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Small Capregulargrowth📊 Nifty Smallcap 250 Index TRI

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION

Canara Robeco Mutual Fund

#27 of 31 (1Y)

₹38.2400

0.50 (-1.29%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹38.2400

0.50 (-1.29%)

29 May 2026

AMFI: 146127

Direct · Growth

₹₹42.6800

0.56 (-1.30%)

29 May 2026

AMFI: 146130

Regular · IDCW

₹₹32.7300

0.43 (-1.30%)

29 May 2026

AMFI: 146128

Direct · IDCW

₹₹36.9600

0.49 (-1.31%)

29 May 2026

AMFI: 146131

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-3.91%
1 Month-0.16%
3 Months+0.64%
6 Months-3.32%
1 Year+0.88%
3 Years (CAGR)+14.49%
5 Years (CAGR)+16.65%
10 Years (CAGR)
Since Inception (Jan 2019)+19.80%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+0.48%
3 Year SIP+5.62%
5 Year SIP+11.16%
Since Inception (Jan 2019)+19.35%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹44,000

Invested

₹91,228

Value today

19.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,824

Value today

19.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,40,000

Withdrawn

₹29,11,716

Corpus left

+₹23,51,716 net gain — withdrew ₹4,40,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹24,01,888

Value today

+4.7%

vs lumpsum

STP beat direct lumpsum by 4.7% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹5,50,216

Value today

5.5×

Multiple

Staying invested through that crash turned ₹1L into ₹5,50,216 — a 5.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 7 years

Expense ratio drag on your actual returns

Direct plan

₹91,444

Regular plan

₹85,615

Direct earns ₹5,829 more on a ₹42K investment1.98% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseCanara Robeco Mutual Fund
CategorySmall Cap
Plan Typeregular
Optiongrowth
AUM₹12,556 Cr
Expense Ratio1.70%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty Smallcap 250 Index TRI ✓
Launch Date07 Jan 2019
AMFI Code146127

Risk Metrics

Trailing 1 year, annualised

-0.47

Sharpe Ratio

-0.05

Alpha

0.49

Beta

-0.44

Sortino

17.32%

Std Dev

-23.52%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

Multi Commodity Exchange Of India Ltd

INE745G01043

374.00%

Multi Commodity Exchange Of India Ltd

INE745G01043

344.00%

KEI Industries Ltd

INE878B01027

296.00%

KEI Industries Ltd

INE878B01027

292.00%

Amber Enterprises India Ltd

INE371P01015

288.00%

Amber Enterprises India Ltd

INE371P01015

269.00%

Karur Vysya Bank Ltd

INE036D01028

258.00%

Ge Vernova T&D India Ltd

INE200A01026

243.00%

J.B. Chemicals & Pharmaceuticals Ltd

INE572A01036

241.00%

PNB Housing Finance Ltd

INE572E01012

232.00%

Ge Vernova T&D India Ltd

INE200A01026

227.00%

City Union Bank Ltd

INE491A01021

220.00%

J.B. Chemicals & Pharmaceuticals Ltd

INE572A01036

208.00%

Karur Vysya Bank Ltd

INE036D01028

207.00%

City Union Bank Ltd

INE491A01021

197.00%

TBO Tek Ltd

INE673O01025

185.00%

Ajanta Pharma Ltd

INE031B01049

181.00%

Affle 3i Ltd

INE00WC01027

178.00%

Sagility Ltd

INE0W2G01015

178.00%

TBO Tek Ltd

INE673O01025

178.00%

Blue Star Ltd

INE472A01039

177.00%

Eternal Ltd

INE758T01015

173.00%

Anand Rathi Wealth Ltd

INE463V01026

173.00%

Blue Star Ltd

INE472A01039

171.00%

Anand Rathi Wealth Ltd

INE463V01026

167.00%

Eternal Ltd

INE758T01015

164.00%

Indian Bank

INE562A01011

163.00%

PNB Housing Finance Ltd

INE572E01012

163.00%

Sagility Ltd

INE0W2G01015

162.00%

Affle 3i Ltd

INE00WC01027

160.00%

Ajanta Pharma Ltd

INE031B01049

159.00%

RBL Bank Ltd

INE976G01028

155.00%

Tech Mahindra Ltd

INE669C01036

154.00%

Radico Khaitan Ltd

INE944F01028

151.00%

Aditya Birla Real Estate Ltd

INE055A01016

150.00%

Indian Bank

INE562A01011

146.00%

Equitas Small Finance Bank Ltd

INE063P01018

145.00%

V-Guard Industries Ltd

INE951I01027

144.00%

Tech Mahindra Ltd

INE669C01036

143.00%

Delhivery Ltd

INE148O01028

142.00%

Computer Age Management Services Ltd

INE596I01020

140.00%

Delhivery Ltd

INE148O01028

140.00%

Computer Age Management Services Ltd

INE596I01020

136.00%

Global Health Ltd

INE474Q01031

135.00%

Radico Khaitan Ltd

INE944F01028

133.00%

Global Health Ltd

INE474Q01031

133.00%

V-Guard Industries Ltd

INE951I01027

132.00%

Aditya Birla Real Estate Ltd

INE055A01016

130.00%

Indian Hotels Co Ltd

INE053A01029

130.00%

Cholamandalam Financial Holdings Ltd

INE149A01033

129.00%

Performance Comparison

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Investment Objective

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.

About This Fund

CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION is a Small Cap mutual fund offered by Canara Robeco Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹12,556 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Smallcap 250 Index TRI. The current expense ratio is 1.70%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
  • SIP investors who can benefit from rupee cost averaging during market fluctuations