Finance and Economy News

Canara Robeco Large Cap Fund Delivers 6x Returns in 15 Years

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%.

SIP Performance Outshines Lump Sum

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.

Also Read: TikTok, AliExpress Accessible on Indian Networks, Govt Denies Lifting Ban

Fund Strategy and Management

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.

Market Insights & Key Performance

  • 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.

Click here to explore: Canara Bank Share Price

Jitesh Kanwariya

I am Jitesh Kanwariya is a professional stock market analyst and F&O trader with expertise in derivatives and market research. A Python developer by profession, he leverages data-driven insights to analyse market trends and simplify trading for investors.

Published by
Jitesh Kanwariya

Recent Posts

IndiGo Shares Rebound After DGCA Grants Partial Relief on Pilot Duty Norms

IndiGo Shares Bounce Back as DGCA Offers Partial Relief on Pilot Duty Rules Amid Nationwide…

23 minutes ago

Rate Cut Meets a Falling Rupee: Yes Bank, Union Bank Shares Rise Up to 3% on Bank Nifty Inclusion

Shares of Yes Bank and Union Bank of India gained up to 3% on December…

1 hour ago

DGCA Eases Pilot Rest Rules to Help Stabilize IndiGo’s Operations Amid Flight Disruptions

DGCA Steps In With Temporary Rule Relaxation as IndiGo Flight Cancellations Deepen Across India In…

1 hour ago

Petronet LNG Shares Gain 4% After 15-Year Ethane Deal With ONGC; Nomura Sees 34% Upside

Petronet LNG’s stock saw a sharp upmove on December 4, rising more than 4 percent…

2 hours ago

Rate Cut Meets a Falling Rupee: Sensex Gains 500 Pts, Nifty Near 26,200 as RBI’s 25 bps Cut Lifts Markets

The domestic equity market staged a sharp recovery on Friday as the Sensex surged over…

2 hours ago

Rate Cut Meets Falling Rupee: India’s Markets Enter a New Tug-of-War

India’s financial markets have entered a phase defined by conflicting forces, as the Reserve Bank…

3 hours ago

This website uses cookies.