fund is managed by Ravi Gopalakrishnan and Krishna Sanghavi. The fund managers are responsible for developing a well-diversified portfolio by considering the asset allocation patterns and risks. The educational qualifications and details are listed in the table below:

Ravi Gopalakrishnan47MBA in finance and MS finance21 Years
Krishna Sanghavi40B. Com, I.C.W.A, M.M.S. (Finance)18 years

Investment philosophy or strategy

This fund aims to generate income by investing in equity and equity related instruments of midcap companies.

Portfolio – Sector / Top 10 holdings

Issuer Sector Percentage
IndusInd bank Banking/Finance 2.68
FAG Bearings Engineering 2.57
Sanghvi Movers Engineering 2.56
Honeywell Autom Telecom 2.43
IDFC Banking/Finance 2.37
Akzo Nobel Chemicals 2.36
State B Bikaner Banking/Finance 2.32
Arvind Manufacturing 2.16
Cholamandalam Banking/Finance 2.14
KEC Intl Engineering 2.08

Risk measures

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


AUM Rs.48.36 (September, 2015)

9.73 (Growth)

9.73 (Dividend)


2.40% (September, 2015)

Regular Plan

2.50% from March 2015 onwards

Direct Plan

Lower expense ratio by 0.25% from March 2015 onwards

The expense ratio may differ from the actual expense ratio since it depends on variation in AUM on a daily basis.

Returns and benchmark comparison

3 months 6 months 1 year 3 years 5 years
Fund Return* 0.21% N.A 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

Canara Robeco India Opportunities- Series 2 invests in mid-cap companies, which are less prone to risk compared to small cap companies. Given that mid-cap funds do not move in tandem with the market every time, they are vulnerable to massive swings. Investors should be aware that Canara Robeco India Opportunities- Series 2 has a moderately high risk cover.

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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