CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 73% of historical 3-year rolling periods.
- Generated +1.7% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 1.75% is lower than category median (2.29%).
- Over 16 years of operational history across different market cycles.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +11.42% | +10.11% | +1.31% |
| 3 Months | +2.80% | +2.34% | +0.46% |
| 6 Months | +7.78% | +7.43% | +0.35% |
| 1 Year | +0.36% | +1.45% | -1.09% |
| 3 Years CAGR | +11.80% | +11.11% | +0.69% |
| 5 Years CAGR | +8.58% | +8.67% | -0.09% |
| 7 Years CAGR | +13.52% | +12.38% | +1.14% |
| 10 Years CAGR | +13.65% | +12.11% | +1.54% |
| Since Inception | +12.18% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in CANARA ROBECO LARGE CAP FUND compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -0.23% | +0.43% | -0.66% |
| 2025 | +7.34% | +7.29% | +0.05% |
| 2024 | +17.79% | +14.09% | +3.70% |
| 2023 | +22.22% | +23.37% | -1.15% |
| 2022 | +0.82% | +1.44% | -0.62% |
| 2021 | +24.54% | +25.31% | -0.77% |
| 2020 | +23.06% | +14.56% | +8.50% |
| 2019 | +15.68% | +12.01% | +3.67% |
| 2018 | +3.39% | -0.64% | +4.03% |
| 2017 | +31.37% | +30.38% | +0.99% |
| 2016 | +1.89% | +3.25% | -1.36% |
| 2015 | -0.47% | -0.48% | +0.01% |
| 2014 | +35.89% | +38.97% | -3.08% |
| 2013 | +5.03% | +6.63% | -1.60% |
| 2012 | +28.39% | +28.47% | -0.08% |
| 2011 | -12.76% | -22.55% | +9.79% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -20.55% | +13.37% | +11.14% | +83.51% | 81.2% | 52.2% |
| 3-Year Rolling | -0.60% | +13.97% | +14.35% | +27.95% | 100.0% | 73.3% |
| 5-Year Rolling | +1.44% | +13.74% | +13.66% | +25.12% | 100.0% | 88.6% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-19 | 2020-03-23 | -32.7% | 1 months | 7 months |
| 2015-03-03 | 2016-02-12 | -21.5% | 11 months | 7 months |
| 2021-10-18 | 2022-06-17 | -18.2% | 8 months | 12 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Large Cap equity and equity related instruments* - 80% to 100% Other Equity and equity related instruments - 0% to 20% Money Market Instruments, other liquid instruments, Gold ETFs, Silver ETFs and other permissible securities/instruments as may be approved by SEBI from time to time - 0% to 20% Units issued by InvITs - 0% to 10% *As defined by paragraph 3.9 of SEBI Master Circular for Mutual Funds dated March 20, 2026, and as amended from time to time (currently it defines Large Caps as those entities which are ranked from 1st to 100th entities based on their full market capitalization). | Per Scheme Mandate |
Investment Objective & Strategy
The Investment Objective of the fund is to provide capital appreciation by predominantly investing in entities having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 17,706 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| quant Large Cap Fund | 5.8 | +12.89% | 2.75% | 86.9% | Rs 3,998 cr | Compare → |
| BANK OF INDIA Large Cap Fund | 4.9 | +12.15% | 2.78% | 87.3% | Rs 244 cr | Compare → |
| BARODA BNP PARIBAS LARGE CAP Fund | 6.5 | +12.31% | 2.06% | 92.7% | Rs 2,690 cr | Compare → |
| Tata Large Cap Fund | 4.5 | +11.69% | 2.19% | 97.1% | Rs 2,805 cr | Compare → |
| DSP Large Cap Fund | 6.4 | +12.46% | 2.02% | 88.4% | Rs 7,459 cr | Compare → |
Frequently Asked Questions about CANARA ROBECO LARGE CAP FUND
What is the expense ratio of CANARA ROBECO LARGE CAP FUND?
CANARA ROBECO LARGE CAP FUND has a total expense ratio (TER) of 1.75% with a base expense ratio of 1.43%, compared to the Large Cap category median of 2.29%.
Who manages CANARA ROBECO LARGE CAP FUND?
CANARA ROBECO LARGE CAP FUND is managed by Shridatta Bhandwaldar (tenure: 10.4 years since 2016-07-05).
What are the historical returns of CANARA ROBECO LARGE CAP FUND?
CANARA ROBECO LARGE CAP FUND delivered a 3-year CAGR of 11.8% and a 5-year CAGR of 8.58%. Its 1-year return stands at +0.36%.
How large is CANARA ROBECO LARGE CAP FUND?
CANARA ROBECO LARGE CAP FUND manages assets of Rs 17,706 cr, placing it in the 'comfortable' size band relative to Large Cap peers.
How is CANARA ROBECO LARGE CAP FUND scored on MFIQ?
CANARA ROBECO LARGE CAP FUND holds an MFIQ Score of 5.9/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is CANARA ROBECO LARGE CAP FUND?
CANARA ROBECO LARGE CAP FUND has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.36% with a maximum historical drawdown of -32.66%.