Should I invest in CANARA ROBECO LARGE CAP FUND?

We don't give personal investment advice. CANARA ROBECO LARGE 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: 25.3%. 5-year CAGR: 5.11%.

Canara Robeco

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

Latest NAV

₹27.1000

As of

3 Jun 2026

3,883 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	+0.37%	-0.05%	+0.41	6 / 22	Q2
1W	-1.95%	-1.96%	+0.02	10 / 22	Q2
2W	-0.91%	-0.32%	-0.60	21 / 22	Q4
1M	-2.47%	-1.89%	-0.58	20 / 22	Q4
3M	-5.13%	-4.13%	-1.00	16 / 22	Q3
6M	-9.34%	-8.65%	-0.68	16 / 21	Q4
YTD	-9.19%	-9.15%	-0.04	16 / 21	Q4
1Y	-9.94%	-4.65%	-5.29	15 / 21	Q3
2Y	-3.57%	-3.08%	-0.49	14 / 20	Q3
3Y	+6.90%	+8.51%	-1.61	14 / 19	Q3
4Y	+8.09%	+8.40%	-0.31	12 / 17	Q3
5Y	+5.11%	+7.10%	-1.98	12 / 16	Q3
7Y	+6.85%	+8.68%	-1.83	10 / 12	Q4
10Y	+6.24%	+3.65%	+2.59	1 / 7	Q1
Inception	+6.53%	+5.45%	+1.08	12 / 22	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	-9.19%	-9.15%	-0.04	16 / 21
2025	+1.59%	+2.57%	-0.98	16 / 21
2024	+12.11%	+12.08%	+0.02	14 / 19
2023	+21.65%	+21.87%	-0.22	11 / 19
2022	-0.28%	+0.17%	-0.45	10 / 16
2021	+13.46%	+20.20%	-6.73	14 / 15
2020	+13.05%	+11.30%	+1.75	5 / 12
2019	+6.25%	+2.29%	+3.96	7 / 11
2018	-3.93%	-10.67%	+6.73	4 / 11
2017	+19.90%	+8.30%	+11.60	3 / 7
2016	-7.72%	-8.86%	+1.14	4 / 7

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

+8.33%

181 windows

min -24.3% · max 56.8%

69% positive

3-Year rolling

+7.92%

156 windows

min -7.2% · max 19.6%

92% positive

5-Year rolling

+7.04%

132 windows

min -5.9% · max 15.9%

95% positive

7-Year rolling

+6.55%

108 windows

min 1.6% · max 10.2%

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

12.78%

3-year · annualised

Sharpe ratio

0.08

vs risk-free 6.5%

Sortino ratio

0.11

Downside-only deviation

Max drawdown

-22.95%

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
quant Large Cap Fund - IDCW Option - Regular Plan	Quant	₹15.2004	3 Jun 2026
Motilal Oswal Large Cap Regular Plan IDCW	Motilal Oswal	₹11.6138	3 Jun 2026
Parag Parikh Large Cap Fund - Regular Plan - IDCW	Parag Parikh	₹9.2914	3 Jun 2026
BARODA BNP PARIBAS LARGE CAP Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹20.7497	3 Jun 2026
Axis Large Cap Fund - Regular Plan - IDCW	Axis	₹16.5300	3 Jun 2026
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - IDCW	Bajaj Finserv	₹9.6430	3 Jun 2026
BANK OF INDIA Large Cap Fund Regular Plan IDCW	Bank of India	₹16.0800	3 Jun 2026
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹23.2200	3 Jun 2026
ITI Large Cap Fund - Regular Plan - IDCW Option	ITI	₹15.5234	3 Jun 2026
JM Large Cap Fund (Regular) - Annual IDCW		₹29.1896	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹27.1000
2 Jun 2026	₹27.1900
1 Jun 2026	₹27.0900
29 May 2026	₹27.3500
27 May 2026	₹27.7700
26 May 2026	₹27.7300
25 May 2026	₹27.8600
22 May 2026	₹27.5300
21 May 2026	₹27.4400
20 May 2026	₹27.4700

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 - REGULAR PLAN - IDCW (Payout/Reinvestment) is ₹27.1000. It's a Large Cap Fund from Canara Robeco, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has NAV history starting from 23 Aug 2010, a track record of about 15 years 9 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 CAP FUND - REGULAR 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 - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a absolute return of -9.94% — -5.29 pp behind the Large Cap Fund category average of -4.65%. The fund ranks #15 of 21 in its category — the third (Q3) quartile.

Over the trailing 3-year window, CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 6.90% — -1.61 pp behind the Large Cap Fund category average of 8.51%. The fund ranks #14 of 19 in its category — the third (Q3) quartile.

Over the trailing 5-year window, CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 5.11% — -1.98 pp behind the Large Cap Fund category average of 7.10%. The fund ranks #12 of 16 in its category — the third (Q3) quartile.

₹1 lakh invested in CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) exactly 10 years ago would be worth approximately ₹183,098 today — a multiplier of 1.83×, based on the 10-year CAGR of 6.24%. The category average over the same window would have grown ₹1 lakh to ₹143,082.

A ₹10,000 monthly SIP in CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹656,238 today. That's an XIRR (money-weighted annualised return) of 3.54%.

A ₹10,000 monthly SIP for 10 years in CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹1,653,583 (multiplier 1.38×). XIRR: 6.24%. 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 - REGULAR PLAN - IDCW (Payout/Reinvestment) ranks #12 out of 16 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 7.10%; this fund delivered 5.11%.

The worst peak-to-trough decline CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has experienced over the last 5-year window is 25.32% — its NAV fell from a high on 18 Oct 2021 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 LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) averaged 7.04% (best 15.86%, worst -5.95%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is -0.02 — negative risk-adjusted performance.

In calendar year 2025, CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) returned 1.59% — lagging the Large Cap Fund category average of 2.57% by 0.98 pp. It ranked #16 of 21 in its category that year.

CANARA ROBECO LARGE 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 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: 25.3%. 5-year CAGR: 5.11%.

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