Canara Robeco Bkg & Fincl Svcs IDCWR

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1–7 yearsInvestment Horizon

HNI,MATarget Segments

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Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

HDFC Bank LtdFinancial Services10.82%

ICICI Bank LtdFinancial Services10.32%

State Bank of IndiaFinancial Services7.45%

Axis Bank LtdFinancial Services7.20%

Bajaj Finance LtdFinancial Services5.32%

Kotak Mahindra Bank LtdFinancial Services5.25%

One97 Communications LtdTechnology4.31%

TrepsUtilities4.16%

Ujjivan Small Finance Bank Ltd Ordinary SharesFinancial Services4.11%

Shriram Finance LtdFinancial Services3.95%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Shridatta Bhandwaldar

Mr. Shridatta Bhandwaldar has experience of 21 years. Manages 67 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹58,728 Cr Holds a MMS degree.

38 years

Combined Team Experience

₹ 65,034 Cr

Assets Under Management

Amit Kadam

Co-Portfolio Manager

Mr. Amit Kadam has experience of 17 years. Manages 34 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹6,306 Cr Holds a MMS degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.7%

Regulatory & Tax Information

INF760K01LQ2

ISIN

DailyDealing Frequency

Nifty Financial Services TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)