Should I invest in CANARA ROBECO LARGE CAP FUND?

We don't give personal investment advice. CANARA ROBECO LARGE CAP FUND - DIRECT 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: 21.6%. 5-year CAGR: 7.63%.

Canara Robeco

CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment)

Latest NAV

₹49.9100

As of

3 Jun 2026

3,299 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	+0.38%	+0.08%	+0.30	10 / 42	Q1
1W	-1.92%	-1.84%	-0.08	23 / 42	Q3
2W	-0.87%	-0.38%	-0.49	37 / 42	Q4
1M	-2.42%	-1.90%	-0.51	34 / 42	Q4
3M	-4.85%	-4.54%	-0.30	26 / 42	Q3
6M	-8.81%	-9.19%	+0.37	23 / 41	Q3
YTD	-8.76%	-9.42%	+0.65	22 / 41	Q3
1Y	-8.91%	-4.83%	-4.08	28 / 41	Q3
2Y	-2.44%	-1.82%	-0.63	27 / 40	Q3
3Y	+8.17%	+8.46%	-0.29	24 / 39	Q3
4Y	+9.42%	+8.78%	+0.64	18 / 36	Q2
5Y	+7.63%	+7.38%	+0.25	19 / 35	Q3
7Y	+10.46%	+8.68%	+1.78	14 / 31	Q2
10Y	+10.95%	+7.59%	+3.35	7 / 26	Q2
Inception	+11.15%	+7.86%	+3.29	10 / 42	Q1

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	-8.76%	-9.83%	+1.06	21 / 40
2025	+2.77%	+4.07%	-1.30	29 / 40
2024	+13.42%	+12.49%	+0.93	18 / 38
2023	+23.18%	+21.78%	+1.40	14 / 38
2022	+1.26%	+0.13%	+1.13	18 / 35
2021	+21.42%	+22.09%	-0.67	21 / 34
2020	+24.47%	+11.78%	+12.70	1 / 31
2019	+8.08%	+7.69%	+0.39	16 / 31
2018	-2.99%	-4.62%	+1.63	14 / 31
2017	+30.95%	+20.09%	+10.86	3 / 27
2016	+2.07%	-0.13%	+2.19	10 / 25

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

+14.26%

152 windows

min -22.6% · max 72.7%

78% positive

3-Year rolling

+12.61%

127 windows

min -3.5% · max 24.2%

98% positive

5-Year rolling

+12.63%

103 windows

min 0.0% · max 20.7%

100% positive

7-Year rolling

+12.19%

79 windows

min 7.5% · max 14.7%

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

12.79%

3-year · annualised

Sharpe ratio

0.17

vs risk-free 6.5%

Sortino ratio

0.25

Downside-only deviation

Max drawdown

-21.59%

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 Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - IDCW Option - Direct Plan	HDFC	₹58.9490	3 Jun 2026
NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹38.6669	3 Jun 2026
SBI Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹65.4721	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - IDCW	ICICI Prudential	₹58.3500	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹33.2800	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-IDCW	Bandhan	₹27.1200	3 Jun 2026
quant Large Cap Fund - IDCW Option - Direct Plan	Quant	₹16.2966	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹88.5700	3 Jun 2026
Motilal Oswal Large Cap Direct Plan IDCW	Motilal Oswal	₹12.1057	3 Jun 2026
Franklin India Large Cap Fund - Direct - IDCW	Franklin India	₹47.3825	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹49.9100
2 Jun 2026	₹50.0700
1 Jun 2026	₹49.8800
29 May 2026	₹50.3700
27 May 2026	₹51.1300
26 May 2026	₹51.0500
25 May 2026	₹51.3000
22 May 2026	₹50.6900
21 May 2026	₹50.5200
20 May 2026	₹50.5700

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 LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) is ₹49.9100. It's a Large Cap Fund from Canara Robeco, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. 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 LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) is managed by Canara Robeco. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) has delivered a absolute return of -8.91% — -4.08 pp behind the Large Cap Fund category average of -4.83%. The fund ranks #28 of 41 in its category — the third (Q3) quartile.

Over the trailing 3-year window, CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 8.17% — -0.29 pp behind the Large Cap Fund category average of 8.46%. The fund ranks #24 of 39 in its category — the third (Q3) quartile.

Over the trailing 5-year window, CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 7.63% — +0.25 pp ahead of the Large Cap Fund category average of 7.38%. The fund ranks #19 of 35 in its category — the third (Q3) quartile.

₹1 lakh invested in CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) exactly 10 years ago would be worth approximately ₹282,561 today — a multiplier of 2.83×, based on the 10-year CAGR of 10.95%. The category average over the same window would have grown ₹1 lakh to ₹207,880.

A ₹10,000 monthly SIP in CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹682,777 today. That's an XIRR (money-weighted annualised return) of 5.11%.

A ₹10,000 monthly SIP for 10 years in CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹1,985,025 (multiplier 1.65×). XIRR: 9.72%. 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 CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) ranks #19 out of 35 funds in the Large Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 7.38%; this fund delivered 7.63%.

The worst peak-to-trough decline CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) has experienced over the last 5-year window is 21.59% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. 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 CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) averaged 12.63% (best 20.69%, worst 0.03%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.15 — weak risk-adjusted performance.

In calendar year 2025, CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) returned 2.77% — lagging the Large Cap Fund category average of 4.07% by 1.30 pp. It ranked #29 of 40 in its category that year.

CANARA ROBECO LARGE CAP FUND - DIRECT 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 CAP FUND - DIRECT 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: 21.6%. 5-year CAGR: 7.63%.

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