Investment Objective and Approach

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.

The fund follows a disciplined investment approach targeting established large-cap companies with strong fundamentals and proven track records. This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Key Investment Features:

- Asset Under Management (AUM) of ₹1,18,148 Cr as of August 22, 2025

- Minimum SIP Investment: ₹100, Minimum Lumpsum Investment: ₹100

- Exit load of 1% if redeemed within 1 year

- Expense ratio: 0.45% for direct plan

Performance Highlights (as of August 2025):

- 5-year annualized return: 19.46%

- 3-year CAGR: 16.26%, 5-year CAGR: 19.48%

- CAGR return since inception: 15.64%

Fund Managers

Ravi Gopalakrishnan and Shridatta Bhandwaldar are the current fund managers of Canara Robeco Large Cap Fund.

Shridatta Bhandwaldar:

Mr. Shridatta Bhandwaldar serves as the Fund Manager of Equities at Canara Robeco Asset Management Company Ltd. since 2016. He manages an AuM of Rs. 5,255 Crore invested in 12 schemes like Canara Robeco Equity Diversified Fund, Canara Robeco Bluechip Equity Fund, Canara Robeco Infrastructure Fund, Canara Robeco Equity Hybrid Fund, etc. Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).

His professional journey includes valuable experience at 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).

About the Fund House (AMC)

Canara Robeco Asset Management Company Ltd. (CRAMC) is a distinguished joint venture that combines Indian banking expertise with global investment management capabilities.

Heritage and Evolution:

Established in 1987, Canbank Mutual Fund was the asset management company (AMC) of Canara Bank. It is the second oldest mutual fund in India. The partnership with Robeco brings international investment expertise to Indian investors.

International Partner - Robeco Groep N.V.:

Robeco Groep N.V. is a multinational asset management company established back in 1929. It was initially the asset management arm of Rabobank, a Dutch multinational banking and financial services company. Robeco Groep N.V. currently has 15 offices globally and employs more than 900 individuals.

Current Structure:

In 2013, Orix Europe, bought 90.01% shares of Robeco from Rabobank at an estimated $2.7 billion. The former purchased the remaining 9.99% shares in 2016. Orix Europe is part of Orix Corporation, a Japanese financial services group.

Scale and Presence:

As of March 2024, it manages an AuM of Rs. 87069.50 Cr. This substantial AUM reflects the trust and confidence investors place in the fund house's investment capabilities and management expertise.

Should I Invest in Canara Robeco Large Cap Fund?

This fund may be suitable for investors seeking:

Conservative Equity Exposure: Therefore, they are more suited to conservative equity investors. Like for all equity funds, you must invest only through the SIP route. The large-cap focus provides stability compared to mid-cap and small-cap funds.

Long-term Wealth Creation: When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

Risk Considerations:

The fund is rated Very High risk on the risk-o-meter. Investors should be prepared for market volatility inherent in equity investments.

Tax Implications:

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

The fund's consistent performance track record, experienced management team, and focus on quality large-cap companies make it a viable option for long-term wealth creation through systematic investment planning.

FAQs

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

The Latest NAV as of 22 Aug 2025 is ₹73.07 for the direct growth plan. NAV changes daily based on market movements.

What is the AUM of Canara Robeco Large Cap Fund?

The fund currently has an Asset Under Management(AUM) of ₹1,18,148 Cr as of August 22, 2025. This reflects the total value of assets managed by the fund.

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

The expense ratio of the fund is 0.45% for the direct plan, which is competitive compared to industry standards.

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

The fund has given a CAGR return of 15.64% since inception. Over the past five years, it has delivered an annualised return of 19.46% as of 14-Aug-2025.

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

Minimum SIP Investment is set to ₹100. This makes it accessible for investors starting their investment journey with small amounts.

How do I invest in Canara Robeco Large Cap Fund?

You can invest through Allvest platform by selecting the fund, choosing between SIP or lumpsum investment, completing KYC requirements, and setting up payment instructions. Online investment is convenient and paperless.

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

Log into Allvest, search for the fund, select SIP option, choose investment amount and frequency, set up auto-debit instructions, and confirm your investment. SIP allows disciplined investing with rupee cost averaging benefits.

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

Set up bank mandate or UPI auto-debit through Allvest platform during SIP registration. This ensures automatic monthly deduction from your bank account without manual intervention, making investment systematic and hassle-free.

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

Access your portfolio on Allvest, select the fund, choose redemption option (partial/full), specify units or amount to redeem, and submit request. Exit load of 1% applies if redeemed within 1 year. Funds typically credit to your bank account within 2-3 business days.