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Canara Robeco Banking and Financials Services Fund - Regular Plan - IDCW

Canara Robeco · Sectoral
Very High
₹10.09
Current NAV
28 Oct 2026
29.8%
1Y Return
26.8%
3Y CAGR
28.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.98).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.48).
  • Very large asset base (AUM: ₹12,530 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.98
Sharpe Ratio
0.68
Beta
2.48
Alpha
2.73
Sortino
Fund Details
Fund House Canara Robeco
Category Sectoral
AUM ₹12530 Cr
Expense Ratio 1.48%
Min SIP ₹500
Min Lumpsum ₹1000
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