Investment Objective
Canara Robeco Mid Cap Fund aims to generate capital appreciation by investing primarily in equity and equity related instruments of mid cap companies.
Investment Strategy
- The fund invests at least 65% of its total assets in equity and equity related instruments of mid cap companies.
- It may invest the remaining portion of total asset as per the fund manager’s views, in line with asset allocation pattern of the scheme, across the market capitalisation and/or debt and money market instruments.
- It follows top-down approach for identifying and setting exposure limits across sectors and bottom-up approach for stock picking within the identified sectors.
- It focuses on identifying companies having strong competitive positions in good businesses and having quality management.
- It is an actively managed scheme seeking to build a well-diversified portfolio of stocks across sectors with a long-term perspective.
- The fund follows an active investment strategy supported by in-house research.
- It focuses on the business fundamentals, the quality of management sensitivity to economic factors, the industry structure, the financial strength of the company and the key earning drivers during its stock selection process.
Who Should Invest
- Investors having an investment horizon of 5 years and above.
- Those having higher risk appetite to tolerate the volatility of mid cap companies.
- Seasoned investors seeking exposure to mid cap companies as a part of their asset allocation strategy.