Canara Robeco Small Cap Fund
Canara Robeco Small Cap Fund Growth invests in smaller Indian companies for higher growth potential with higher risk.
What This Strategy Does
CW Expert Research Notes
Benchmark Underperformance
Over five years, the fund returned 16.3% per year, underperforming the Nifty Smallcap 250 TR INR Index (17.1% per year) and its Morningstar Category average (17.3% per year), indicating a lack of consistent outperformance.
Quantitative Process
The fund employs a quantitatively derived process, with its gross-of-fee information ratio ranking below peers over one and three years, and slightly above peers over five years, suggesting a moderately effective investment approach.
Moderate Cost
With a Representative Cost Ex Transaction Fee of 1.46% per year, the fund is positioned in the middle quintile of its Morningstar category, indicating a moderate cost structure relative to peers.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Prolonged economic slowdown could dampen consumer demand, impacting small-cap earnings.
Liquidity Risk
Volatile market conditions may strain liquidity for small-cap holdings.
Concentration Risk
Concentrated small-cap exposure amplifies idiosyncratic risks from individual holdings.
Specific Strategy Risk
Regulatory changes targeting specific sectors could disproportionately impact holdings.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides exposure to India's entrepreneurial energy before institutional capital discovers it. Small caps offer the highest growth potential but demand patience through volatility cycles. The long-term impact is dramatic wealth creation—historical data shows sustained small-cap investing has generated life-changing returns, but requires conviction to stay invested through sharp drawdowns. Suitable for investors with long time horizons and ability to withstand elevated volatility.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Pranav Gokhale
Mr. Pranav Gokhale has experience of 22 years. Manages 30 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹29,783 Cr Holds a M.Com degree.
43 years
Combined Team Experience
₹ 88,511 Cr
Assets Under Management
Shridatta Bhandwaldar
Co-Portfolio ManagerMr. Shridatta Bhandwaldar has experience of 20 years. Manages 79 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹58,728 Cr Holds a MMS degree.
CW Expert Take
Canara Robeco brings a disciplined approach to small-cap investing. Their investment philosophy emphasizes rigorous fundamental research to identify quality franchises with sustainable growth potential. The fund house maintains a consistent process across market cycles, combining bottom-up stock selection with risk management frameworks. Canara Robeco's strength lies in its experienced investment team and ability to leverage on-ground insights for grassroots understanding.
Investment Philosophy & Approach
Disciplined Approach
Canara Robeco follows a disciplined investment approach focused on rigorous research.
Risk Management
The fund house emphasizes robust risk management practices and portfolio diversification.
Long-Term Perspective
Canara Robeco adopts a long-term investment horizon for capital appreciation.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)