MonitorDirect · Growth
Canara Robeco Focused Fund
Canara Robeco Mutual FundEquity Schemes - Focused Fund5.3 years
The scheme seeks to generate long term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies.
- NAV
- 20.94
- 16 Sept 2026
- 1Y
- -1.3%
- Trailing CAGR
- AUM
- ₹2,919.63 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.3% 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-1.3%
- 3Y+12.4%
- 5Y+12.0%
- 10Yn/a
- SI+15.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.4%
- 3Y+6.9%
- 5Y+11.8%
- 10Yn/a
- Since inception
- +15.0%
- Calendar-day CAGR
- Excess 1Y
- -3.6%
- Category median, same plan and option
- 3Y win rate
- +70%
- Windows beating the median
- 3Y percentile
- 56
- Vs comparable share classes
- Worst rolling 3Y
- +12.4%
- 574 daily-ending windows
- Median rolling 3Y
- +18.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 83 daily-ending windows
- SIP 3Y XIRR
- +6.9%
- 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
- 10 days
- 74 recovered episodes
- Longest recovery
- 173 days
- Trough to prior peak
- Current spell
- 317 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
17 Jan 2022 – 13 Sept 2022
Trough 17 Jun 2022 · recovered in 88 days
-18.1%
26 Sept 2024 – 20 Aug 2025
Trough 28 Feb 2025 · recovered in 173 days
-16.5%
29 Oct 2025 – open
Trough 30 Mar 2026 · not recovered
-15.0%
1 Dec 2022 – 29 May 2023
Trough 28 Mar 2023 · recovered in 62 days
-8.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
56
Vs category
27
Consistency
68
Risk-adjusted
62
Drawdown
55
Mean
53
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 49.3%.
- Top 5
- 29.2%
- Top 10
- 49.3%
- Largest holding
- 9.2%
- Effective holdings
- 24.8
ICICI Bank Ltd
Financial
9.2%
HDFC Bank Ltd
Financial
6.4%
Repo
Unspecified
5.0%
Max Healthcare Institute Ltd
Healthcare
4.4%
Reliance Industries Ltd
Energy & Utilities
4.2%
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 70% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Invesco India Focused Fund
Invesco Mutual Fund
- 1Y
- +4.8%
- 3Y
- +21.0%
- Vol
- 15.1%
- Max DD
- -22.0%
- Sharpe
- 1.05
- 3Y win
- +96%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mahindra Manulife Focused Fund
Mahindra Manulife Mutual Fund
- 1Y
- -1.4%
- 3Y
- +12.0%
- Vol
- 14.2%
- Max DD
- -16.5%
- Sharpe
- 0.99
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Higher TER · Lower trailing returns
HSBC Focused Fund
HSBC Mutual Fund
- 1Y
- +6.7%
- 3Y
- +13.6%
- Vol
- 15.7%
- Max DD
- -21.2%
- Sharpe
- 0.87
- 3Y win
- +26%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Focused Fund
ICICI Prudential Mutual Fund
- 1Y
- +1.0%
- 3Y
- +16.1%
- Vol
- 15.1%
- Max DD
- -34.1%
- Sharpe
- 0.70
- 3Y win
- +46%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown