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CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)

Canara Robeco · Small Cap
Very High
₹30.67
Current NAV
28 Oct 2026
-9.2%
1Y Return
4.4%
3Y CAGR
8.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.84).
  • Very large asset base (AUM: ₹10,390 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.84
Sharpe Ratio
1.04
Beta
2.84
Alpha
0.96
Sortino
Fund Details
Fund House Canara Robeco
Category Small Cap
AUM ₹10390 Cr
Expense Ratio 1.04%
Min SIP ₹500
Min Lumpsum ₹1000
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