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Value Fundregulargrowth📊 BSE 500 TRI

Canara Robeco Value Fund - Regular Plan - Growth Option

Canara Robeco Mutual Fund

#20 of 22 (1Y)

₹17.4400

0.25 (-1.41%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹17.4400

0.25 (-1.41%)

29 May 2026

AMFI: 149088

Direct · Growth

₹₹18.7800

0.27 (-1.42%)

29 May 2026

AMFI: 149085

Regular · IDCW

₹₹16.4000

0.24 (-1.44%)

29 May 2026

AMFI: 149087

Direct · IDCW

₹₹17.6600

0.25 (-1.40%)

29 May 2026

AMFI: 149086

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.74%
1 Month-2.24%
3 Months-4.54%
6 Months-6.38%
1 Year-3.27%
3 Years (CAGR)+13.44%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jul 2021)+12.22%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.98%
3 Year SIP+4.69%
5 Year SIP
Since Inception (Jul 2021)+10.43%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹29,000

Invested

₹37,117

Value today

10.2%

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

₹1,744

Value today

12.1%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹10,43,080

Value today

-0.3%

vs lumpsum

Direct lumpsum would have beaten STP by 0.3% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹37,117

Benchmark

₹34,102

+₹3,015 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 4 years

Expense ratio drag on your actual returns

Direct plan

₹30,470

Regular plan

₹29,427

Direct earns ₹1,043 more on a ₹24K investment1.09% 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
CategoryValue Fund
Plan Typeregular
Optiongrowth
AUM₹1,281 Cr
Expense Ratio2.13%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkBSE 500 TRI ✓
Launch Date17 Jul 2021
AMFI Code149088

Risk Metrics

Trailing 1 year, annualised

-0.56

Sharpe Ratio

-0.02

Alpha

0.38

Beta

-0.54

Sortino

14.17%

Std Dev

-15.98%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

ICICI Bank Ltd

INE090A01021

715.00%

ICICI Bank Ltd

INE090A01021

681.00%

HDFC Bank Ltd

INE040A01034

678.00%

HDFC Bank Ltd

INE040A01034

650.00%

Reliance Industries Ltd

INE002A01018

513.00%

Reliance Industries Ltd

INE002A01018

497.00%

Bharti Airtel Ltd

INE397D01024

399.00%

Larsen & Toubro Ltd

INE018A01030

396.00%

State Bank of India

INE062A01020

394.00%

Bharti Airtel Ltd

INE397D01024

384.00%

Infosys Ltd

INE009A01021

371.00%

State Bank of India

INE062A01020

370.00%

NTPC Ltd

INE733E01010

354.00%

NTPC Ltd

INE733E01010

347.00%

Larsen & Toubro Ltd

INE018A01030

341.00%

Infosys Ltd

INE009A01021

319.00%

Axis Bank Ltd

INE238A01034

260.00%

Multi Commodity Exchange Of India Ltd

INE745G01043

256.00%

Axis Bank Ltd

INE238A01034

247.00%

Varun Beverages Ltd

INE200M01039

231.00%

Multi Commodity Exchange Of India Ltd

INE745G01043

226.00%

J.B. Chemicals & Pharmaceuticals Ltd

INE572A01036

201.00%

KEI Industries Ltd

INE878B01027

194.00%

Varun Beverages Ltd

INE200M01039

190.00%

Coal India Ltd

INE522F01014

189.00%

Bharat Electronics Ltd

INE263A01024

183.00%

Samvardhana Motherson International Ltd

INE775A01035

182.00%

J.B. Chemicals & Pharmaceuticals Ltd

INE572A01036

181.00%

Indian Bank

INE562A01011

180.00%

Bharat Electronics Ltd

INE263A01024

179.00%

Shriram Finance Ltd

INE721A01047

178.00%

SBI Life Insurance Co Ltd

INE123W01016

177.00%

KEI Industries Ltd

INE878B01027

177.00%

Samvardhana Motherson International Ltd

INE775A01035

174.00%

Shriram Finance Ltd

INE721A01047

174.00%

Vijaya Diagnostic Centre Ltd

INE043W01024

166.00%

Interglobe Aviation Ltd

INE646L01027

166.00%

Indian Bank

INE562A01011

165.00%

SBI Life Insurance Co Ltd

INE123W01016

165.00%

Brigade Enterprises Ltd

INE791I01019

164.00%

ITC Ltd

INE154A01025

163.00%

ITC Ltd

INE154A01025

162.00%

Interglobe Aviation Ltd

INE646L01027

159.00%

Bajaj Auto Ltd

INE917I01010

155.00%

Bajaj Auto Ltd

INE917I01010

150.00%

Brigade Enterprises Ltd

INE791I01019

148.00%

Hindustan Aeronautics Ltd

INE066F01020

147.00%

Vijaya Diagnostic Centre Ltd

INE043W01024

137.00%

Bharat Petroleum Corporation Ltd

INE029A01011

136.00%

Maruti Suzuki India Ltd

INE585B01010

132.00%

Performance Comparison

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Investment Objective

Canara Robeco Value Fund - Regular Plan - Growth Option follows a value/contrarian investment strategy, seeking to identify undervalued stocks trading below their intrinsic worth. The fund aims to generate long-term capital appreciation by investing in companies that the market has overlooked or underpriced.

About This Fund

Canara Robeco Value Fund - Regular Plan - Growth Option is a Value Fund mutual fund offered by Canara Robeco Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹1,281 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. The current expense ratio is 2.13%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations