MonitorDirect · Growth
Canara Robeco Small Cap Fund
Canara Robeco Mutual FundEquity Schemes - Small Cap Fund7.6 years
- NAV
- 44.97
- 16 Sept 2026
- 1Y
- +3.4%
- Trailing CAGR
- AUM
- ₹14,661.14 Cr
- 31 Aug 2026
- Volatility
- High
- 17.6% 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+3.4%
- 3Y+11.8%
- 5Y+14.4%
- 10Yn/a
- SI+21.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.1%
- 3Y+7.5%
- 5Y+12.6%
- 10Yn/a
- Since inception
- +21.9%
- Calendar-day CAGR
- Excess 1Y
- -8.0%
- Category median, same plan and option
- 3Y win rate
- +63%
- Windows beating the median
- 3Y percentile
- 20
- Vs comparable share classes
- Worst rolling 3Y
- +11.1%
- 1125 daily-ending windows
- Median rolling 3Y
- +29.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 635 daily-ending windows
- SIP 3Y XIRR
- +7.5%
- 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
- 16 days
- 88 recovered episodes
- Longest recovery
- 526 days
- Trough to prior peak
- Current spell
- 16 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
20 Feb 2020 – 19 Aug 2020
Trough 23 Mar 2020 · recovered in 149 days
-36.2%
23 Sept 2024 – 11 Aug 2026
Trough 3 Mar 2025 · recovered in 526 days
-23.6%
15 Apr 2019 – 24 Jan 2020
Trough 23 Aug 2019 · recovered in 154 days
-18.7%
11 Apr 2022 – 2 Sept 2022
Trough 20 Jun 2022 · recovered in 74 days
-16.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
20
Vs category
0
Consistency
54
Risk-adjusted
72
Drawdown
10
Mean
31
Portfolio
31 Aug 2026 · 92 holdings · top 10 are 25.1%.
- Top 5
- 13.8%
- Top 10
- 25.1%
- Largest holding
- 3.8%
- Effective holdings
- 65.9
Repo
Unspecified
3.8%
Multi Commodity Exchange Of India Ltd
Financial
2.7%
TBO Tek Ltd.
Consumer Discretionary
2.5%
RBL Bank Ltd
Financial
2.4%
Gland Pharma Ltd
Healthcare
2.4%
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
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.
- 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 63% 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.
Axis Small Cap Fund
Axis Mutual Fund
- 1Y
- +11.4%
- 3Y
- +15.2%
- Vol
- 14.7%
- Max DD
- -34.6%
- Sharpe
- 1.14
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mahindra Manulife Small Cap Fund
Mahindra Manulife Mutual Fund
- 1Y
- +15.3%
- 3Y
- +19.7%
- Vol
- 17.0%
- Max DD
- -26.0%
- Sharpe
- 1.15
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Small Cap Fund
Mirae Asset Mutual Fund
- 1Y
- +8.7%
- 3Y
- n/a
- Vol
- 15.5%
- Max DD
- -15.1%
- Sharpe
- 0.71
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HSBC Small Cap Fund
HSBC Mutual Fund
- 1Y
- +10.0%
- 3Y
- +13.7%
- Vol
- 17.2%
- Max DD
- -27.2%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
UTI Small Cap Fund
UTI Mutual Fund
- 1Y
- +4.3%
- 3Y
- +13.1%
- Vol
- 15.6%
- Max DD
- -22.3%
- Sharpe
- 0.97
- 3Y win
- +34%
- Lower volatility
- Shallower drawdown
- Higher trailing returns