Canara Robeco Banking And Financial Services Fund – Regular Plan – Growth – Demat/Physical
Canara Robeco Banking And Financial Services Fund – Regular Plan – Growth – Demat/Physical
High Risk | Equity
Fund Overview
Launch Date
27 Feb 2026
End Date
13 Mar 2026
Allotment Date
20 Mar 2026
NAV
₹10
Expense Ratio, Exit Load & Tax
Expense ratio
The expense ratio of the fund is 0.0% for Regular plan as on null.
Exit load
0 %
Minimum Investment Amounts
Minimum Investment (Rs.)
₹5,000.00
Minimum Additional Investment (Rs.)
₹1,000.00
Minimum SIP Investment (Rs.)
₹1,000.00
Minimum Withdrawal (Rs.)
₹1,000.00
Fund Managment
Shridatta Bhandwaldar
Since Feb 2026
Education
Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
Experience
Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
Fund House & Investment Objective
Canara Robeco Banking And Financial Services Fund - Regular Plan - Growth - Demat/Physical
Total AUM
₹194.02 Crore
The Canara Robeco Banking And Financial Services Fund - Regular Plan - Growth is a sectoral equity fund focusing on banking and financial services, opening as an NFO on February 27, 2026, and closing on March 13, 2026. It aims for long-term capital appreciation by investing in the financial sector, offering both physical and Demat investment options.
Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in the banking and financial services sector. There is no assurance that the investment objective of the Scheme will be achieved.
Fund benchmark
NIFTY Financial Services Total Return Index
Fund House Contact Details
Address
4th Floor, Construction House, 5, Walchand Hirachand Marg, Ballard Estate, Mumbai – 400001.
Phone
1800-209-2726
Launch Fund Date
27 Feb 2026
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FAQ's
Frequenlty Asked Question
What is a Loan Against Mutual Fund (LAMF)?
A Loan Against Mutual Fund allows you to borrow money by pledging your mutual fund units as collateral without selling your investments.
What is a Systematic Investment Plan (SIP)?
A SIP is a disciplined investment method where you invest a fixed amount regularly in mutual funds to build wealth over time.
Can I invest jointly with a resident Indian through KSquare?
Yes, joint investments are allowed with a resident Indian, provided KYC and bank account norms are met.
Do SIPs guarantee returns?
No, SIPs don’t guarantee returns but reduce risk over time and provide the potential for solid, market-linked growth.
How does KSquare ensure compliance with FEMA rules?
KSquare’s advisory follows all FEMA guidelines, helping NRIs invest safely while staying compliant with Indian regulations.
Do I need a demat account to apply for this loan?
Yes, most lenders require mutual fund units in demat form. KSquare can help convert physical units if needed.
How much loan can I get against mutual funds?
You can typically borrow up to 50–70% of your mutual fund’s NAV value. KSquare calculates this during your application.
How does KSquare help in retirement planning?
KSquare builds long-term SIP strategies to create a secure retirement corpus based on future lifestyle, needs, and inflation.