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Canara Robeco Large and Mid Cap Fund - NAV, Returns, Investment Guide 2025

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Complete guide to Canara Robeco Large and Mid Cap Fund with latest NAV, returns, investment objectives, fund managers, and investment process. Check performance and start SIP online.

Investment Objective and Approach

The scheme seeks to generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks. This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains.

The fund's investment approach focuses on:

- Diversified portfolio construction across large and mid-cap companies

- Opportunistic allocation between different market capitalizations based on market opportunities

- Long-term capital appreciation through active stock selection

- The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.

Key Investment Features:

- Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.

- Exit load of 1% if redeemed within 1 year

- The expense ratio is 0.56% as of August 2025

Fund Managers

The fund is managed by experienced professionals:

Amit Nadekar

- Mr. Nadekar has done M.Com, CA and MMS(Finance).

- Prior to joining Canara Robeco Mutual Fund, he has worked with LIC Mutual Fund, Alchemy Capital Management Pvt.

- Fund Manager of Canara Robeco Large and Mid Cap Fund Direct Growth, since 28 August 2023

Shridatta Bhandwaldar

- Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).

- Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).

- Fund Manager of Canara Robeco Large and Mid Cap Fund Direct Growth, since 1 October 2019

About the Fund House (AMC)

Canara Robeco Asset Management Company Ltd. (CRAMC) is a well-established fund house with a strong heritage:

Company Background:

- In 2007, Canbank Mutual Fund offloaded 49% of its stake to Netherlands-based investment management firm Robeco Groep N.V. for Rs. 115 Crore to form the Canara Robeco Asset Management Company Ltd. (CRAMC).

- The company offers a wide range of investment options like hybrid and monthly income funds, numerous debt and treasury funds, and thematic and diversified equity schemes.

Financial Performance (FY 2017-18):

- As of FY 2017-18 the AMC has a net income of Rs. 10915.37 Lakh, a profit before tax of Rs. 3240.56 Lakh and a profit after tax of Rs. 2270.50 Lakh.

Infrastructure:

- The AMC has 22 branches throughout India.

- As of May 2022, it has an asset under the management of Rs. 47955.87 crores.

Should I Invest in Canara Robeco Large and Mid Cap Fund?

This fund may be suitable for investors who:

Ideal For:

- Seek long-term capital appreciation through equity investments

- Want exposure to both large and mid-cap segments

- Have investment horizon of at least 5 years

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.

Key Considerations:

- The Canara Robeco Large and Mid Cap Fund Direct Growth is rated Very High risk.

- Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

- Ranked 14 out of 21 mutual funds in the large & mid-cap category as per INDmoney.

Fund Performance (as of August 2025):

- Canara Robeco Large and Mid Cap Fund Direct Growth has given a CAGR return of 20.44% since inception.

- Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.14%, 17.39% and 21.35% respectively.

- Canara Robeco Large and Mid Cap Fund Direct Growth has ₹25551 Cr worth of assets under management (AUM) as on Aug 2025

FAQs

What is today's NAV of Canara Robeco Large and Mid Cap Fund?

The latest NAV varies daily. You can check the current NAV on fund house website or Allvest platform for real-time updates.

What is the AUM of Canara Robeco Large and Mid Cap Fund?

The fund has ₹25,551 Cr worth of assets under management (AUM) as of August 2025.

What is the expense ratio of Canara Robeco Large and Mid Cap Fund?

The expense ratio is 0.56% as of August 2025.

What are the returns of Canara Robeco Large and Mid Cap Fund since inception?

The fund has given a CAGR return of 20.44% since inception.

What is the minimum SIP amount to invest in Canara Robeco Large and Mid Cap Fund?

Minimum SIP Investment is set to ₹1,000.

How do I invest in Canara Robeco Large and Mid Cap Fund?

You can invest through Allvest platform online by completing KYC, selecting the fund, and setting up your investment amount and mode.

How to start a SIP in Canara Robeco Large and Mid Cap Fund?

Register on Allvest, complete your KYC, search for the fund, select SIP option, choose amount and frequency, then set up auto-debit.

How do I automate an SIP in Canara Robeco Large and Mid Cap Fund?

After starting SIP through Allvest, set up bank mandate or UPI autopay for automatic monthly deductions without manual intervention.

How can I withdraw/redeem my investment in Canara Robeco Large and Mid Cap Fund?

You can redeem through Allvest platform online or submit redemption request. Note that exit load of 1% applies if redeemed within 1 year.