ReviewDirect · Growth
Canara Robeco Flexi Cap Fund
Canara Robeco Mutual FundEquity Schemes - Flexi Cap Fund13.7 years
The scheme aims to generate capital appreciation by investing in equity and equity related securities. The scheme would follow bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Being an open-ended scheme, some portion of the portfolio may be invested in money market instruments so as to meet the normal repurchase requirements.
- NAV
- 378.59
- 16 Sept 2026
- 1Y
- -3.2%
- Trailing CAGR
- AUM
- ₹13,615.18 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-3.2%
- 3Y+10.5%
- 5Y+9.0%
- 10Y+14.1%
- SI+13.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.5%
- 3Y+4.9%
- 5Y+9.5%
- 10Y+13.8%
- Since inception
- +13.8%
- Calendar-day CAGR
- Excess 1Y
- -7.2%
- Category median, same plan and option
- 3Y win rate
- +35%
- Windows beating the median
- 3Y percentile
- 18
- Vs comparable share classes
- Worst rolling 3Y
- +0.2%
- 2637 daily-ending windows
- Median rolling 3Y
- +15.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +4.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 159 recovered episodes
- Longest recovery
- 383 days
- Trough to prior peak
- Current spell
- 44 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
19 Feb 2020 – 9 Oct 2020
Trough 23 Mar 2020 · recovered in 200 days
-33.2%
3 Mar 2015 – 14 Mar 2017
Trough 25 Feb 2016 · recovered in 383 days
-24.8%
17 Jan 2022 – 6 Jun 2023
Trough 17 Jun 2022 · recovered in 354 days
-19.0%
26 Sept 2024 – 17 Sept 2025
Trough 28 Feb 2025 · recovered in 201 days
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
18
Vs category
5
Consistency
38
Risk-adjusted
55
Drawdown
17
Mean
27
Portfolio
31 Aug 2026 · 82 holdings · top 10 are 39.3%.
- Top 5
- 24.2%
- Top 10
- 39.3%
- Largest holding
- 6.8%
- Effective holdings
- 41.8
ICICI Bank Ltd
Financial
6.8%
HDFC Bank Ltd
Financial
6.1%
Repo
Unspecified
3.6%
Bharti Airtel Ltd
Technology
3.5%
Reliance Industries Ltd
Energy & Utilities
3.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 16 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE Flexicap Fund
360 ONE Mutual Fund
- 1Y
- +6.6%
- 3Y
- +16.2%
- Vol
- 14.9%
- Max DD
- -18.1%
- Sharpe
- 0.83
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
ICICI Prudential Flexi Cap fund
ICICI Prudential Mutual Fund
- 1Y
- +5.3%
- 3Y
- +15.6%
- Vol
- 13.5%
- Max DD
- -19.7%
- Sharpe
- 0.80
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Invesco India Flexi Cap Fund
Invesco Mutual Fund
- 1Y
- -0.3%
- 3Y
- +16.7%
- Vol
- 14.4%
- Max DD
- -19.4%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
WhiteOak Capital Flexi Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- +2.6%
- 3Y
- +13.7%
- Vol
- 12.8%
- Max DD
- -15.6%
- Sharpe
- 0.87
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Axis Flexi Cap Fund
Axis Mutual Fund
- 1Y
- +2.7%
- 3Y
- +12.8%
- Vol
- 15.4%
- Max DD
- -29.9%
- Sharpe
- 0.58
- 3Y win
- +25%
- Lower volatility
- Shallower drawdown
- Higher trailing returns