MonitorDirect · Growth
Canara Robeco Large Cap Fund
Canara Robeco Mutual FundEquity Schemes - Large Cap Fund13.7 years
The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.
- NAV
- 69.99
- 16 Sept 2026
- 1Y
- -3.2%
- Trailing CAGR
- AUM
- ₹17,135.79 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.2% 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+9.8%
- 5Y+9.0%
- 10Y+13.5%
- SI+13.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.9%
- 3Y+3.8%
- 5Y+8.8%
- 10Y+13.3%
- Since inception
- +13.8%
- Calendar-day CAGR
- Excess 1Y
- -3.2%
- Category median, same plan and option
- 3Y win rate
- +60%
- Windows beating the median
- 3Y percentile
- 38
- Vs comparable share classes
- Worst rolling 3Y
- +0.6%
- 2636 daily-ending windows
- Median rolling 3Y
- +15.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2143 daily-ending windows
- SIP 3Y XIRR
- +3.8%
- 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
- 14 days
- 164 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
- Current spell
- 252 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
19 Feb 2020 – 8 Oct 2020
Trough 23 Mar 2020 · recovered in 199 days
-32.6%
3 Mar 2015 – 5 Aug 2016
Trough 12 Feb 2016 · recovered in 175 days
-20.6%
18 Oct 2021 – 30 Nov 2022
Trough 17 Jun 2022 · recovered in 166 days
-17.3%
28 Aug 2018 – 24 May 2019
Trough 26 Oct 2018 · recovered in 210 days
-14.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
38
Vs category
30
Consistency
53
Risk-adjusted
55
Drawdown
19
Mean
39
Portfolio
31 Aug 2026 · 62 holdings · top 10 are 48.1%.
- Top 5
- 30.4%
- Top 10
- 48.1%
- Largest holding
- 8.6%
- Effective holdings
- 30.3
ICICI Bank Ltd
Financial
8.6%
HDFC Bank Ltd
Financial
7.7%
Reliance Industries Ltd
Energy & Utilities
4.8%
Bharti Airtel Ltd
Technology
4.4%
State Bank of India
Financial
4.3%
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 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 60% 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.
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- -1.6%
- 3Y
- +12.0%
- Vol
- 12.6%
- Max DD
- -15.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
JM Large Cap Fund
JM Financial Mutual Fund
- 1Y
- +0.6%
- 3Y
- +10.3%
- Vol
- 13.5%
- Max DD
- -19.8%
- Sharpe
- 0.55
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
Invesco India Large Cap Fund
Invesco Mutual Fund
- 1Y
- +1.1%
- 3Y
- +12.7%
- Vol
- 15.6%
- Max DD
- -36.9%
- Sharpe
- 0.64
- 3Y win
- +73%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Large Cap Fund
Axis Mutual Fund
- 1Y
- -4.0%
- 3Y
- +7.9%
- Vol
- 14.7%
- Max DD
- -30.1%
- Sharpe
- 0.58
- 3Y win
- +44%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Mahindra Manulife Large Cap Fund
Mahindra Manulife Mutual Fund
- 1Y
- -4.7%
- 3Y
- +8.2%
- Vol
- 16.4%
- Max DD
- -35.3%
- Sharpe
- 0.51
- 3Y win
- +72%
- Higher win rate vs category
Caveat: Higher volatility · Deeper drawdown · Higher TER · Lower trailing returns