Canara Robeco Flexi Cap Fund

(An open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks)

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               Focused on large caps with few high conviction mid-cap and small-cap ideas – Large-cap companies aim to render stability and liquidity to the portfolio and select mid and small-cap companies to yield higher returns in the long term as the companies grow in size and in market capitalization.

 

               Investment Style – The fund follows the GARP (Growth at a Reasonable Price) style of investing.

 

               Investor Profile – The fund should form the ‘CORE’ part of an investor’s equity portfolio.

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Investment Objective

 

To generate capital appreciation by investing in equity and equity-related securities. However, there can be no assurance that the investment objective of the scheme will be realised.

 

Asset Allocation

 

The investment policies of the Scheme shall be as per SEBI (Mutual Funds) Regulations, 1996, and within the following guidelines. Under normal market circumstances, the investment range would be as follows:

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*Equity Related Instruments include convertible debentures, convertible preference shares, warrants carrying the right to obtain equity shares, equity derivatives and such other instruments as may be specified by the Board from time to time.

 

Why You Should Invest?

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• ​An 'ALL SEASON FUND" with exposure to industries across Market capitalization to remain exposed to lesser volatility compared to other sector funds.

• The fund aims to provide an investment opportunity in the "BEST IN CLASS" Indian companies with sustainable business models based on "Top Down" as well as "Bottom Up" research approach.

• Market Cap agnostic fund focused on large caps with few high conviction mid-cap and small-cap ideas.

• Could form the ‘CORE’ part of an investor’s equity portfolio.

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Choose DIVERSIFICATION with a Long-Term View to Capitalise on Wealth Creation Opportunity!

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The Fund Investment Process

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The Fund Investment Strategies

 

      Aims to deliver robust and better risk-adjusted returns by taking a flexible approach of investing in a mix of large cap and mid & small-cap companies based on relative valuation

 

• Compounders are companies that operate in a competitive environment but have a unique business model which helps them generate consistent returns year after year.

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         These companies

• Have earnings CAGR visibility

• Enjoy a competitive business advantage

• Are available at reasonable valuations

 

      Alpha generators are quality companies,

      irrespective of their market cap or sector and could be based on a

• Theme     

• Turnarounds

• Newer Listings

• Capital Allocation changing

• Turn around on the balance sheet/ operating parameter

• Focus on Bottom-up stock selection aligned with market

       Topdown risk allocation

 

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​Benchmark Index

 

The performance of this Scheme is benchmarked against the S&P BSE 500 TRI. S&P BSE 500 TRI is a broad-based index and its composition broadly represents the Scheme’s investment universe.

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Fund Manager

 

Mr Shridatta Bhandwaldar I managing the fund since 05-Jul-2016. Mr Bhandwaldar is a BE (Mechanical) and MMS (Finance).

Prior to joining Canara Robeco Mutual Fund, he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).

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