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Value Fund

Canara Robeco Value Fund · Direct · Growth

Canara Robeco Mutual Fund

NAV

₹18.4300

as of 30 Sept 2026

Expense Ratio

0.85%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-3.05%
3Y
+9.94%
5Y
+12.85%
Since Inception
+12.81%

SIP returns (XIRR)

1Y
-6.93%
3Y
+1.73%
5Y
+9.59%
Since Inception
+9.81%

Returns calculated from 17 July 2021 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseCanara Robeco Mutual Fund
CategoryValue Fund
Launch Date17 Jul 2021
AMFI Code149085
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit Load1% if redeemed or switched out within 365 days from the date of allotment & Nil if redeemed or switched out after 365 days from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026

portfolio shared with Canara Robeco Value Fund - Regular Plan - Growth Option

Holding% NAV
  1. 1Icici Bank Ltd7.65%
  2. 2Hdfc Bank Ltd5.83%
  3. 3Reliance Industries Ltd4.92%
  4. 4Larsen & Toubro Ltd3.98%
  5. 5Bharti Airtel Ltd3.94%
  6. 6State Bank Of India3.82%
  7. 7Infosys Ltd3.12%
  8. 8Ntpc Ltd2.78%
  9. 9Axis Bank Ltd2.60%
  10. 10Torrent Pharmaceuticals Ltd2.23%
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What this fund does

Canara Robeco Value Fund · Direct · Growth 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 · Direct · Growth is a Value Fund mutual fund offered by Canara Robeco Mutual Fund. The fund has been operational for over 5 years. The current expense ratio is 0.85%.

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