Canara Robeco Large & Mid Cap Fund Celebrates 21 Years of Wealth Creation

Top Summary

• What happened: Canara Robeco Large and Mid Cap Fund marks 21 years, showcasing significant AUM and returns.
• Why it matters: Demonstrates the fund's long-term performance and wealth generation potential for investors.
• What changes: Highlights consistent CAGR and the growth of investments over two decades.
• Who is affected: Investors in the Canara Robeco Large and Mid Cap Fund, both current and prospective.

Fund's 21-Year Milestone

Canara Robeco Large and Mid Cap Fund, an open-ended scheme, has successfully completed 21 years. As of February 28, 2026, its Assets Under Management (AUM) stood at ₹24,730.52 crores.

The fund focuses on investing in both large and mid-cap companies.

Impressive Returns Since Inception

Since its inception on March 11, 2005, the Scheme (Regular Plan – Growth Option) has delivered a Compound Annual Growth Rate (CAGR) of 16.46%. The additional benchmark stood at 14.04%.

Performance Benchmarked

The fund's recent performance compared to its benchmarks is as follows:

• 1-year CAGR: 12.64% vs. NIFTY LargeMidcap 250 TRI (20.18%) and BSE SENSEX TRI (12.34%)
• 3-year CAGR: 16.23% vs. NIFTY LargeMidcap 250 TRI (20.59%) and BSE SENSEX TRI (12.65%)
• 5-year CAGR: 13.73% vs. NIFTY LargeMidcap 250 TRI (17.07%) and BSE SENSEX TRI (11.92%)

Wealth Creation Example

An initial investment of ₹10,000 in the Scheme (Regular Plan – Growth Option) at inception would have grown to ₹2,44,480 as of February 27, 2026. In comparison, the additional benchmark would have grown to ₹1,57,379.

SIP Investment Growth

A monthly investment of ₹10,000 (SIP) in the Scheme's Regular Plan – Growth Option since inception would amount to a total investment of ₹25,20,000 as of February 27, 2026. This investment would have grown to ₹1,97,34,611, delivering an XIRR of 16.89%.

Investment Objective

The Scheme aims to generate capital appreciation. This is achieved by investing in a diversified portfolio of large and mid-cap entities.

What to Watch Next

Investors should monitor the fund's performance against its benchmarks and assess its suitability within their overall investment strategy. Future reports will provide updates on the fund's AUM and returns.