Canara Robeco Mid Cap Fund

An open ended equity scheme predominantly investing in Mid Cap stocks

​

This fund is suitable for investors who are seeking:

•Long term capital appreciation

•Investments predominantly in equity and equity related instruments of mid cap companies

 

MID-CAP BUSINESS IDENTITY

 

 

 

 

 

 

 

 

 

 

 

​

​

​

​

 

 

​

WHY YOU SHOULD INVEST

​

1. Healthy Growth Trajectory: Mid Caps earning growth is fairly robust.

   2. Lower Mortality Risk: Since Mid Caps have reached a certain size and have better access to capital, it has lower risk of shutting down.

   3. Leaders in smaller sectors: There are  many leaders in mid cap space which offers high growth opportunities.

   4. Niche players in traditional sectors: Indian mid-caps offer potential for higher growth in niche areas which have huge scalability,given changing composition of economy.

   5. Promoter / Entrepreneur driven: Mid Caps are promoter driven, thus have competent management and are capital efficient.

​

Canara Robeco Mid Cap Fund

​

Asset Allocation

​

• Equity and Equity-related Instruments of Midcap companies* - 65% to 100% (Risk- Very High)

• Equity and Equity-related Instruments of companies other than Midcap companies - 0% to 35% (Very High)

• Debt and Money Market Instruments - 0% to 35% (Low to Medium)

• Units issued by REITs and InvITs - 0% to 10% (Medium to High)

 

Investment Philosophy:

​

• The fund house believes that it is companies and not stocks to create wealth.

 

Investment Objective:

​

• Invest in robust growth-oriented businesses with competent management at reasonable valuations

​

​

 

Investing Facts :

​

•An open-ended equity scheme predominantly investing in mid cap stocks

•Fund seeks to generate Long term capital appreciation

•Investments predominantly in equity and equity related instruments of mid cap companies

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

 

Fund Manager:

​

 Mr. Pranav Gokhale is managing the fund since 06-Nov-2023. Mr. Gokhale is a Chartered Accountant & holds M.Com degree.

Experience: Prior to joining Invesco Mutual Fund, he has worked with IL&FS, ICICI Direct, Rosy Blue Securities Pvt. Ltd., and International Ship Repair LLC Fujairiah.

​

​

​