Should I invest in CANARA ROBECO LARGE AND MID CAP FUND?

We don't give personal investment advice. CANARA ROBECO LARGE AND MID CAP 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: 26.0%. 5-year CAGR: 5.60%.

Canara Robeco

CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)

Latest NAV

₹81.9300

As of

24 Jul 2026

4,994 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	-0.24%	-0.17%	-0.08	19 / 34	Q3
1W	-1.03%	-1.58%	+0.55	5 / 34	Q1
2W	-0.98%	-1.78%	+0.80	2 / 34	Q1
1M	+0.56%	-0.60%	+1.17	2 / 34	Q1
3M	+3.49%	+2.72%	+0.76	10 / 32	Q2
6M	+5.66%	+3.11%	+2.56	7 / 32	Q1
YTD	-0.50%	-2.55%	+2.05	9 / 32	Q2
1Y	-8.01%	-1.22%	-6.78	30 / 32	Q4
2Y	-3.76%	-0.09%	-3.67	25 / 32	Q4
3Y	+6.59%	+12.08%	-5.49	26 / 32	Q4
4Y	+8.58%	+13.64%	-5.06	27 / 32	Q4
5Y	+5.60%	+11.55%	-5.95	30 / 32	Q4
7Y	+10.14%	+14.58%	-4.44	26 / 32	Q4
10Y	+8.24%	+11.20%	-2.96	26 / 32	Q4
Inception	+9.15%	+8.73%	+0.42	18 / 31	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	-0.50%	-2.55%	+2.05	9 / 32
2025	-5.87%	+2.91%	-8.78	32 / 32
2024	+20.37%	+19.92%	+0.46	12 / 32
2023	+17.44%	+27.73%	-10.28	30 / 32
2022	-2.62%	+2.49%	-5.11	27 / 32
2021	+24.69%	+32.49%	-7.79	31 / 32
2020	+17.17%	+13.97%	+3.20	9 / 32
2019	+1.95%	+4.84%	-2.89	24 / 32
2018	-14.41%	-10.87%	-3.54	21 / 32
2017	+42.43%	+31.34%	+11.09	4 / 32
2016	-5.08%	+2.52%	-7.60	29 / 32

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

+14.57%

236 windows

min -65.9% · max 168.2%

65% positive

3-Year rolling

+12.75%

211 windows

min -22.5% · max 49.4%

88% positive

5-Year rolling

+12.88%

187 windows

min -0.9% · max 31.2%

99% positive

7-Year rolling

+12.80%

163 windows

min 2.2% · max 31.0%

100% positive

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

13.91%

3-year · annualised

Sharpe ratio

0.07

vs risk-free 6.5%

Sortino ratio

0.10

Downside-only deviation

Max drawdown

-25.66%

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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹340.3490	24 Jul 2026
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹290.0170	24 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Growth	ICICI Prudential	₹1,021.4400	24 Jul 2026
Franklin India Large & Mid Cap Fund - Growth Plan	Franklin Templeton	₹187.6270	24 Jul 2026
Kotak Large & Midcap Fund - Growth-Regular	Kotak Mahindra	₹347.8510	24 Jul 2026
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹252.2700	24 Jul 2026
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	UTI	₹182.4704	24 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Birla Sun Life	₹925.2300	24 Jul 2026
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	IDFC	₹137.6310	24 Jul 2026
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	Bharti AXA	₹101.2500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹81.9300
23 Jul 2026	₹82.1300
22 Jul 2026	₹82.6300
21 Jul 2026	₹83.1800
20 Jul 2026	₹83.0200
17 Jul 2026	₹82.7800
16 Jul 2026	₹82.4500
15 Jul 2026	₹82.7200
14 Jul 2026	₹82.2600
13 Jul 2026	₹82.7200

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 24 Jul 2026, the NAV of CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) is ₹81.9300. It's a Large & Mid Cap Fund from Canara Robeco, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) is managed by Canara Robeco. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a absolute return of -8.01% — -6.78 pp behind the Large & Mid Cap Fund category average of -1.22%. The fund ranks #30 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 6.59% — -5.49 pp behind the Large & Mid Cap Fund category average of 12.08%. The fund ranks #26 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 5.60% — -5.95 pp behind the Large & Mid Cap Fund category average of 11.55%. The fund ranks #30 of 32 in its category — the bottom (Q4) quartile.

₹1 lakh invested in CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) exactly 10 years ago would be worth approximately ₹220,716 today — a multiplier of 2.21×, based on the 10-year CAGR of 8.24%. The category average over the same window would have grown ₹1 lakh to ₹289,063.

A ₹10,000 monthly SIP in CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹689,500 today. That's an XIRR (money-weighted annualised return) of 5.50%.

A ₹10,000 monthly SIP for 10 years in CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹1,820,288 (multiplier 1.52×). XIRR: 8.08%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) ranks #30 out of 32 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.55%; this fund delivered 5.60%.

The worst peak-to-trough decline CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has experienced over the last 5-year window is 26.02% — its NAV fell from a high on 18 Oct 2021 to a low on 20 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 LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) averaged 12.88% (best 31.22%, worst -0.90%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.00 — weak risk-adjusted performance.

In calendar year 2025, CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) returned -5.87% — lagging the Large & Mid Cap Fund category average of 2.91% by 8.78 pp. It ranked #32 of 32 in its category that year.

CANARA ROBECO LARGE AND MID CAP 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 LARGE AND MID CAP 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: 26.0%. 5-year CAGR: 5.60%.

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