INTRODUCTION & AIMS AND OBJECTIVES

Asset Management Companies (AMCs)

are firms pooling funds from various individual
and institutional investors and investing in
various securities. The company invests the  To know what are asset management
funds in capital assets such as stocks, real companies and how they work.
estate, bonds and so on. The asset management
companies have professionals called fund
 To know about Canara Robeco Asset
managers who manage the investment and the Management Company Limited.
research team selects the right securities.  To know what services are provided by the
For this project, as an Asset Management company.
Company, we have taken Canara Robeco Asset  To know the performances of the services.
Management Company Limited as an example.
We will explain the services and performances
of the same.
DETAIL REPORT OF THE PROJECT
Asset Management Companies are usually a
group of investment professionals with broad
market expertise. With a large amount of pooled
capital, they are able to utilize diversification and
complex investment strategies to generate returns
for investors. AMCs generally charge a fee to their
clients that is equal to a percentage of total assets
under management(AUM). These companies
provide different types of funds such as:
 Hedge funds
 Mutual funds
 Index funds
 Private Equity funds
 Exchange-traded funds
Canara Robeco Mutual Fund is the
second oldest mutual fund in India,
established in December 1987 as Canbank
Mutual Fund. Subsequently, in 2007, Canara
Bank partnered with Robeco(now a part of
ORIX Corporation, Japan) and the mutual
fund was renamed as Canara Robeco Mutual
Fund. Since then, it has consistently been one
of the fastest growing mutual funds in India
in terms of AUM. The solutions of Canara
Robeco Mutual Fund offers a range of
investment options, including diversified and
thematic equity schemes, hybrid and monthly
income funds and wide range of debt and
treasury products.
DETAIL REPORT OF THE PROJECT
 Canara Robeco Blue Chip Equity Fund
INVESTMENT OBJECTIVE
The Investment Objective of the fund is to provide
capital appreciation by predominantly investing in
companies having a large market capitalization. However,
there can be no assurance that the investment objective of
the scheme will be realized.
NAV as on 10th Dec, 2021: ₹ 41.78
CAGR(Compound Annual Growth Rate): 13.46%
Risk: Very High Risk
AUM(in Cr.): ₹ 5069 As of 31st Oct, 2021
Age: 11 years 4 months since 20-Aug-2010
Horizon: Long Term
Goal: Capital Appreciation
DETAIL REPORT OF THE PROJECT
 Canara Robeco Corporate Bond Fund
INVESTMENT OBJECTIVE
Fund aims seeks to generate income and capital
appreciation through a portfolio constituted predominantly of
AA+ and above rated Corporate Debt across maturities.
However, there can be no assurance that the investment
objective of the scheme will be realized.
NAV as on 10th Dec, 2021: ₹ 18.67
CAGR(Compound Annual Growth Rate): 8.29%
Risk: Low to Moderate Risk
AUM(IN Cr.): ₹ 273 as of 31st Oct, 2021
Age:7 years 10 months since 07-Feb-2014
Horizon: Medium to Long Term
Goal: Income Generation
DETAIL REPORT OF THE PROJECT
 Canara Robeco Equity Hybrid Fund
INVESTMENT OBJECTIVE
Fund aims to seek to generate long term capital
appreciation and/or income from a portfolio constituted of
equity and equity related securities as well as fixed income
securities (debt and money market securities). However, there
can be no assurance that the investment objective of the
scheme will be realized.
NAV As on 10th Dec, 2021: ₹ 246.25
CAGR(Compound Annual Growth Rate): 11.87%
Risk: Very High Risk
AUM(in Cr.): ₹6901 as of 31st Oct, 2021
Age: 28 years 10 months since 01-Feb-1993
Horizon: Medium to Long Term
Goal: Capital Growth and Income Generation
CONCLUSION & REFERENCE
Asset Management company is an important part of the investment banking system. They play an
integral role in collecting funds from investors and investing a pool of funds in the diverse portfolio according
to the need and requirements of their clients. They help individual investors to take the benefit of investment in
high-value securities with minimum investment amount restriction and with mitigation of the risk associated
with the securities. From this project, we understood that the company Canara Robeco Asset Management
Company is one of the top leading companies of India. It offers a wide range of mutual funds such as equity
funds, debt funds, hybrid funds etc.
 https://www.canararobeco.com/
 https://www.investopedia.com/terms/a/asset_management_company.asp
 https://cleartax.in/s/asset-management-company-amc

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