The fund, an open-ended equity scheme investing across large and mid-cap companies, aims to generate capital appreciation through a diversified portfolio, though the fund house cautions there is no assurance that the investment objective will be realized.
Its benchmark is the NIFTY LargeMidcap 250 TRI.
As of February 28, 2026, the fund’s Assets Under Management (AUM) stood at ₹24,731 crore. Over the past 1, 3, and 5 years, the Regular Plan – Growth Option posted CAGR returns of 12.64%, 16.23%, and 13.73%, compared with 20.18%, 20.59%, and 17.07% of the benchmark, and 12.34%, 12.65%, and 11.92% of the additional benchmark, BSE SENSEX TRI.
Speaking on the 21-year milestone, Rajnish Narula, MD & CEO of Canara Robeco AMC, said, “Completing over two decades of wealth creation reflects the enduring confidence investors have placed in us. Our focus remains on identifying opportunities across market segments while staying aligned with investor goals.”
The fund maintains a flexible allocation: 35–65% in large-cap equities, 35–65% in mid-cap equities, 0–30% in other equities, debt, and money market instruments, and up to 10% in InvITs/REITs.
Shridatta Bhandwaldar, CIO – Equities, added, “Balancing large and mid-sized companies allows the fund to combine the stability of established leaders with growth potential of emerging businesses, aiming for long-term value creation.”
Gaurav Goyal, Head – Sales and Marketing, noted that the large & mid-cap category saw AUM growth of 162% over three years, reaching ₹3.31 lakh crore as of February 28, 2026, with inflows of ₹68,718 crore in the current financial year.
The scheme is managed by Amit Nadekar (Senior Fund Manager) and Shridatta Bhandwaldar (CIO – Equities).
Investors should note that mutual fund investments are subject to market risks, and past performance does not guarantee future returns.
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First Published: Mar 19, 2026 7:19 AM IST
