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Canara Robeco Large and Mid Cap Fund Crosses Two Decades of Long-Term Wealth Creation Journey

Strategic Insights

— 1 min read

PF Desk Canara Robeco Mutual Fund, one of India's leading and the second oldest asset management companies, has around 27 schemes running in the market. Canara Robeco Large and Mid Cap Fund has emerged as a top-performing scheme in the long-term, delivering 17.29% CAGR over the last 20 years. This fund is the third-oldest scheme being run by the Canara Robeco Mutual Fund, with its regular plan delivering consistent returns.

Key Takeaways:

  • Canara Robeco Large and Mid Cap Fund has delivered 17.29% CAGR over the last 20 years, outperforming its benchmark (NIFTY Large Midcap 250 TRI) and additional benchmark (BSE SENSEX TRI).
  • The fund has an AUM of Rs 25,092 crore and is managed by a team of experienced fund managers.
  • The fund's last 1-year, 3 years, and 5 years CAGR returns of regular growth option are 12.79%, 18.67%, and 25.13%, respectively.
  • The fund's SIP investment option has delivered a XIRR of 18.05% over the last 20 years.
  • The fund has a diversified portfolio with over 98% of the assets invested in traditional companies with proven models, strong balance sheets, and established market presence.
  • The fund's asset allocation is between 35% to 65% in large cap equity and equity related instruments, and 35% to 65% in mid cap equity and equity related instruments.
  • The fund also invests in REITs and InviTs, ranging from 0% to 10%.

Statistics:

  • AUM: Rs 25,092 crore
  • 20-year CAGR Returns: 17.29%
  • 1-year CAGR Returns (Regular Growth Option): 12.79%
  • 3-year CAGR Returns (Regular Growth Option): 18.67%
  • 5-year CAGR Returns (Regular Growth Option): 25.13%
  • XIRR (SIP Investment): 18.05%
  • Inception to May 30, 2025 growth of Rs 1 lakh investment: over Rs 25 lakh
  • Inception to May 31, 2025 growth of Rs 10,000 monthly SIP investment: Rs 2,02,55,905

Sources:

  • Canara Robeco Mutual Fund press release (date not mentioned)
  • Statement from Canara Robeco Asset Management Company Ltd (date not mentioned)
  • IE Online Media Services Pvt. Ltd., distributed by Contify.com (2025)

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