Should You Invest in Canara Robeco Small Cap Fund in 2025?

The Canara Robeco Small Cap Fund is a type of equity mutual fund that invests in small-cap stocks. The fund was launched on February 15, 2019, and has become popular among investors who want to benefit from the growth of small-cap stocks.

The fund manages Rs. 11,528 crore in assets and follows the NIFTY Smallcap 250 and Total Return Index as its benchmark. On the other hand, it has given good returns over the long term, but its performance has been affected by the recent market ups and downs.

The fund is managed by Shridatta Bhandwaldar, who has been managing the fund for over five years. The fund is well-diversified in several sectors, such as capital goods, financial services, healthcare, and consumer staples.

This fund invests in fast-growing industries to take advantage of their potential while trying to reduce the risks that come with small-cap stocks. But small-cap funds are regarded as highly risky, therefore, they are ideal for those investors who have a long investment horizon and can also tolerate market fluctuations.

Currently, the NAV (Net Asset Value) of the fund stands at Rs. 32.41 for the Growth option and Rs. 29.22 for the IDCW option. One key factor for investors is the expense ratio, which is 1.72%, which is higher than some of its competitors. The fund imposes an exit load of 1% for redemptions within 365 days, preventing short-term trading.

For new investors who want to invest, the minimum investment is Rs. 5,000, and SIP can be started with Rs. 1,000. Canara Robeco Small Cap Fund is a consistent performer with a history of giving good returns and is a good bet for long-term investors. Yet, it is not without fluctuations. An investor should consider their risk appetite well before investing.