ReviewDirect · Growth
Canara Robeco Large and Mid Cap Fund
Canara Robeco Mutual FundEquity Schemes - Large & Mid Cap Fund13.7 years
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks.
- NAV
- 290.64
- 16 Sept 2026
- 1Y
- -3.9%
- Trailing CAGR
- AUM
- ₹26,330.85 Cr
- 31 Aug 2026
- Volatility
- High
- 16.4% 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-3.9%
- 3Y+11.6%
- 5Y+10.0%
- 10Y+15.0%
- SI+18.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.4%
- 3Y+5.5%
- 5Y+10.4%
- 10Y+14.5%
- Since inception
- +18.7%
- Calendar-day CAGR
- Excess 1Y
- -10.0%
- Category median, same plan and option
- 3Y win rate
- +53%
- Windows beating the median
- 3Y percentile
- 14
- Vs comparable share classes
- Worst rolling 3Y
- -2.8%
- 2637 daily-ending windows
- Median rolling 3Y
- +18.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +5.5%
- 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
- 18 days
- 140 recovered episodes
- Longest recovery
- 441 days
- Trough to prior peak
- Current spell
- 363 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
20 Feb 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-36.2%
8 Jan 2013 – 24 Dec 2013
Trough 28 Aug 2013 · recovered in 118 days
-23.4%
5 Aug 2015 – 4 Jul 2016
Trough 29 Feb 2016 · recovered in 126 days
-21.8%
17 Jan 2022 – 7 Jun 2023
Trough 20 Jun 2022 · recovered in 352 days
-18.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
14
Vs category
0
Consistency
55
Risk-adjusted
67
Drawdown
10
Mean
29
Portfolio
31 Aug 2026 · 97 holdings · top 10 are 36.5%.
- Top 5
- 22.8%
- Top 10
- 36.5%
- Largest holding
- 6.1%
- Effective holdings
- 44.4
ICICI Bank Ltd
Financial
6.1%
The Indian Hotels Company Ltd
Consumer Discretionary
5.5%
HDFC Bank Ltd
Financial
4.2%
Zomato Ltd
Technology
3.8%
The Federal Bank Ltd
Financial
3.3%
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 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.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 57% of rolling 1-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.
Helios Large & Mid Cap Fund
Helios Mutual Fund
- 1Y
- +3.4%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -18.0%
- Sharpe
- 0.23
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Kotak Large & Mid Cap Fund
Kotak Mahindra Mutual Fund
- 1Y
- +0.2%
- 3Y
- +12.2%
- Vol
- 15.3%
- Max DD
- -36.0%
- Sharpe
- 0.73
- 3Y win
- +36%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
WhiteOak Capital Large & Mid Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- +3.5%
- 3Y
- n/a
- Vol
- 14.5%
- Max DD
- -16.0%
- Sharpe
- 0.58
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Axis Large & Mid Cap Fund
Axis Mutual Fund
- 1Y
- +7.1%
- 3Y
- +15.0%
- Vol
- 14.6%
- Max DD
- -31.9%
- Sharpe
- 0.91
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Invesco India Large & Mid Cap Fund
Invesco Mutual Fund
- 1Y
- +6.0%
- 3Y
- +21.5%
- Vol
- 15.8%
- Max DD
- -35.3%
- Sharpe
- 0.80
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
- Higher trailing returns