Should I invest in Canara Robeco Focused Fund?

We don't give personal investment advice. Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.7%. 5-year CAGR: 9.72%.

Canara Robeco

Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment)

Latest NAV

₹16.5400

As of

3 Jun 2026

1,243 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.30%	+0.20%	+0.11	6 / 19	Q2
1W	-2.13%	-1.80%	-0.33	13 / 19	Q3
2W	-1.02%	0.00%	-1.02	16 / 19	Q4
1M	-2.76%	-0.51%	-2.24	19 / 19	Q4
3M	-5.10%	-2.30%	-2.80	16 / 19	Q4
6M	-9.65%	-7.29%	-2.36	13 / 19	Q3
YTD	-9.35%	-7.45%	-1.91	13 / 19	Q3
1Y	-8.91%	-4.23%	-4.67	15 / 19	Q4
2Y	+0.15%	-0.82%	+0.98	11 / 19	Q3
3Y	+8.42%	+8.46%	-0.04	11 / 18	Q3
4Y	+10.29%	+8.20%	+2.09	8 / 15	Q3
5Y	+9.72%	+6.81%	+2.91	6 / 13	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.23%	+9.90%	+0.32	13 / 19	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-9.35%	-7.45%	-1.91	13 / 19
2025	+0.50%	-0.22%	+0.71	10 / 19
2024	+22.61%	+15.57%	+7.04	4 / 18
2023	+16.63%	+21.71%	-5.09	13 / 16
2022	+1.62%	-4.34%	+5.96	4 / 14
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.42%

50 windows

min -8.9% · max 37.5%

86% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+13.75%

26 windows

min 8.4% · max 18.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+9.72%

1 window

min 9.7% · max 9.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.10%

3-year · annualised

Sharpe ratio

0.19

vs risk-free 6.5%

Sortino ratio

0.27

Downside-only deviation

Max drawdown

-18.56%

Sep 2024 → Mar 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹18.8000	3 Jun 2026
Motilal Oswal Focused Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹19.2160	3 Jun 2026
Mirae Asset Focused Fund Regular IDCW	Mirae Asset	₹21.2930	3 Jun 2026
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	Kotak	₹25.6600	3 Jun 2026
Edelweiss Focused Fund - Regular Plan - IDCW	Edelweiss	₹15.8590	3 Jun 2026
DSP Focused Fund - Regular Plan - IDCW	DSP	₹19.0370	3 Jun 2026
HSBC Focused Fund - Regular IDCW	HSBC	₹17.7033	3 Jun 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹13.3963	3 Jun 2026
UTI Focused Fund - Regular Plan - IDCW Payout Option	UTI	₹14.4988	3 Jun 2026
Axis Focused Fund - Regular Plan - IDCW	Axis	₹16.6800	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.5400
2 Jun 2026	₹16.5700
1 Jun 2026	₹16.5200
29 May 2026	₹16.6700
27 May 2026	₹16.9300
26 May 2026	₹16.9300
25 May 2026	₹17.0100
22 May 2026	₹16.8600
21 May 2026	₹16.8000
20 May 2026	₹16.7800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) is ₹16.5400. It's a Focused Fund from Canara Robeco, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) has NAV history starting from 18 May 2021, a track record of about 5 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) is managed by Canara Robeco. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) has delivered a absolute return of -8.91% — -4.67 pp behind the Focused Fund category average of -4.23%. The fund ranks #15 of 19 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) has delivered a CAGR of 8.42% — -0.04 pp behind the Focused Fund category average of 8.46%. The fund ranks #11 of 18 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) has delivered a CAGR of 9.72% — +2.91 pp ahead of the Focused Fund category average of 6.81%. The fund ranks #6 of 13 in its category — the second (Q2) quartile.

₹1 lakh invested in Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) exactly 5 years ago would be worth approximately ₹159,021 today — a multiplier of 1.59×, based on the 5-year CAGR of 9.72%. The category average over the same window would have grown ₹1 lakh to ₹139,036.

A ₹10,000 monthly SIP in Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹700,964 today. That's an XIRR (money-weighted annualised return) of 6.15%.

Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹700,964 — XIRR 6.15%.

On a 5-year basis, Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) ranks #6 out of 13 funds in the Focused Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.81%; this fund delivered 9.72%.

The worst peak-to-trough decline Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) has experienced over the last 5-year window is 18.74% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) averaged 9.72% (best 9.72%, worst 9.72%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.29 — weak risk-adjusted performance.

In calendar year 2025, Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) returned 0.50% — beating the Focused Fund category average of -0.22% by 0.71 pp. It ranked #10 of 19 in its category that year.

Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.7%. 5-year CAGR: 9.72%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.