MonitorDirect · GrowthWatch before adding
Canara Robeco Flexi Cap Fund
Canara Robeco Mutual FundEquity Schemes - Flexi Cap Fund13.8 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
- 371.80
- 29 Oct 2026
- 1Y
- -6.5%
- Trailing CAGR
- AUM
- ₹12,781.68 Cr
- 30 Sept 2026
- Volatility
- Medium
- 15.5% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer 360 ONE Flexicap Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.71% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -33.2%. Ask whether you can hold through a similar fall.
Vs category
Fail
35% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Pranav Gokhale · 3.0 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 38.4% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 33%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-6.5%
- 3Y+11.7%
- 5Y+8.7%
- 10Y+13.8%
- SI+13.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.0%
- 3Y+3.1%
- 5Y+8.6%
- 10Y+13.2%
- Since inception
- +13.5%
- Calendar-day CAGR
- Excess 1Y
- -2.9%
- Category median, same plan and option
- 3Y win rate
- +35%
- Windows beating the median
- 3Y percentile
- 27
- Vs comparable share classes
- SIP 3Y XIRR
- +3.1%
- Simulated monthly SIP
- Worst rolling 3Y
- +0.2%
- 2650 daily-ending windows
- Median rolling 3Y
- +15.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2157 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -33.2%
- Worst peak-to-trough
- Current
- -6.5%
- Below last peak
- Current spell
- 87 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 159 recovered episodes
- Longest recovery
- 383 days
- Trough to prior peak
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
27
Vs category
32
Consistency
38
Risk-adjusted
52
Drawdown
17
Mean
33
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 84 holdings · top 10 are 38.4%.
- Top 5
- 24.3%
- Top 10
- 38.4%
- Largest holding
- 6.6%
- Effective holdings
- 41.7
ICICI Bank Ltd
Financial
6.6%
HDFC Bank Ltd
Financial
6.5%
Repo
Unspecified
4.0%
Bharti Airtel Ltd
Technology
3.8%
Reliance Industries Ltd
Energy & Utilities
3.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
17 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
360 ONE Flexicap Fund
360 ONE Mutual Fund
- 1Y
- +2.6%
- 3Y
- +17.0%
- Vol
- 14.9%
- Max DD
- -18.1%
- Sharpe
- 0.71
- 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
- -0.5%
- 3Y
- +15.5%
- Vol
- 13.5%
- Max DD
- -19.7%
- Sharpe
- 0.69
- 3Y win
- +96%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Invesco India Flexi Cap Fund
Invesco Mutual Fund
- 1Y
- -2.8%
- 3Y
- +16.8%
- Vol
- 14.4%
- Max DD
- -19.4%
- Sharpe
- 0.71
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
WhiteOak Capital Flexi Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- -2.5%
- 3Y
- +14.3%
- Vol
- 12.8%
- Max DD
- -15.6%
- Sharpe
- 0.74
- 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
- -1.0%
- 3Y
- +13.7%
- Vol
- 15.4%
- Max DD
- -29.9%
- Sharpe
- 0.51
- 3Y win
- +25%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER