Canara RobecoSmall CapVery High Risk

Canara Robeco Small Cap Fund - Direct Plan - Growth

Current NAV₹42.68as of 30/5/2026

AUM1.33 Lac Cr

AUM

1.33 Lac Cr

Expense Ratio

1.24%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

19 February 2019

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 17.51 | Sharpe Ratio: 0.54

Fund Manager & Key Metrics

Fund ManagerPranav Gokhale; Shridatta Bhandwaldar(6.6 years yrs)

Volatility17.51

Sharpe Ratio0.54

Portfolio Turnover23%

BenchmarkNifty Smallcap 250 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.06%

Investment Objective

Aims to provide capital appreciation by investing in Small Cap securities

Top Holdings

As of 25-May-2026

1. Multi Commodity Exchange Of India Ltd.3.74%

2. Kei Industries Ltd.2.96%

3. Amber Enterprises India Ltd.2.88%

4. GE Vernova T&D India Ltd2.43%

5. PNB Housing Finance Ltd.2.32%

6. JB Chemicals & Pharmaceuticals Ltd.2.08%

7. Karur Vysya Bank Ltd.2.07%

8. City Union Bank Ltd.1.97%

9. TBO Tek Ltd.1.85%

10. Affle 3I Ltd.1.78%

Overview

Canara Robeco Small Cap Fund - Direct Plan - Growth – Poora parichay aur strategy

Canara Robeco Small Cap Fund - Direct Plan - Growth ek equity mutual fund hai jo small cap companies mein invest karta hai. Iska primary objective long-term capital appreciation hai. Ye fund un investors ke liye suitable hai jo high growth potential waale stocks mein invest karna chahte hain. Agar aap aggressive investor hain aur market ki volatility ko handle kar sakte hain, toh ye fund aapke liye ek acha option ho sakta hai. Fund ki strategy hai ki wo fundamentally strong companies ko target kare jo abhi growth ki initial stage mein hain. Chaliye, ab is fund ki portfolio aur performance ko samajhte hain.

Performance & Analysis

Canara Robeco Small Cap Fund - Direct Plan - Growth historical performance and returns

Canara Robeco Small Cap Fund - Direct Plan - Growth ka 1-year return sirf 2.72% hai, jo ki benchmark Nifty Smallcap 250 TRI ke comparison mein kafi low hai. Lekin 3 saal mein is fund ne 15.99% aur 5 saal mein 18.13% ka return diya hai. Ye long-term performance encourage karti hai, lekin short-term mein volatility dekhne ko mil sakti hai. Fund manager Pranav Gokhale aur Shridatta Bhandwaldar ki experience ne is fund ki performance par acha impact dala hai. Dono ka tenure 6.6 saal hai, jo ki is industry mein kaafi achi baat hai. Historical positioning mein ye fund consistently achhe returns dene ke liye jaana jaata hai, lekin market ki volatility ko zaroor dhyaan mein rakhein.

Canara Robeco Small Cap Fund - Direct Plan - Growth portfolio breakdown for investors

Fund ki portfolio kaafi diverse hai, jismein small cap stocks ki achi allocation hai. Top 5 holdings mein hain: 1. Multi Commodity Exchange Of India Ltd. (3.74%) 2. Kei Industries Ltd. (2.96%) 3. Amber Enterprises India Ltd. (2.88%) 4. GE Vernova T&D India Ltd (2.43%) 5. PNB Housing Finance Ltd. (2.32%) Ye holdings primarily financial services, infrastructure, aur consumer goods sectors se hai. Is fund ki strategy small cap stocks ko select karna hai jo growth potential rakhte hain, aur ye sector allocation is strategy ko support karta hai. Agar aap sector exposure aur portfolio diversification ki talash mein hain, toh ye fund aapke liye ek acha option ho sakta hai.

Canara Robeco Small Cap Fund - Direct Plan - Growth – risk level aur volatility

Canara Robeco Small Cap Fund - Direct Plan - Growth ka riskometer 'Very High' hai. Ye fund high growth potential ke saath aata hai, lekin iska matlab ye hai ki aapko market ke fluctuations ka samna karna padega. Volatility kaafi high ho sakti hai, kyunki small cap stocks ko market mein achha perform karne ke liye time lagta hai. Ye fund un investors ke liye suitable hai jo high risk tolerance rakhte hain aur long-term investment horizon ke liye tayaar hain. Agar aap risk se bachna chahte hain ya conservative approach rakhte hain, toh ye fund aapke liye theek nahi hai.

Who Should Invest?

Canara Robeco Small Cap Fund - Direct Plan - Growth long term investment outlook

Updated in May 2026, long-term investment outlook ke liye Canara Robeco Small Cap Fund - Direct Plan - Growth mein growth potential dikh raha hai. Small cap stocks historically high growth rates rakhte hain, aur agar aap 5-7 saal ki investment horizon rakhte hain, toh ye fund achhi returns dene ki sambhavnayein rakh sakta hai. Fund ki exposure sectors jaisa ki financial services aur consumer goods banate hain iske growth prospects ko aur bhi strong karte hain. Market trends aur economic conditions ko dhyaan mein rakhte hue, ye fund investors ko long-term wealth creation mein help kar sakta hai.

Pros & Cons

Canara Robeco Small Cap Fund - Direct Plan - Growth advantages and disadvantages

High growth potential ke saath aata hai
Experienced fund managers ki team hai
Long-term wealth creation ke liye suitable
Diverse sector exposure provide karta hai

Very high risk level hai
Short-term performance inconsistent ho sakta hai
Higher expense ratio (1.24%) hai compared to peers

Frequently Asked Questions

Canara Robeco Small Cap Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

1. Canara Robeco Small Cap Fund - Direct Plan - Growth kaisa hai beginners ke liye?

Ye fund beginners ke liye suitable nahi hai kyunki iska risk level 'Very High' hai. Agar aapko high volatility se problem nahi hai, tab aap consider kar sakte hain.

2. Canara Robeco Small Cap Fund - Direct Plan - Growth mein SIP kaise karen?

Aap SIP ke through bhi Is fund mein invest kar sakte hain. SIP Calculator ka use karke aap apne expected returns dekhein.

3. Kya Canara Robeco Small Cap Fund - Direct Plan - Growth par tax lagta hai?

Haan, agar aap is fund se profit earn karte hain, toh capital gains tax applicable hoga. Long-term holding par 20% tax lagta hai.

Returns

Period	Fund Return (%)	Benchmark (Nifty Smallcap 250 TRI) (%)
1 Year	2.72%	—
3 Years	15.99%	—
5 Years	18.13%	—
Since Launch	22.13%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 16.0%

Invested: ₹956k

Gains: ₹39986k

Total Invested

₹956245.48

Total Returns

+ ₹39985576.23

Maturity Value

₹40941821.71

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 16.0% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.