MonitorDirect · GrowthWatch before adding
Canara Robeco Large Cap Fund
Canara Robeco Mutual FundEquity Schemes - Large Cap Fund13.8 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
- 69.16
- 29 Oct 2026
- 1Y
- -8.6%
- Trailing CAGR
- AUM
- ₹15,962.68 Cr
- 30 Sept 2026
- Volatility
- Medium
- 15.2% 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 · The fund beat the category median in 60% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer WhiteOak Capital Large Cap 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
0.63% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -32.6%. Ask whether you can hold through a similar fall.
Vs category
Pass
60% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Vishal Mishra · 5.4 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 ≈ 46.8% 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-8.6%
- 3Y+10.5%
- 5Y+8.3%
- 10Y+13.4%
- SI+13.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.3%
- 3Y+1.5%
- 5Y+7.6%
- 10Y+12.6%
- Since inception
- +13.4%
- Calendar-day CAGR
- Excess 1Y
- -1.2%
- Category median, same plan and option
- 3Y win rate
- +60%
- Windows beating the median
- 3Y percentile
- 75
- Vs comparable share classes
- SIP 3Y XIRR
- +1.5%
- Simulated monthly SIP
- Worst rolling 3Y
- +0.6%
- 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
- -32.6%
- Worst peak-to-trough
- Current
- -8.8%
- Below last peak
- Current spell
- 300 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 164 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
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
75
Vs category
43
Consistency
53
Risk-adjusted
52
Drawdown
19
Mean
48
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
- The fund beat the category median in 60% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 62 holdings · top 10 are 46.8%.
- Top 5
- 30.3%
- Top 10
- 46.8%
- Largest holding
- 8.4%
- Effective holdings
- 30.2
ICICI Bank Ltd
Financial
8.4%
HDFC Bank Ltd
Financial
8.3%
Bharti Airtel Ltd
Technology
4.8%
Reliance Industries Ltd
Energy & Utilities
4.8%
Larsen & Toubro Ltd
Industrials
4.1%
What changed
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- -6.6%
- 3Y
- +12.9%
- Vol
- 12.6%
- Max DD
- -15.2%
- Sharpe
- 0.45
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Invesco India Large Cap Fund
Invesco Mutual Fund
- 1Y
- -3.8%
- 3Y
- +13.6%
- Vol
- 15.6%
- Max DD
- -36.9%
- Sharpe
- 0.58
- 3Y win
- +73%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
Axis Large Cap Fund
Axis Mutual Fund
- 1Y
- -7.4%
- 3Y
- +8.9%
- Vol
- 14.6%
- Max DD
- -30.1%
- Sharpe
- 0.53
- 3Y win
- +44%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
JM Large Cap Fund
JM Financial Mutual Fund
- 1Y
- -7.1%
- 3Y
- +10.1%
- Vol
- 13.5%
- Max DD
- -19.8%
- Sharpe
- 0.47
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Samco Large Cap Fund
Samco Mutual Fund
- 1Y
- -9.6%
- 3Y
- n/a
- Vol
- 10.7%
- Max DD
- -16.5%
- Sharpe
- -1.23
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns