The benchmark of the scheme is the NIFTY Large Midcap 250 TRI.
FinTech BizNews Service
Mumbai, June 26 2025: Canara Robeco Mutual Fund, India’s second oldest asset manager celebrates
20 years of long term wealth creation journey of Canara Robeco Large and Mid Cap Fund, an open-
ended scheme, investing in large and mid-cap companies. Erstwhile called as Canara Robeco
Emerging Equities , the scheme aims at generating capital appreciation by investing in a diversified
portfolio of large and mid-cap stocks. The benchmark of the scheme is the NIFTY Large Midcap 250
TRI.
The Assets Under Management (AUM) of the Canara Robeco Large and Mid Cap Fund is Rs. 25,092
crore as of May 30, 2025. The last 1-year, 3 years and 5 years CAGR returns of regular growth option
of the Scheme is 12.79%, 18.67% and 25.13% as compared to 9.63%, 21.34% and 28.22% of the
benchmark (NIFTY Large Midcap 250 TRI) and 11.36%, 14.95% and 21.66% of the additional
benchmark (BSE SENSEX TRI), considering the returns as on 30 th May 2025. Since inception, the
scheme (Regular Plan – Growth Option) has delivered a CAGR of 17.29% to investors as against
14.56% of the additional benchmark (BSE SENSEX TRI).
Rs. 10,000 invested in the scheme (Regular Plan – Growth Option) at inception would have grown to
Rs. 2,52,040 as on May 30, 2025 as against Rs.1,56,340 in the additional benchmark. Whereas, Rs.
10,000 invested every month in regular plan growth option of scheme (SIP Investment) since
inception, which would be a total investment of Rs. 24,30,000 as on May 31, 2025, would have
grown to Rs2,02,55,905 delivering a XIRR of 18.05%.
On this occasion, Mr. Rajnish Narula, MD & CEO, Canara Robeco Asset Management Company Ltd,
said, “Our journey in the last two decades has been enriching. We thank investors for their
continued trust. As a fund house, we continue to stay focused on identifying long-term opportunities
across market cycles and delivering value through disciplined and research-backed investment
strategies.”
The scheme can allocate 35% to 65% of the total assets towards Large Cap equity and equity related
instruments and 35% to 65% in Mid Cap equity and equity related instruments, and 0% to 30%
towards other equity and equity related instruments, debt and money market instruments. The
scheme also invests in REITs and InviTs which ranges from 0% to 10%.
“Canara Robeco Large and Mid Cap Fund is designed to capture the potential of India's growth by
investing in a diversified portfolio of large and mid-cap companies, with a balanced allocation
strategy of investing 35% to 65% in both large and mid-cap equities. The fund aims to provide
investors with long-term capital appreciation,” said Mr. Shridatta Bhandwaldar, Head – Equities at
Canara Robeco Asset Management Company Ltd. “Diversification across market capitalizations may
offer risk-adjusted returns, and we focus on compounder companies with unique models and
competitive strength to help generate consistent long-term growth.”
Over 98% of the portfolio is invested in traditional companies with proven models, strong balance
sheets, and established market presence.
“As one of our flagship offerings, the Canara Robeco Large and Mid Cap Fund has built a strong
legacy over the past two decades by focusing on a diversified portfolio of large and mid-cap
companies,” said Mr. Gaurav Goyal, National Head – Sales and Marketing, Canara Robeco Asset
Management Company Ltd. “Today, the Canara Robeco’s Large and Mid Cap family has grown to
more than 8.45 lakh investors across the country, reflecting our ongoing commitment to help
investors participate in India’s growth with confidence.
The fund is managed by Mr. Shridatta Bhandwaldar, Head Equities and Mr. Amit Nadekar, Senior
Fund Manager.
