Canara Robeco Large Cap Fund Direct-Growth
Benchmark: BSE 100 TRI · Inception: 28/06/2010 · NAV: ₹61.54 (04/09/2026)
AUM: ₹17136 Cr · Expense Ratio: 1.75% · Riskometer: Very High
3.2
★★★☆☆
Selective Buy
Analyst Insight
Canara Robeco Large Cap Fund carries an overall rating of 3.2/5 (Selective Buy), showing moderate standing within the Large Cap category. Its alpha of 0.47 underperformss the category average of 3.38, suggesting room for improvement in active management. The Sharpe ratio of 0.41 sits below the category mean of 3.62, while volatility (std dev 13.59%) is higher than peers (11.87%), indicating relatively higher volatility. With a 5-year CAGR of 8.01% and expense ratio of 1.75%, investors should weigh cost-adjusted returns carefully.
Rating
3/5
Risk Rating
2/5
Return Rating
3/5
Overall Rating
3.2/5
Alpha vs Cat
0.47 / 3.38
Sharpe vs Cat
0.41 / 3.62
Beta vs Cat
0.94 / 0.61
Std Dev vs Cat
13.59 / 11.87
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | -1.61% |
| 3Y | 9.91% |
| 5Y | 8.01% |
| 10Y | 12.21% |
| Since Launch | 11.99% |
Risk & Return Scores
Sharpe Score3/5
Sortino Score3/5
SD Score4/5
ETM Risk Score4/5
ETM Return Score4/5
Portfolio Allocation
Large Cap 89.2% Mid Cap 10.8% Small Cap 0.0% Other 0.0%
Strengths
- No notable strengths identified
Watch Points
- ⚠️ Alpha 0.47 below category avg 3.38
- ⚠️ Higher volatility 13.59% vs peers 11.87%
- ⚠️ Negative 1Y return (-1.61%) — recent underperformance
- ⚠️ High expense ratio 1.75% (above 1%)