Mutual Fund Calculator: In the stock market boom during the post-Covid rally, Dalal Street has produced a good number of multibagger stocks over the years. However, equity mutual funds have also given great returns to their shareholders during this period. Canara Robeco Small Cap Fund is one such mutual fund which has given CAGR (Compound Annual Growth Rate) of 38 per cent in the last three years while category returns are around 30 per cent during this period. Hence, Equity Mutual Funds, which have been given a 5-star rating by Value Research, have earned alpha returns by a huge margin of around 8 per cent over the past three years.
Mutual Fund SIP Returns
If an investor had started 10,000 monthly SIP in this equity mutual fund a year ago, the absolute value of one’s investment was approx. 1.27 lakh while its total investment was 1.20 lakhs. If the investor had started 10,000 monthly SIP in this equity fund two years back would have been the absolute value of one’s investment 3.18 lakh today while its net investment in SIP was 2.40 lakhs. Similarly, if the investor had started 10,000 Monthly SIP in Canara Robeco Small Cap Fund three years ago, the absolute value of one’s money would have increased 6.34 lakhs whereas its total investment in the fund would have been 3.60 lakhs.
Small-cap equity mutual funds have invested around 94.43 per cent of their total investments in the domestic equity market, out of which 56.28 per cent is in small-cap stocks, while 16.98 per cent is in mid-cap and large-cap stocks. . percent and 3.55 percent.
As per the stock portfolio of this Equity Mutual Fund, City Union Bank, Schaeffler India, Cera Sanitaryware, Indian Hotels Company, Century Textile & Industries etc. are some of the major stocks in which this Equity Mutual Fund has invested substantially. ,
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