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Canara Robeco Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks. It considers companies ranked 251st and onwards in terms of full Market Capitalization as its Investment universe. The fund provides a blend of 'Growth' and 'Value' style of investing. This Fund seeks to invest in high quality small cap business which are undervalued and have a sustainable business.
The fund's investment strategy focuses on:
- Capital appreciation by investing predominantly in Small Cap stocks
- Identifying undervalued companies with strong fundamentals
- Long-term wealth creation through disciplined investment approach
- Diversification across various sectors within the small-cap universe
Key Fund Details (as of August 2025):
- Asset Under Management(AUM) of ₹1,18,148 Cr as of 22 Aug 2025
- Expense ratio of 0.46 as of 8th August 2025
- Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000
- Exit load of 1% if redeemed within 1 year
Cheenu Gupta - Current Fund Manager of Canara Robeco Small Cap Fund Direct Growth fund. Ms. Cheenu Gupta joined Canara Robeco Asset Management Company Ltd. as a Fund Manager of Equities in 2018. She manages an AuM of Rs. 2,192 Crore invested in 9 schemes like Canara Robeco Consumer Trends Fund, Canara Robeco Equity Tax Saver Fund, etc.
Professional Background:
- She began her career as a Software Engineer at Patni Computer Services in 2003. In 2006, she joined UTI Mutual Fund as an Equity Research Analyst. A year later, she joined ING Investment Management India Private Ltd.
- Prior experience at Tata AIA Life Insurance as Senior Equity Research Analyst and Fund Manager
Shridatta Bhandwaldar - Co-fund manager with extensive experience in equity markets. Mr. Shridatta Bhandwaldar serves as the Fund Manager of Equities at Canara Robeco Asset Management Company Ltd. since 2016. He manages an AuM of Rs. 5,255 Crore invested in 12 schemes like Canara Robeco Equity Diversified Fund, Canara Robeco Bluechip Equity Fund, Canara Robeco Infrastructure Fund, Canara Robeco Equity Hybrid Fund, etc.
Educational Qualifications:
- Mr. Bhandwaldar is a Mechanical Engineer from the Government College of Engineering, Aurangabad. He also holds an MMS in Finance from the Sydenham Institute of Management.
Canara Robeco Asset Management Company Limited is a distinguished joint venture that brings together the best of Indian banking expertise and global investment management.
CRAMC or Canara Robeco Mutual Fund is a joint venture between the now defunct Canbank Mutual Fund and Robeco Groep N.V. Established in 1987, Canbank Mutual Fund was the asset management company (AMC) of Canara Bank. It is the second oldest mutual fund in India.
In 2007, Canbank Mutual Fund offloaded 49% of its stake to Netherlands-based investment management firm Robeco Groep N.V. for Rs. 115 Crore to form the Canara Robeco Asset Management Company Ltd. (CRAMC).
- Over 3 Decades of rich fund management experience, second oldest in the Indian MF Industry!
- Managing Investment mandates of over 50 lakhs investors across categories!
- The AMC has 22 branches throughout India
- As of May 2022, it has an asset under the management of Rs. 47955.87 crores
Canara Bank: A government-owned institution with over 118 years of experience, serves over 89 million customers through 9,816 branches across India. Rated AAA by CRISIL, it stands as one of India's oldest and largest banks.
ORIX Corporation Europe N.V. (formerly Robeco Groep): A 100% owned subsidiary of ORIX Corporation, Tokyo ("ORIX Corporation") a Japanese conglomerate listed on the Tokyo Stock Exchange and New York Stock Exchange and operating in financing and investment, insurance, banking, asset management, real estate, public works, environment and energy, civil engineering and transport.
The company offers a wide range of investment options like hybrid and monthly income funds, numerous debt and treasury funds, and thematic and diversified equity schemes. The AMC combines local market knowledge with global investment expertise to deliver consistent performance across market cycles.
Suitable For:
- Investors with high risk tolerance seeking long-term capital appreciation
- Those looking for exposure to emerging small-cap companies with growth potential
- Investors with investment horizon of 5+ years
- Portfolio diversification into small-cap segment
Key Considerations:
- The fund is rated Very High risk
- Small-cap funds are subject to higher volatility compared to large-cap funds
- The volatility or standard deviation for the fund is 17.65
- Potential for higher returns comes with increased market risk
Performance Metrics:
- Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.03% & 28.91%
- Experienced fund management team with proven track record
- Established AMC with strong parentage and regulatory compliance
Investment Decision Factors:
- Evaluate your risk profile and investment objectives
- Consider this as part of diversified portfolio allocation
- Review fund performance against benchmark and peer comparison
- Assess your liquidity needs given the exit load structure
What is today's NAV of Canara Robeco Small Cap Fund?
The latest NAV varies daily based on market movements. Check the current NAV on the fund house website or your investment platform for real-time updates.
What is the AUM of Canara Robeco Small Cap Fund?
The fund has an Asset Under Management(AUM) of ₹1,18,148 Cr as of 22 Aug 2025.
What is the expense ratio of Canara Robeco Small Cap Fund?
The expense ratio of Canara Rob Small Cap Fund Plan is 0.46 as of 8th August 2025.
What are the returns of Canara Robeco Small Cap Fund since inception?
The scheme return performance since scheme launch is 325.77%. However, past performance doesn't guarantee future returns.
What is the minimum SIP amount to invest in Canara Robeco Small Cap Fund?
Minimum SIP Investment is set to ₹1,000.
How do I invest in Canara Robeco Small Cap Fund?
You can invest through Allvest platform online, directly through the AMC website, or via authorized distributors. Complete your KYC and start investing with the minimum amount.
How to start a SIP in Canara Robeco Small Cap Fund?
Register on Allvest platform, complete your KYC, select the fund, choose SIP option, set the amount and frequency, and authorize the auto-debit mandate.
How do I automate an SIP in Canara Robeco Small Cap Fund?
Set up an auto-debit mandate through Allvest platform or your bank. This ensures automatic monthly deductions for your SIP without manual intervention.
How can I withdraw/redeem my investment in Canara Robeco Small Cap Fund?
You can redeem through Allvest platform, AMC website, or by submitting redemption forms. Note the exit load of 1% if redeemed within 1 year.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer