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EquityLarge & Mid Cap FundDirect · Growth

CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION

Canara Robeco · Scheme 118278

302.64 0.42%NAV · 2026-08-05
59
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
14.9%
Risk level
High
Min SIP
Benchmark
Nifty LargeMidcap 250 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+3.33%
3 Months+6.94%
6 Months+6.27%
1 Year+3.36%
3 Years (CAGR)+14.93%
5 Years (CAGR)+12.61%
10 Years (CAGR)+16.13%
Since Launch+19.20%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns47
Consistency71
Risk-adjusted55
Downside protection47
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +14.9%
  • 10Y CAGR: +16.1%
  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Alpha vs benchmark: +5.4%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -1.2% vs category avg
  • 5Y CAGR vs category: -1.9% vs category avg
  • Sortino ratio: 0.93

Risk metrics

Sharpe ratio
0.78
Sortino ratio
0.93
Volatility
16.43%
Max drawdown
-36.20%
Downside capture
92.50%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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