December 27, 2025
RA Jainee
Canara Robeco Large and Mid Cap Fund
| Fund at a Glance | |
| NAV Growth | Rs 292.57 |
| NAV Bonus | — |
| NAV IDCW | Rs 126.26 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 26,170 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.56% |
| 1 Year Return (%) | 1.36 |
| 3 Year Return (%) | 18.17 |
| 5 Year Return (%) | 17.73 |
| 10 Year Return (%) | 16.32 |
| Return Since Launch | 19.86% |
⚖️ Sahifund Review – Canara Robeco Large and Mid Cap Fund
PLUS: Stability | Track Record | Cost Efficiency
Canara Robeco Large and Mid Cap Fund stands out for its long and credible track record, delivering ~20% returns since launch with consistent participation across market cycles. The fund follows a balanced large–midcap approach, reducing extreme volatility while still capturing growth opportunities. Its reasonable expense ratio of 0.56% adds to cost efficiency for long-term investors. A well-diversified portfolio with over 100 stocks helps mitigate stock-specific risks, making it suitable as a steady core allocation. Experienced fund managers and a disciplined investment framework lend stability.
MINUS: Recent Performance Lag | High Valuation Tilt | Large AUM
Short-term performance has lagged peers and benchmark, especially over the last one year. The portfolio trades at higher P/E multiples, which can restrict upside during valuation corrections. With AUM above Rs. 26,000 crore, agility in fast-moving markets may be limited. In strong momentum phases, returns may trail more aggressive large–midcap peers.
Sahifund View (Decisive Line):
A steady, cost-efficient large & midcap fund best suited for long-term SIP investors who value consistency over short-term outperformance.
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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?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks.
Fund Manager:
1) Amit Nadekar
Education: Mr. Nadekar has done M.Com, CA and MMS(Finance).
Experience: Prior to joining Canara Robeco Mutual Fund, he has worked with LIC Mutual Fund, Alchemy Capital Management Pvt. Ltd., Raymond Limited, Apar Research and First Global Securities.
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 Large and Mid Cap Fund
| Fund House | Canara Robeco Mutual Fund |
| Launch Date | 02-Jan-13 |
| Return Since Launch | 19.86% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 26,170 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.56% |
| (As on 30-Nov-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 33.00% |
Trailing Returns (%) of Canara Robeco Large and Mid Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Canara Robeco Large and Mid Cap Dir | 1.00 | -0.21 | -0.60 | -1.93 | -0.46 | 1.36 | 18.17 | 17.73 | 17.74 | 16.32 |
| BSE Large Mid Cap TRI | 8.83 | -0.19 | 0.80 | 3.48 | 4.35 | 8.62 | 16.71 | 17.19 | 15.64 | 14.66 |
| Equity: Large & MidCap | 3.61 | -0.27 | 0.50 | 2.47 | 2.81 | 3.55 | 20.23 | 20.12 | 18.10 | 16.05 |
| Rank within category | 37 | 22 | 52 | 62 | 51 | 37 | 29 | 24 | 13 | 9 |
| Number of funds in category | 54 | 64 | 64 | 64 | 60 | 54 | 36 | 26 | 21 | 18 |
Peer Comparison of Canara Robeco Large and Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Canara Robeco Large and Mid Cap Dir | 3 star | 1.36 | 18.17 | 17.73 | 0.56 | 26,170 | 19.86 | 1.00 (365) | 12Y 11M | 33.00 |
| SBI Large & Midcap Dir | 4 star | 10.60 | 19.80 | 20.98 | 0.73 | 37,045 | 17.26 | 0.10 (30) | 12Y 11M | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 6.98 | 22.59 | 23.21 | 0.84 | 28,892 | 14.02 | 1.00 (365) | 12Y 11M | 3.47 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 13.98 | 23.04 | 24.30 | 0.77 | 26,939 | 16.87 | 1.00 (30) | 12Y 11M | 56.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | -2.49 | 27.94 | 25.03 | 0.69 | 15,146 | 23.46 | 1.00 (365) | 6Y 2M | 36.00 |
Portfolio Analysis of Canara Robeco Large and Mid Cap Fund
| No. of Stocks | 107 |
| Top 10 Stocks | 38.41% |
| Top 5 Stocks | 22.92% |
| Top 3 Sectors | 59.57% |
| Portfolio P/B Ratio | 6.25 |
| Portfolio P/E Ratio | 37.74 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,01,866 | 1,88,108 |
| Giant (%) | 27.70 | 48.68 |
| Large (%) | 34.05 | 29.22 |
| Mid (%) | 35.15 | 20.54 |
| Small (%) | 3.10 | 4.38 |
| Tiny (%) | — | 0.08 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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