CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION

(Erstwhile Canara Robeco Emerging Equities - Regular Plan - Growth Option)
Fund House: Canara Robeco Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.6% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 26,117.61 Cr As on 30-06-2025(Source:AMFI)
Turn over: 58% | Exit Load: 1% - If redeemed/switched out within 1 year from the date of allotment, Nil - if redeemed/switched out after 1 year from the date of allotment

260.13

17.35%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 6 Months
9 Years 3 Months
9 Years 6 Months
14 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.27
Sharpe Ratio 1.09
Alpha -1.41
Beta 0.94
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 4.57 20.91 20.29 23.08 15.37
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.43 32.05 28.88 25.54 15.37
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 12.28 31.08 31.99 29.17 -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 6.27 20.22 19.17 23.77 11.68
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 6.16 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 5.83 24.55 24.93 28.34 15.58
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 5.6 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 5.47 19.86 22.19 25.78 14.39
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 4.89 22.54 23.71 25.0 15.27
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth 27-02-2024 4.16 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.07%

Others

4.4%

Large Cap

44.02%

Mid Cap

38.58%

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