Canara Robeco Large Cap Gr

Diversified

Equity

India Defensive

Large Cap

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Canara Robeco Bluechip Equity Fund Growth invests in large, stable Indian companies for steady long-term growth.

What This Strategy Does

Canara Robeco Large Cap Reg Gr is an equity large-cap fund which captures India's ₹100 trillion market capitalization through a diversified portfolio, deploying capital across financials, consumer cyclicals, and industrials to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-1.3% AnnuallyAlpha

+11.7% vs +9.5% benchmarkSince Inception

+8.5% vs +5.7% benchmark3Y Annualized

+6.4% vs +4.7% benchmark5Y Annualized

Canara Robeco Large Cap Gr

Benchmark Index

Benchmark Performance Comparison

Canara Robeco Blue Chip Equity Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation17.3%

Maximum Drawdown-13.8% | Oct 2024

Sharpe Ratio-0.59

Beta0.98

Upside Capture96%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides portfolio stability through exposure to India's most resilient businesses—companies that have demonstrated the ability to grow earnings across economic cycles. These market leaders typically reinvest cash flows into sustainable competitive moats, translating into steady wealth creation without dramatic volatility. The impact is lower downside risk and predictable compounding, making it suitable for investors seeking defensive growth.

Portfolio Holdings Overview

SectoralAllocation

Technology6.45%

Services13.42%

Capital Goods13.73%

Financial Services36.47%

Energy & Infra5.31%

Consumers23.13%

Utilities1.49%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services8.36%

HDFC Bank LtdFinancial Services8.26%

Bharti Airtel LtdServices4.82%

Reliance Industries LtdEnergy & Infra4.76%

Larsen & Toubro LtdCapital Goods4.11%

State Bank of IndiaFinancial Services3.52%

Axis Bank LtdFinancial Services3.41%

Bajaj Finance LtdFinancial Services3.29%

Infosys LtdTechnology3.26%

Mahindra & Mahindra LtdConsumers3.00%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Shridatta Bhandwaldar

Lead Portfolio Manager

Mr. Shridatta Bhandwaldar has experience of 21 years. Manages 67 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹58,728 Cr Holds a MMS degree.

Vishal Mishra

Co-Portfolio Manager

Mr. Vishal Mishra has experience of 23 years. Manages 30 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹27,408 Cr Holds a B.Com degree.

CW Expert Take

Canara Robeco brings institutional discipline to large-cap investing. Their investment process emphasizes consistency, maintaining rigorous frameworks across market cycles. The fund house leverages deep research capabilities and a stable team that translates macro insights into portfolio positioning across equity and debt strategies.

44 years

Combined Team Experience

₹ 86,136 Cr

Assets Under Management

Firm Overview

AMCCanara Robeco Asset Management Co Ltd

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.75%

Exit Load1

Regulatory & Tax Information

INF760K01AR3

ISIN

DailyDealing Frequency

BSE 100 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)