Should I invest in CANARA ROBECO SMALL CAP FUND?

We don't give personal investment advice. CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION 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: 24.0%. 5-year CAGR: 15.97%.

Canara Robeco

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION

Latest NAV

₹37.9000

As of

3 Jun 2026

1,792 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	+0.66%	+0.48%	+0.18	7 / 27	Q2
1W	-1.55%	-0.69%	-0.86	20 / 27	Q3
2W	-0.34%	+1.47%	-1.81	23 / 27	Q4
1M	-1.24%	+1.02%	-2.26	25 / 27	Q4
3M	+3.73%	+10.12%	-6.39	24 / 25	Q4
6M	-0.81%	+3.06%	-3.86	21 / 24	Q4
YTD	-0.99%	+3.98%	-4.97	22 / 24	Q4
1Y	-0.10%	+4.95%	-5.06	21 / 23	Q4
2Y	+2.03%	+6.32%	-4.29	17 / 20	Q4
3Y	+13.78%	+17.81%	-4.03	14 / 16	Q4
4Y	+13.48%	+17.92%	-4.44	12 / 13	Q4
5Y	+15.97%	+16.41%	-0.43	8 / 13	Q3
7Y	+20.42%	+20.78%	-0.36	5 / 9	Q3
10Y	—	—	—	—	—
Inception	+20.12%	+15.19%	+4.93	8 / 27	Q2

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	-0.99%	+3.98%	-4.97	22 / 24
2025	-4.97%	-5.58%	+0.61	11 / 21
2024	+22.86%	+28.55%	-5.69	17 / 19
2023	+31.36%	+39.81%	-8.46	13 / 15
2022	+6.79%	+0.62%	+6.17	3 / 13
2021	+69.18%	+57.64%	+11.54	2 / 12
2020	+41.38%	+32.44%	+8.94	2 / 9
2019	—	—	—	—

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

+27.65%

77 windows

min -31.7% · max 114.1%

78% positive

3-Year rolling

+27.26%

53 windows

min 10.2% · max 46.2%

100% positive

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

5-Year rolling

+28.21%

29 windows

min 16.0% · max 36.1%

100% positive

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

7-Year rolling

+19.88%

4 windows

min 18.4% · max 21.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

16.77%

3-year · annualised

Sharpe ratio

0.47

vs risk-free 6.5%

Sortino ratio

0.73

Downside-only deviation

Max drawdown

-23.99%

Sep 2024 → Mar 2025

% positive months

66.7%

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 Small Cap Fund

Scheme	Fund house	NAV	As of
SBI Small Cap Fund - Regular Plan - Growth	SBI	₹168.3911	3 Jun 2026
Invesco India Smallcap Fund - Regular Plan - Growth	Invesco	₹42.9700	3 Jun 2026
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH	Bandhan	₹47.7120	3 Jun 2026
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION	Quantum	₹12.8000	3 Jun 2026
Motilal Oswal Small Cap Fund - Regular - Growth	Motilal Oswal	₹15.0859	3 Jun 2026
Mirae Asset Small Cap Fund - Regular Plan - Growth	Mirae Asset	₹11.3500	3 Jun 2026
Edelweiss Small Cap Fund - Regular Plan - Growth	Edelweiss	₹43.9560	3 Jun 2026
DSP BlackRock Micro Cap Fund - Regular - Growth	DSP BlackRock	₹207.4660	3 Jun 2026
HSBC Small Cap Fund - Regular Growth	HSBC	₹81.8992	3 Jun 2026
Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth option	Baroda BNP Paribas	₹13.1378	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹37.9000
2 Jun 2026	₹38.0800
1 Jun 2026	₹37.8300
29 May 2026	₹38.2400
27 May 2026	₹38.7400
26 May 2026	₹38.6800
25 May 2026	₹38.6400
22 May 2026	₹38.2500
21 May 2026	₹38.3900
20 May 2026	₹38.1900

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 SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION is ₹37.9000. It's a Small Cap Fund from Canara Robeco, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION has NAV history starting from 19 Feb 2019, a track record of about 7 years 3 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 SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION is managed by Canara Robeco. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION has delivered a absolute return of -0.10% — -5.06 pp behind the Small Cap Fund category average of 4.95%. The fund ranks #21 of 23 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION has delivered a CAGR of 13.78% — -4.03 pp behind the Small Cap Fund category average of 17.81%. The fund ranks #14 of 16 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION has delivered a CAGR of 15.97% — -0.43 pp behind the Small Cap Fund category average of 16.41%. The fund ranks #8 of 13 in its category — the third (Q3) quartile.

₹1 lakh invested in CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION exactly 5 years ago would be worth approximately ₹209,807 today — a multiplier of 2.10×, based on the 5-year CAGR of 15.97%. The category average over the same window would have grown ₹1 lakh to ₹213,735.

A ₹10,000 monthly SIP in CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹789,505 today. That's an XIRR (money-weighted annualised return) of 10.91%.

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,662,459 — XIRR 19.15%.

On a 5-year basis, CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION ranks #8 out of 13 funds in the Small Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 16.41%; this fund delivered 15.97%.

The worst peak-to-trough decline CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION has experienced over the last 5-year window is 23.99% — its NAV fell from a high on 23 Sep 2024 to a low on 03 Mar 2025. 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 SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION averaged 28.21% (best 36.06%, worst 15.97%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2025, CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION returned -4.97% — beating the Small Cap Fund category average of -5.58% by 0.61 pp. It ranked #11 of 21 in its category that year.

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION 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 SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION 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: 24.0%. 5-year CAGR: 15.97%.

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

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Small Cap Fund

Recent NAVs

Frequently asked questions

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