ReviewDirect · Growth
Canara Robeco Medium To Long Term Fund
Canara Robeco Mutual FundIncome/Debt Oriented Schemes - Medium to Long Term Fund13.7 years
- NAV
- 64.5871
- 16 Sept 2026
- 1Y
- +3.6%
- Trailing CAGR
- AUM
- ₹111.18 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.9% 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+3.6%
- 3Y+6.2%
- 5Y+5.3%
- 10Y+6.6%
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.5%
- 3Y+5.1%
- 5Y+5.7%
- 10Y+6.2%
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- -1.5%
- Category median, same plan and option
- 3Y win rate
- +38%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +3.7%
- 2589 daily-ending windows
- Median rolling 3Y
- +7.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2106 daily-ending windows
- SIP 3Y XIRR
- +5.1%
- 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
- 8 days
- 263 recovered episodes
- Longest recovery
- 154 days
- Trough to prior peak
- Current spell
- 33 days
- Days below latest peak
- Time below peak
- +74%
- NAV observations
28 May 2013 – 20 Jan 2014
Trough 19 Aug 2013 · recovered in 154 days
-5.5%
9 Mar 2020 – 20 Apr 2020
Trough 19 Mar 2020 · recovered in 32 days
-3.1%
24 Nov 2016 – 30 May 2017
Trough 27 Dec 2016 · recovered in 154 days
-2.9%
21 Oct 2015 – 17 Mar 2016
Trough 25 Feb 2016 · recovered in 21 days
-2.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
41
Consistency
40
Risk-adjusted
63
Drawdown
86
Mean
46
Portfolio
31 Aug 2026 · 12 holdings · top 10 are 101.2%.
- Top 5
- 80.0%
- Top 10
- 101.2%
- Largest holding
- 31.4%
- Effective holdings
- 5.9
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
31.4%
4.45% Government of India (30/10/2034)
Entities
13.9%
Repo
Unspecified
13.5%
GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100
Entities
12.3%
STATE DEVELOPMENT LOAN 30104 KER 03MR28 7.02 FV RS 100
Unspecified
9.0%
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.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Medium to Long Term Fund
Franklin Templeton Mutual Fund
- 1Y
- +4.9%
- 3Y
- n/a
- Vol
- 1.9%
- Max DD
- -1.7%
- Sharpe
- 0.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Bandhan Medium to Long Term Fund
Bandhan Mutual Fund
- 1Y
- +5.8%
- 3Y
- +6.5%
- Vol
- 3.6%
- Max DD
- -6.9%
- Sharpe
- 0.66
- 3Y win
- +55%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Medium to Long Term Fund
ICICI Prudential Mutual Fund
- 1Y
- +4.7%
- 3Y
- +7.0%
- Vol
- 3.1%
- Max DD
- -10.2%
- Sharpe
- 0.85
- 3Y win
- +89%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Kotak Medium to Long Term Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.8%
- 3Y
- +7.0%
- Vol
- 3.6%
- Max DD
- -9.9%
- Sharpe
- 0.66
- 3Y win
- +66%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Nippon India Medium to Long Term Fund
Nippon India Mutual Fund
- 1Y
- +4.7%
- 3Y
- +6.6%
- Vol
- 3.6%
- Max DD
- -9.9%
- Sharpe
- 0.71
- 3Y win
- +86%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown