Canara Robeco Mutual Fund
AUM
₹ 1,17,469 cr
AMC Age
32 Years
No. Of Schemes
105
Canara Robeco Mutual Fund combines global expertise and local insights to provide investors with diversified investment solutions. It offers a range of schemes across equity, debt, and hybrid categories, focusing on consistent performance and long-term wealth creation.
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About Canara Robeco Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Canara Robeco Mutual Fund is a prominent asset management company in India, established in 1987 as Canara Bank Mutual Fund. In 2007, it rebranded to Canara Robeco Mutual Fund following a strategic partnership with Robeco, a global asset management firm based in the Netherlands. This collaboration combines Canara Bank's extensive Indian market experience with Robeco's global investment expertise.
Key Features
- Canara Robeco Mutual Fund offers 26 schemes across equity, debt, and hybrid categories, catering to investors with varied risk profiles and investment goals.
- Managing investment mandates for over 50 lakh investors across individual and institutional categories, reflecting strong trust and credibility.
- Has shown steady growth in Assets Under Management (AUM), reflecting investor trust and strong performance across market cycles.
- A widespread network of 27 points of acceptance across India, ensuring investors have easy access to services and support.
Documents Required
To invest in Canara Robeco Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Canara Robeco Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Canara Robeco Mutual Fund Managers
Mr. Shridatta Bhandwaldar
Mr. Pranav Gokhale
Mr. Amit Nadekar
Mr. Vishal Mishra
Ms. Ennette Fernandes
How To Invest In Canara Robeco Mutual Fund With Choice?
Canara Robeco Mutual Fund FAQ
The most suitable Canara Robeco Mutual Fund varies based on your financial objectives and risk appetite. Equity funds are designed for long-term wealth creation, debt funds offer steady and lower-risk returns, while hybrid funds aim to provide a balanced approach between growth and stability. Tools like Choice FinX can help you research, compare, and select the right fund to match your investment strategy.
Canara Robeco Mutual Funds are subject to taxation based on the type of investment and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, address proof, and a linked bank account. KYC compliance is mandatory. Non-individual investors may need to provide additional documents, which can be uploaded digitally via the Choice FinX platform.
The minimum investment in Canara Robeco Mutual Funds depends on the scheme and type, typically starting at 5,000 for a lump sum and 1,000 for a SIP. Notably, the Canara Robeco Large Cap Fund now allows investments from just 100.
Returns are calculated based on the Net Asset Value (NAV) using the following formula: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIPs, the Extended Internal Rate of Return (XIRR) method is used. Choice FinX provides real-time NAV tracking and returns calculators for estimating potential earnings.
Yes, you can switch between Canara Robeco Mutual Funds through Choice FinX. The platform enables seamless switching, but consider possible exit loads and tax implications depending on the duration of your investment.
Charges include the Expense Ratio, Exit Load for early withdrawals, and Transaction Fees for high-value investments. Direct plans available on Choice FinX come with lower costs compared to regular plans.
No, a Demat account is not required to invest in Canara Robeco Mutual Funds via Choice FinX. You can invest directly through the platform or opt for a Choice Demat account to hold mutual fund units electronically.
You can access your Canara Robeco Mutual Fund statement through the Portfolio section on Choice FinX. Statements are also available via the Canara Robeco Mutual Fund website, by email request, or through CAMS/Karvy portals.
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