NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Canara Robeco Small Cap Fund Growth for NRI [38.64]

Min Investment

5,000

Fund Size

12,323.74 Cr

Expense Ratio

1.7%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

38.64

0.31%

NAV as on 17 Nov 24, 12:00 AM

very high risk

small cap

equity

NAV as on 17 Nov 24, 12:00 AM

very high risk

small cap

equity

28.07%p.a.

Last 1Y

18.42%p.a.

Last 3Y

32.81%p.a.

Last 5Y

27.80%p.a.

Since Inception

About Canara Robeco Small Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Canara Robeco Small Cap Fund Growth scheme from Canara Robeco Asset Management Co. Ltd.. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Feb 2019, Canara Robeco Small Cap Fund Growth is Small-Cap fund of its category with 12,323.74 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • Canara Robeco Small Cap Fund Growth delivered 28.1% annual returns during the last year. It has delivered 27.8% average annual returns since the fund was launched.
  • Canara Robeco Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the Scheme is to generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Top 10 Holdings

Multi Commodity Exchange of India Ltd

3.80%

Kaynes Technology India Ltd

2.82%

KEI Industries Ltd

2.62%

Aditya Birla Real Estate Ltd

2.39%

Bharat Electronics Ltd

2.39%

Central Depository Services (India) Ltd

2.13%

V-Guard Industries Ltd

1.66%

Computer Age Management Services Ltd Ordinary Shares

1.59%

Bikaji Foods International Ltd

1.49%

J.B. Chemicals & Pharmaceuticals Ltd

1.43%

Fund Managers

  1. Pranav Gokhale (Nov 2023 - Present)
  2. Shridatta Bhandwaldar (Oct 2019 - Present)

Key Information

View Scheme Document

Canara Robeco Small Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Canara Robeco Small Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Canara Robeco Small Cap Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Canara Robeco Small Cap Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions