Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +3.34% | +4.07% | -0.73% |
| 3 Months | -1.56% | -1.98% | +0.42% |
| 6 Months | +3.57% | +3.41% | +0.16% |
| 1 Year | +4.22% | +3.63% | +0.59% |
| 3 Years CAGR | +15.02% | +15.02% | 0.00% |
| Since Inception | +16.54% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Canara Robeco Mid Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +5.61% | +5.43% | +0.18% |
| 2025 | +4.34% | +1.71% | +2.63% |
| 2024 | +27.24% | +29.27% | -2.03% |
| 2023 | +31.62% | +37.88% | -6.26% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -5.52% | +19.52% | +11.21% | +54.47% | 94.5% | 44.5% |
| 3-Year Rolling | +13.16% | +18.27% | +18.56% | +21.58% | 100.0% | 19.7% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-09-24 | 2025-02-28 | -21.7% | 5 months | 7 months |
| 2025-09-18 | 2026-03-23 | -14.4% | 6 months | 1 months |
| 2026-08-26 | 2026-10-23 | -11.9% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity-related Instruments of Midcap entities * 65% to 100% Equity and Equity-related Instruments of entities other than Midcap entities 0% to 35% Money Market Instruments, other liquid instruments, Gold ETFs, Silver ETFs and other permissible securities/instruments as may be approved by SEBI from time to time 0% to 35% Units issued by InvITs 0% to 10% *As defined by paragraph 3.9 of SEBI Master Circular for Mutual Funds dated March 20, 2026, and as amended from time to time, Mid Caps are those entities which are ranked from 101st to 250th entities based on their full market capitalization. | Per Scheme Mandate |
Investment Objective & Strategy
The investment objective of the Scheme is to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap entities. However, there can be no assurance that the investment objective of the scheme will be realized.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 5,186 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| ITI Mid Cap Fund | 4.8 | +16.28% | 2.38% | 94.7% | Rs 1,480 cr | Compare → |
| Kotak Mid Cap Fund | 5.0 | +14.87% | 1.49% | 93.4% | Rs 68,260 cr | Compare → |
| JM Mid Cap Fund | 5.2 | +16.63% | 2.43% | 99.6% | Rs 1,323 cr | Compare → |
| BARODA BNP PARIBAS Mid Cap Fund | 5.1 | +14.56% | 2.20% | 78.2% | Rs 2,617 cr | Compare → |
| BANDHAN MID CAP FUND | 5.7 | +16.26% | 2.11% | 92.1% | Rs 2,678 cr | Compare → |
Frequently Asked Questions about Canara Robeco Mid Cap Fund
What is the expense ratio of Canara Robeco Mid Cap Fund?
Canara Robeco Mid Cap Fund has a total expense ratio (TER) of 2.13% with a base expense ratio of 1.6%, compared to the Mid Cap category median of 2.11%.
Who manages Canara Robeco Mid Cap Fund?
Canara Robeco Mid Cap Fund is managed by Pranav Gokhale (tenure: 3.0 years since 2023-11-06).
What are the historical returns of Canara Robeco Mid Cap Fund?
Canara Robeco Mid Cap Fund delivered a 3-year CAGR of 15.02%. Its 1-year return stands at +4.22%.
How large is Canara Robeco Mid Cap Fund?
Canara Robeco Mid Cap Fund manages assets of Rs 5,186 cr, placing it in the 'comfortable' size band relative to Mid Cap peers.
How is Canara Robeco Mid Cap Fund scored on MFIQ?
Canara Robeco Mid Cap Fund holds an MFIQ Score of 5.5/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Canara Robeco Mid Cap Fund?
Canara Robeco Mid Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 16.56% with a maximum historical drawdown of -21.70%.