Canara Robeco Large Cap Fund
The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.
Growthvine rating: 3/5 — ranked #13 of 41 in category.
Fund basics
| Category | Equity: Large Cap |
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| NAV | ₹57.85 (as of 2026-10-01) |
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| AUM | ₹17,136 Cr |
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| Expense ratio | 1.43% |
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| Riskometer | Very High |
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| Fund manager | Shridatta Bhandwaldar |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 6.77% |
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| Sharpe ratio | 0.41 |
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| Standard deviation | 13.59% |
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| Max drawdown | −32.66% |
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| Alpha | 0.47 |
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| Beta | 0.94 |
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Over 5 years, captured 93.4% of NIFTY 100's upside and 92.8% of its downside.
Market cap allocation
| Large cap | 89.0% |
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| Mid cap | 10.9% |
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| Small cap | 0.0% |
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Concentration
| Top 5 holdings | 29.8% |
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| Top 10 holdings | 47.5% |
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| Total holdings | 61 |
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| Index overlap | 72.2% |
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| Active share | 27.8% |
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Top holdings
- ICICI Bank Ltd. — 8.6%
- HDFC Bank Ltd. — 7.7%
- Reliance Industries Ltd — 4.8%
- Bharti Airtel Ltd. — 4.4%
- State Bank Of India — 4.3%
- Larsen & Toubro Limited — 4.1%
- Infosys Ltd — 3.7%
- Bajaj Finance Limited — 3.4%
- AXIS Bank Ltd. — 3.4%
- Mahindra & Mahindra Ltd. — 3.1%
Top sectors
- Banking & Financial — 27.5%
- Automobile — 8.4%
- Retail — 6.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −10.8% | Q3 | #29 of 39 |
| 2025 | 7.3% | Q3 | #21 of 36 |
| 2024 | 17.8% | Q2 | #10 of 32 |
| 2023 | 22.2% | Q3 | #22 of 32 |
| 2022 | 0.8% | Q3 | #18 of 28 |