ReviewDirect · Growth
Canara Robeco Mid Cap Fund
Canara Robeco Mutual FundEquity Schemes - Mid Cap Fund3.8 years
The Scheme seeks to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies.
- NAV
- 18.88
- 16 Sept 2026
- 1Y
- +2.6%
- Trailing CAGR
- AUM
- ₹5,231.03 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.9% 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+2.6%
- 3Y+16.2%
- 5Yn/a
- 10Yn/a
- SI+18.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.9%
- 3Y+10.5%
- 5Yn/a
- 10Yn/a
- Since inception
- +18.3%
- Calendar-day CAGR
- Excess 1Y
- -8.3%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 11
- Vs comparable share classes
- Worst rolling 3Y
- +16.2%
- 191 daily-ending windows
- Median rolling 3Y
- +20.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +10.5%
- 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
- 9 days
- 58 recovered episodes
- Longest recovery
- 173 days
- Trough to prior peak
- Current spell
- 22 days
- Days below latest peak
- Time below peak
- +82%
- NAV observations
24 Sept 2024 – 20 Aug 2025
Trough 28 Feb 2025 · recovered in 173 days
-21.2%
18 Sept 2025 – 6 May 2026
Trough 23 Mar 2026 · recovered in 44 days
-13.8%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-6.6%
14 Dec 2022 – 28 Apr 2023
Trough 28 Mar 2023 · recovered in 31 days
-5.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
11
Vs category
0
Consistency
12
Risk-adjusted
69
Drawdown
47
Mean
28
Portfolio
31 Aug 2026 · 61 holdings · top 10 are 28.4%.
- Top 5
- 16.1%
- Top 10
- 28.4%
- Largest holding
- 4.8%
- Effective holdings
- 50.2
Repo
Unspecified
4.8%
Multi Commodity Exchange Of India Ltd
Financial
3.1%
Lenskart Solutions Ltd.
Consumer Discretionary
2.8%
Bharat Heavy Electricals Ltd
Industrials
2.7%
Coforge Ltd
Technology
2.7%
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.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- 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 Mid Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.9%
- 3Y
- +21.0%
- Vol
- 14.7%
- Max DD
- -19.3%
- Sharpe
- 1.14
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANDHAN MID CAP FUND
Bandhan Mutual Fund
- 1Y
- +7.3%
- 3Y
- +17.4%
- Vol
- 14.9%
- Max DD
- -22.7%
- Sharpe
- 0.88
- 3Y win
- +2%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Helios Mid Cap Fund
Helios Mutual Fund
- 1Y
- +10.7%
- 3Y
- n/a
- Vol
- 16.0%
- Max DD
- -16.7%
- Sharpe
- 1.12
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
HSBC Midcap Fund
HSBC Mutual Fund
- 1Y
- +21.5%
- 3Y
- +23.9%
- Vol
- 17.0%
- Max DD
- -26.0%
- Sharpe
- 1.13
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Mid Cap Fund
ICICI Prudential Mutual Fund
- 1Y
- +15.1%
- 3Y
- +20.5%
- Vol
- 17.0%
- Max DD
- -44.0%
- Sharpe
- 0.84
- 3Y win
- +15%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown