December 29, 2025
RA Jainee
Canara Robeco Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 75.15 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 54.78 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 100 TRI |
| AUM Rs. | 17,527 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.46% |
| 1 Year Return (%) | 7.96 |
| 3 Year Return (%) | 17.07 |
| 5 Year Return (%) | 16.04 |
| 10 Year Return (%) | 15.85 |
| Return Since Launch | 15.09% |
⚖️ Sahifund Review — Canara Robeco Large Cap Fund ✓
PLUS: Stability, track record, cost efficiency
Canara Robeco Large Cap Fund stands out as a steady, low-volatility large-cap performer with a track record of more than a decade. The fund has delivered consistent 5–10 year CAGR of ~15–16%, aligning well with long-term wealth creation expectations from large caps. A key strength is its low expense ratio of 0.46%, which significantly improves compounding over time. The portfolio is anchored in giant and frontline companies, offering downside protection during market corrections and making it suitable for conservative equity investors.
MINUS: Large AUM, large-cap bias, momentum lag
With assets of over Rs. 17,500 Cr, return outperformance can be incremental rather than aggressive. High top-10 stock concentration (~49%) limits alpha generation during sharp bull phases. Short-term returns tend to closely track the benchmark, leading to momentum lag versus aggressive large-cap peers in trending markets.
Decisive Line (Sahifund View):
An ideal core large-cap SIP fund for conservative investors seeking stability, low costs, and predictable long-term compounding rather than high-octane returns.
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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 of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.
Fund Manager:
1) 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).
2) Vishal Mishra
Education: Mr. Mishra is a B. Com, A.C.A.
Experience: Presently he is associated with Canara Robeco Mutual Fund. His previous assignment was with Daiwa Asset Mgt (India) Pvt. Ltd, Collins Stewart India Pvt. Ltd. as Asst. Vice President Research. He was also been associated with IL&FS Investment Ltd, Crisil Ltd and Quantum Information Services Ltd.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| 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 Cap Fund
| Fund House | Canara Robeco Mutual Fund |
| Launch Date | 02-Jan-13 |
| Return Since Launch | 15.09% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 17,527 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.46% |
| (As on 30-Nov-2025) | |
| Risk Grade | Low |
| Return Grade | Average |
| Turnover | 14.00% |
Trailing Returns (%) of Canara Robeco Large Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Canara Robeco Large Cap Dir | 8.39 | -0.33 | -0.78 | 4.51 | 1.47 | 7.96 | 17.07 | 16.04 | 17.35 | 15.85 |
| BSE 100 TRI | 10.05 | -0.36 | -0.65 | 5.72 | 2.60 | 9.55 | 15.61 | 15.92 | 15.28 | 14.49 |
| Equity: Large Cap | 8.55 | -0.29 | -0.54 | 4.80 | 2.32 | 7.90 | 16.25 | 15.91 | 15.02 | 13.85 |
| Rank within category | 65 | 57 | 105 | 82 | 83 | 64 | 35 | 26 | 3 | 2 |
| Number of funds in category | 99 | 120 | 120 | 116 | 110 | 97 | 84 | 58 | 48 | 42 |
Peer Comparison of Canara Robeco Large 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 Cap Dir | 4 star | 7.96 | 17.07 | 16.04 | 0.46 | 17,527 | 15.09 | 1.00 (365) | 12Y 11M | 14.00 |
| ICICI Pru Large Cap Dir | 5 star | 10.79 | 19.03 | 18.98 | 0.84 | 78,160 | 15.88 | 1.00 (365) | 12Y 11M | 13.00 |
| SBI Large Cap Dir | 4 star | 9.31 | 15.54 | 15.95 | 0.79 | 55,637 | 15.26 | 0.25 (30) | 12Y 11M | 29.00 |
| Nippon India Large Cap Dir | 5 star | 9.15 | 20.66 | 21.46 | 0.66 | 50,312 | 16.34 | 1.00 (7) | 12Y 11M | 28.00 |
| HDFC Large Cap Dir | 5 star | 7.91 | 16.81 | 18.27 | 0.96 | 40,618 | 14.13 | 1.00 (365) | 12Y 11M | 26.18 |
Portfolio Analysis of Canara Robeco Large Cap Fund
| No. of Stocks | 58 |
| Top 10 Stocks | 49.03% |
| Top 5 Stocks | 31.89% |
| Top 3 Sectors | 60.05% |
| Portfolio P/B Ratio | 4.16 |
| Portfolio P/E Ratio | 26.64 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 4,55,725 | 4,45,330 |
| Giant (%) | 80.35 | 78.22 |
| Large (%) | 17.70 | 20.84 |
| Mid (%) | 1.95 | 5.71 |
| Small (%) | — | 2.06 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefullyv
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