Latest news with #NIFTYLargeMidcap
Time of India
26-06-2025
- Business
- Time of India
Canara Robeco Large and Mid Cap Fund turns Rs 10,000 SIP to nearly Rs 2 crore in 20 years
Canara Robeco Large and Mid Cap Fund , an open-ended scheme investing in large- and mid-cap companies, has completed 20 years in the market. A monthly SIP of Rs 10,000 in the fund would have grown to Rs 2.02 crore, delivering an XIRR of 18.05% over the period. The total investment amount would have been Rs 24.30 lakh as of May 31, 2025. Formerly known as Canara Robeco Emerging Equities, the scheme aims to generate capital appreciation by investing in a diversified portfolio of large- and mid-cap stocks. Its benchmark is the NIFTY LargeMidcap 250 TRI, according to a release by the fund house. Also Read | Consistent performers: 10 equity mutual funds deliver over 30% CAGR in 3 and 5-year periods Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Incredible Deals on Container Homes in Dalipuga - See the Prices Now! Shipping Container Homes | Search Ads Search Now Undo The Assets Under Management (AUM) of the Canara Robeco Large and Mid Cap Fund is Rs 25,092 crore as of May 30, 2025. The last 1-year, 3-year, and 5-year CAGR returns of the regular growth option of the scheme are 12.79%, 18.67%, and 25.13%, respectively, as compared to 9.63%, 21.34%, and 28.22% of the benchmark (NIFTY Large Midcap 250 TRI) and 11.36%, 14.95%, and 21.66% of the additional benchmark (BSE SENSEX TRI), based on returns as on May 30, 2025. Since inception, the scheme (Regular Plan – Growth Option) has delivered a CAGR of 17.29% to investors as against 14.56% of the additional benchmark (BSE SENSEX TRI). Live Events A lump sum investment of Rs 10,000 in the scheme (Regular Plan – Growth Option) at inception would have grown to Rs 2.52 lakh as on May 30, 2025, as against Rs 1.56 lakh in the additional benchmark. 'Our journey in the last two decades has been enriching. We thank investors for their continued trust. As a fund house, we continue to stay focused on identifying long-term opportunities across market cycles and delivering value through disciplined and research-backed investment strategies,' said Rajnish Narula, MD & CEO, Canara Robeco Asset Management. The scheme can allocate 35% to 65% of the total assets towards large-cap equity and equity-related instruments, and 35% to 65% in mid-cap equity and equity-related instruments, and 0% to 30% towards other equity and equity-related instruments, debt, and money market instruments. The scheme also invests in REITs and InvITs, which range from 0% to 10%. 'Canara Robeco Large and Mid Cap Fund is designed to capture the potential of India's growth by investing in a diversified portfolio of large and mid-cap companies, with a balanced allocation strategy of investing 35% to 65% in both large and mid-cap equities. The fund aims to provide investors with long-term capital appreciation,' said Shridatta Bhandwaldar , Head – Equities at Canara Robeco Asset Management Company. Also Read | NFO Alert: Zerodha Mutual Fund launches silver ETF FoF 'Diversification across market capitalizations may offer risk-adjusted returns, and we focus on compounder companies with unique models and competitive strength to help generate consistent long-term growth,' he added. Over 98% of the portfolio is invested in traditional companies with proven models, strong balance sheets, and established market presence, the release said. 'As one of our flagship offerings, the Canara Robeco Large and Mid Cap Fund has built a strong legacy over the past two decades by focusing on a diversified portfolio of large and mid-cap companies,' said Gaurav Goyal, National Head – Sales and Marketing, Canara Robeco Asset Management Company. 'Today, Canara Robeco's Large and Mid Cap family has grown to more than 8.45 lakh investors across the country, reflecting our ongoing commitment to help investors participate in India's growth with confidence,' Goyal added. The fund is managed by Shridatta Bhandwaldar, Head – Equities, and Amit Nadekar, Senior Fund Manager.
The Print
01-05-2025
- Business
- The Print
Large-cap funds delivered better returns than Nifty; Small-cap funds struggled in March: Report
The report analysed the performance of 298 open-ended diversified equity schemes, excluding sectoral and thematic funds. Mumbai [Maharashtra], May 1 (ANI): In a mixed month for equity mutual funds, 38.64 per cent of actively managed schemes managed to outperform their respective benchmarks in March 2025, according to a study by PL Wealth Management, the wealth arm of PL Capital. It said 'Out of the 298 open-ended equity diversified funds, about 38.64 per cent of the funds were able to outperform their respective benchmarks over the past one month, ended March 31st, 2025'. While overall outperformance declined compared to the previous month–when 54.08 per cent of schemes beat their benchmarks–the study highlighted strong showings from a few key categories, especially large-cap funds. Large-cap funds delivered the best performance among all categories. About 71.88 per cent of schemes in this segment outperformed the NIFTY 50 TRI benchmark in March. This was followed by large & mid-cap funds, where 58.06 per cent of schemes beat the NIFTY LargeMidcap 250 TRI. Mid-cap funds also showed promising results, with 51.72 per cent outperforming the Nifty Midcap 150 TRI benchmark. On the other hand, small-cap funds struggled the most during the month. Only 10 per cent of these schemes managed to outperform the Nifty Smallcap 250 TRI, making it the weakest-performing category. For the month ended March 2025, benchmark indices posted strong returns. The Nifty 50 TRI gained 6.31 per cent, Nifty Midcap 150 TRI rose 7.73 per cent, and Nifty Smallcap 250 TRI delivered the highest return at 9.10 per cent. Despite this, less than 40 per cent of diversified equity funds could beat their respective benchmarks. The report also assessed the performance of 271 open-ended equity diversified schemes over a one-year period ending March 2025. During this time, 57.56 per cent of the schemes outperformed their respective benchmarks, although this too marked a decline from the 67.02 per cent outperformance rate recorded in the previous month. In terms of benchmark returns over one year, Nifty 50 TRI returned 6.65 per cent, Nifty Midcap 150 TRI gained 8.17 per cent, and Nifty Smallcap 250 TRI posted a return of 6.02 per cent. The data suggests that while actively managed funds have faced pressure in the short term, some categories–particularly large-cap and mid-cap–continue to offer scope for outperformance. However, the overall decline in the percentage of schemes beating benchmarks, both on a monthly and annual basis, indicates a challenging environment for fund managers. (ANI) This report is auto-generated from ANI news service. ThePrint holds no responsibility for its content.
Times of Oman
01-05-2025
- Business
- Times of Oman
Large-cap funds delivered better returns than Nifty; Small-cap funds struggled in March: Report
Mumbai: In a mixed month for equity mutual funds, 38.64 per cent of actively managed schemes managed to outperform their respective benchmarks in March 2025, according to a study by PL Wealth Management, the wealth arm of PL Capital. The report analysed the performance of 298 open-ended diversified equity schemes, excluding sectoral and thematic funds. It said "Out of the 298 open-ended equity diversified funds, about 38.64 per cent of the funds were able to outperform their respective benchmarks over the past one month, ended March 31st, 2025". While overall outperformance declined compared to the previous month--when 54.08 per cent of schemes beat their benchmarks--the study highlighted strong showings from a few key categories, especially large-cap funds. Large-cap funds delivered the best performance among all categories. About 71.88 per cent of schemes in this segment outperformed the NIFTY 50 TRI benchmark in March. This was followed by large & mid-cap funds, where 58.06 per cent of schemes beat the NIFTY LargeMidcap 250 TRI. Mid-cap funds also showed promising results, with 51.72 per cent outperforming the Nifty Midcap 150 TRI benchmark. On the other hand, small-cap funds struggled the most during the month. Only 10 per cent of these schemes managed to outperform the Nifty Smallcap 250 TRI, making it the weakest-performing category. For the month ended March 2025, benchmark indices posted strong returns. The Nifty 50 TRI gained 6.31 per cent, Nifty Midcap 150 TRI rose 7.73 per cent, and Nifty Smallcap 250 TRI delivered the highest return at 9.10 per cent. Despite this, less than 40 per cent of diversified equity funds could beat their respective benchmarks. The report also assessed the performance of 271 open-ended equity diversified schemes over a one-year period ending March 2025. During this time, 57.56 per cent of the schemes outperformed their respective benchmarks, although this too marked a decline from the 67.02 per cent outperformance rate recorded in the previous month. In terms of benchmark returns over one year, Nifty 50 TRI returned 6.65 per cent, Nifty Midcap 150 TRI gained 8.17 per cent, and Nifty Smallcap 250 TRI posted a return of 6.02 per cent. The data suggests that while actively managed funds have faced pressure in the short term, some categories--particularly large-cap and mid-cap--continue to offer scope for outperformance. However, the overall decline in the percentage of schemes beating benchmarks, both on a monthly and annual basis, indicates a challenging environment for fund managers.
