Investment Objective
Canara Robeco Large and Mid Cap Fund, formerly known as Canara Robeco Emerging Equities, seeks to generate capital appreciation by investing in a portfolio of diversified large and mid-cap stocks.
Investment Strategy
- Canara Robeco Large and Mid Cap Fund invests at least 35% of its portfolio each in large cap companies and mid cap companies.
- The fund may invest up to 30% of its portfolio in other equity and equity instruments and debt and money market instruments. It may also invest up to 10% of its portfolio in Reits/Invits.
- It focuses on investing in robust and growth-oriented companies, led by competent management teams and available at reasonable valuations.
- The scheme uses the bottom-up approach for stock-selection, focusing on identifying the best among the emerging companies.
- It follows a long-term investment approach, avoiding herd behaviour and chasing short-term profits and certain market spurs.
- The scheme seeks to identify companies having the potential to become future leaders in their respective sectors.
- It follows the GARP (Growth at Reasonable Price) style of investing.
- During its stock selection process, it factors in the average daily trading volume of the stocks to ensure that at least 60% of the portfolio can be liquidated within 7 working days.
Who Should Invest
- Investors having an investment horizon of 3 to 5 years seeking and comfortable in investing in very high risk high return investments.
- Those seeking exposure to large cap and mid cap companies through a single portfolio.