Investors who trusted Canara Robeco Large Cap Fund back in August 2010 are now seeing extraordinary rewards. A ₹10,000 lump sum investment at inception has grown into ₹62,760 by July 31, 2025, translating into over 6 times returns in 15 years.
The fund has delivered a compounded annual growth rate (CAGR) of 13.07%, outperforming its benchmark, the BSE 100 Total Return Index, which stood at 12.18%.
For investors who opted for systematic investment plans (SIPs), the journey has been even more rewarding. A monthly investment of ₹10,000 over 15 years (₹18 lakh in total) has grown to ₹58.24 lakh, achieving an XIRR of 14.34%.
This highlights how disciplined long-term investing can create substantial wealth, especially in large-cap equity schemes.
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The scheme, managed by Shridatta Bhandwaldar and Vishal Mishra, allocates 80–100% in large-cap equities while retaining flexibility to invest up to 20% in other equity and debt instruments. It also has provisions to invest in REITs and InviTs (up to 10%).
As of July 31, 2025, the assets under management (AUM) stood at ₹16,406.92 crore.
1-year return: 1.87% vs benchmark -0.55%
3-year CAGR: 16.10% vs benchmark 15.43%
5-year CAGR: 18.64% vs benchmark 19.94%
The fund continues to focus on long-term wealth creation by investing in large, stable companies benefiting from India’s economic growth.
However, experts caution that past performance does not guarantee future returns. Investors should align fund selection with their financial goals and risk appetite.
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