Canara Robeco Flexi Cap Fund - Direct Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹332.2700 0.35%

As on 22-May-2024

Returns

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Calculate SIP Returns of Canara Robeco Flexi Cap Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Canara Robeco Flexi Cap Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Canara Robeco Flexi Cap Fund - Direct Plan

Assets info

₹12,325 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

100

Min. No of Cheques

6

Investment Strategy

The scheme aims to generate capital appreciation by investing in equity and equity related securities. The scheme would follow bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Being an open-ended scheme, some portion of the portfolio may be invested in money market instruments so as to meet the normal repurchase requirements.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Canara Robeco Flexi Cap Fund - Direct Plan

Canara Robeco Flexi Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.

Mutual funds can be bought directly from the website of the fund house. For instance, Canara Robeco Flexi Cap Fund - Direct Plan fund can be purchased from the website of Canara Robeco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Canara Robeco Flexi Cap Fund - Direct Plan is ₹332.2700 as of 23-May-2024.

The AUM of Canara Robeco Flexi Cap Fund - Direct Plan Fund is ₹12,325 Cr as of 30-Apr-2024

The riskometer level of Canara Robeco Flexi Cap Fund - Direct Plan is Very High. See More

As of 30-Apr-2024, Canara Robeco Flexi Cap Fund - Direct Plan had invested 95.15% in Equity and 4.85% in Cash & Cash Eq. See More

Canara Robeco Flexi Cap Fund - Direct Plan is 11 years 4 months old. It has delivered 15.49% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
31.89%
17.58%
18.93%
16.82%
15.41%
15.49%

No, There is no lock in period in Canara Robeco Flexi Cap Fund - Direct Plan.

The expense ratio of Canara Robeco Flexi Cap Fund - Direct Plan is 0.54.

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