Canara Robeco Focused Fund

March 25, 2026

RA Jainee

Canara Robeco Focused Fund

Fund at a Glance
NAV Growth (Rs.)	19.09
NAV Bonus (Rs.)	—
NAV IDCW (Rs.)	17.07
Min. Investment (Rs.)	5,000
Min. SIP Investment (Rs.)	1,000
Min. No of Cheques	6
Benchmark	BSE 500 TRI
AUM Rs.	2,823 Cr
	(As on 28-Feb-2026)
Expense	0.55%
1 Year Return (%)	-2.19
3 Year Return (%)	15.55
5 Year Return (%)	—
10 Year Return (%)	—
Return Since Launch	14.25%

⚖️ Sahifund Review – Canara Robeco Focused Fund ✔

PLUS: Stability, track record, cost efficiency
✓ Canara Robeco Focused Fund has delivered better 3-year returns than benchmark and category average, showing decent medium-term consistency.
✓ The fund’s expense ratio of 0.55% is quite attractive for a focused strategy and supports long-term compounding.
✓ With a 30-stock portfolio, it stays true to the focused style while still avoiding extreme over-concentration.
✓ The portfolio is tilted toward high-quality large-cap names, which can provide relative stability in volatile phases.
✓ Backed by the credibility of Canara Robeco Mutual Fund, it suits disciplined SIP-based investors.
✓ For investors wanting a less aggressive focused fund, this one offers a relatively balanced entry point.

MINUS: Large AUM, large-cap bias, momentum lag
⚖️ 1-year return of -2.19% shows only average recent performance and limited momentum appeal.
⚖️ Despite decent numbers, it still lags top peers like HDFC Flexi Cap, SBI Focused and HDFC Focused on alpha generation.
⚖️ The fund has a very heavy large-cap bias (85%+), which reduces upside potential in midcap-led bull runs.
⚖️ Top 10 holdings at 48.21% indicate moderate concentration, so stock selection risk remains meaningful.
⚖️ Portfolio valuation is on the richer side with higher P/E and P/B, which may cap near-term upside.
⚖️ This is more of a “quality-focused stability” fund than a high-return aggressive focused bet.

Sahifund View (Decisive Line):

A disciplined and relatively cost-efficient focused fund for stability seekers, but investors chasing category-leading returns may find sharper alternatives elsewhere.

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.

Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP

Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies.

Fund Manager:

1) Amit Kadam
Education: Mr. Kadam is a BE (Electronics), MMS (Finance)
Experience: Prior to joining Canara Robeco Asset Management Company Ltd he has worked with LIC Mutual Fund Asset Management Ltd, Sykes and Ray Equities (I) Ltd.
2) Shridatta Bhandwaldar
Education: Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
Experience: Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).

Investment Details

Min. Investment (Rs)	5,000
Min. Addl Investment (Rs)	1,000
Min. SIP Investment (Rs)	1,000
Min. Withdrawal (Rs)	1,000
Min. No of Cheques	6
Min. Balance (Rs)	—
Lock-in Period	NA
Exit Load	1% for redemption within 365 days

Basic Details of Canara Robeco Focused Fund

Fund House	Canara Robeco Mutual Fund
Launch Date	17-May-21
Return Since Launch	14.25%
Benchmark	BSE 500 TRI
Riskometer	Very High
Type	Open-ended
Assets	2,823 Cr
	(As on 28-Feb-2026)
Expense	0.55%
	(As on 28-Feb-2026)
Risk Grade	Below Average
Return Grade	Average
Turnover	36.00%