Canara Robeco Mutual Funds in India 2025
Canara Robeco Mutual Fund brand. The company works as a joint venture between Canara Bank in India and Robeco Groep N.V., a Dutch asset-management firm that later became part of Japan’s ORIX Corporation.
Canara Bank set up Canbank Mutual Fund in 1987, making it one of the oldest mutual-fund houses in India. Robeco, founded in 1929, added its global investment experience to the partnership. As of 30 September 2025, Canara Robeco Mutual Fund managed assets worth ₹117,834.97 cr.
Top Canara Robeco Mutual Funds
Here are the top 10 Canara mutual funds sorted based on their AUM, along with their 5Y, 3Y CAGR, Volatility, and more.
| Name | AUM(in ₹ cr.) | CAGR 5Y(%) | CAGR 3Y(%) | Expense Ratio(%) | Exit Load(%) | NAV (per unit) | Volatility(%) | Alpha |
|---|---|---|---|---|---|---|---|---|
| Canara Rob Large and Mid Cap Fund | 26268.78 | 19.69 | 17.74 | 0.56 | 1 | 298.57 | 15.9 | 4.87 |
| Canara Rob Large Cap Fund | 17233.68 | 17.8 | 16.92 | 0.47 | 1 | 75.72 | 12.17 | 3.4 |
| Canara Rob Flexi Cap Fund | 13798.78 | 18.46 | 17.15 | 0.53 | 1 | 397.6 | 12.91 | 5.49 |
| Canara Rob Small Cap Fund | 13285.48 | 27.57 | 17.99 | 0.46 | 1 | 42.95 | 16.46 | 8.86 |
| Canara Rob Equity Hybrid Fund | 11402.98 | 15.69 | 15.13 | 0.58 | 1 | 421.72 | 9.77 | -0.35 |
| Canara Rob ELSS Tax Saver | 9072.61 | 19.54 | 16.51 | 0.55 | 0 | 203.61 | 12.76 | 4.59 |
| Canara Rob Liquid-Unclaimed Redemption and Dividend Plan | 7328.11 | 5.85 | 7.16 | 0.08 | 0.01 | 1764.15 | 0.11 | 0.02 |
| Canara Rob Liquid Fund | 7328.11 | 5.79 | 7.1 | 0.08 | 0.01 | 3233.24 | 0.11 | 0.01 |
| Canara Rob Multi Cap Fund | 4902.07 | 0 | 0 | 0.43 | 1 | 15.49 | 14.02 | 6.78 |
| Canara Rob Mid Cap Fund | 3848.99 | 0 | 0 | 0.57 | 1 | 18.39 | 16.58 | 8.98 |
Disclaimer: Please note that the above list of the Canara Robeco mutual funds is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.
Note: The data on the list of Canara Bank mutual funds is from 20th November 2025. This data is derived from the Tickertape Mutual Funds Screener.
- AMC: Canara Robeco Asset Management Company Limited
- Plan: Growth
- AUM: Sorted from highest to lowest
Pro Tip: You can use Tickertape’s Mutual Fund Screener to research and evaluate funds with over 50+ pre-loaded filters and parameters.
Canara Robeco Mutual Funds – Key Information
| Mutual Fund | Canara Robeco Mutual Fund |
| Setup Date | 19-Dec-1987 |
| Incorporation Date | 02-Mar-1993 |
| Sponsor | Canara Bank; ORIX Corporation Europe N. V. (formerly Robeco Groep N.V.) |
| Trustee | CRMF Trustee Private Limited |
| Chairman | Mr. K. Satyanarayana Raju |
| CEO / MD | Mr. Rajnish Narula |
| CIO | NA |
| Compliance Officer | Ms. Akshata Shenoy |
| Investor Service Officer | Ms. Pallavi Singh |
| Assets Managed | ₹117,834.97 cr. (as on 30-Sep-2025) |
Overview of the Top Canara Robeco Mutual Funds
Canara Robeco Large and Mid Cap Fund
This fund invests in companies across large-cap and mid-cap segments. It follows an equity-focused approach with exposure to established businesses and growing mid-sized companies. Its structure allows diversification across industries within two key market capitalisation categories.
Canara Robeco Large Cap Fund
This fund invests mainly in large-cap companies listed in India. It focuses on businesses with established track records, broader market presence and stable operations. The portfolio typically reflects companies from the top segment of the Indian equity market.
Canara Robeco Flexi Cap Fund
This scheme invests across large-cap, mid-cap and small-cap companies. Allocation remains flexible and adjusts based on market opportunities. The structure allows exposure to different company sizes within a single diversified equity portfolio.
Canara Robeco Small Cap Fund
This fund focuses on small-cap companies. These businesses are generally in earlier growth stages and represent emerging sectors or evolving market opportunities. The portfolio structure reflects higher exposure to developing companies within the small-cap segment.
Canara Robeco Equity Hybrid Fund
This fund invests in both equity and debt. The equity portion allows participation in market movements, while the debt portion adds stability. It combines two asset classes in one portfolio.
Canara Robeco ELSS Tax Saver
This is an Equity Linked Savings Scheme (ELSS) eligible under Section 80C with a three-year lock-in period. It mainly invests in equity and related instruments and follows a tax-saving structure defined under regulations.
Canara Robeco Liquid – Unclaimed Redemption and Dividend Plan
This plan manages unclaimed redemption and dividend amounts. The investments follow a liquid-fund structure and typically include short-term debt and money-market instruments.
Canara Robeco Liquid Fund
This fund invests in short-term money market and debt securities. It follows a short-duration investment approach and is generally used for holding short-term surplus with relatively lower fluctuations.
Canara Robeco Multi Cap Fund
This fund invests across large-cap, mid-cap and small-cap companies with defined allocation across all segments. It offers exposure to the broader equity market under a single structure.
Canara Robeco Mid Cap Fund
This scheme focuses on mid-cap companies that fall between early-stage businesses and larger established firms. The portfolio reflects exposure to companies positioned in the mid-cap segment of the market.
How to Invest in the Canara Robeco Mutual Fund?
You can easily start to invest in the Canara Robeco MF in India by following these steps:
- Visit an equity investment platform such as smallcase
- The next step is to research and identify the best Canara Bank mutual funds, based on your investment thesis. Tools like the Tickertape Mutual Fund Screener can help you filter and compare funds based on parameters such as returns, expense ratio, and fund size.
- Once you shortlist the funds, visit smallcase, log in, and search for the fund by name. You can then choose the investment mode, either a one-time lump sum or a SIP investment plan, and complete the process.
Top Fund Managers of Canara Robeco Mutual Fund
Ms. Suman Prasad
Ms. Suman Prasad has been associated with Canara Robeco since 1997. She manages around ₹5,152 cr. across schemes such as Short Duration Fund, Savings Fund, Liquid Fund and Ultra Short Term Fund. She holds an MBA in Finance from SDM Institute for Management Development. Her work focuses mainly on fixed-income fund management.
Mr. Shridatta Bhandwaldar
Mr. Shridatta Bhandwaldar has been leading equity fund management at Canara Robeco since 2016. He oversees approximately ₹5,255 cr. across 12 schemes, including Bluechip Equity Fund, Equity Diversified Fund, Infrastructure Fund and Equity Hybrid Fund. His experience includes roles at MF Global Securities, Motilal Oswal, Heritage Capital and SBI Pension Fund. He is a Mechanical Engineer and holds an MMS in Finance from Sydenham Institute of Management.
Ms. Cheenu Gupta
Ms. Cheenu Gupta joined Canara Robeco in 2018 as an equity fund manager. She manages close to ₹2,192 cr. across schemes including Consumer Trends Fund and Equity Tax Saver Fund. Her background includes research and investment roles at UTI Mutual Fund, ING Investment Management and Tata AIA Life Insurance. She holds a BE in Information Technology, a PGDBM in Finance, and is also a Chartered Financial Analyst (CFA).
Mr. Girish Hisaria
Mr. Girish Hisaria has been with Canara Robeco since 2014 and manages approximately ₹2,355 cr. across 28 debt and money-market schemes, including Gilt Fund, Dynamic Bond Fund and Savings Fund. He holds a B.Com and MMS in Finance and has past experience at Darashaw and JM Financial.
Mr. Miyush Gandhi
Mr. Miyush Gandhi manages emerging equity strategies and has been part of the fund house since 2018. He handles around ₹5,700 cr. across schemes such as Emerging Equities Fund and Conservative Hybrid Fund. Before joining Canara Robeco, he worked at SBI Life Insurance as a Research Analyst and later as a Fund Manager. He holds an MBA in Capital Markets from NMIMS.
Mr. Abhinav Khandelwal
Mr. Abhinav Khandelwal manages offshore investment mandates at Canara Robeco. He joined in 2018 and has experience in equity research and fund management. Prior to this role, he worked with Systematix Shares & Stocks and Aegon Life in investment functions.
Taxation on Canara Robeco Mutual Funds
Canara Robeco Mutual Fund offers different types of schemes such as equity, debt and hybrid funds. The tax applicable depends on the category of the fund. Below is an overview of how taxation works for each type.
Equity Mutual Funds
| Type of Gain | Holding Period | New Rate |
| Short-Term Capital Gains (STCG) | Less than 12 months | 20% |
| Long-Term Capital Gains (LTCG) | More than 12 months | 12.5% (Gains up to ₹1.25 lakh exempt) |
Debt Mutual Funds
| Type of Gain | Holding Period | Tax Rate | Indexation Benefit |
| Short-Term Capital Gains (STCG) | Less than 36 months | Taxed as per income tax slab | Not applicable |
| Long-Term Capital Gains (LTCG) | More than 36 months | 12.50% | Not available |
Hybrid Mutual Funds
| Type of Fund | STCG | LTCG | Indexation Benefit |
| Equity-Oriented Hybrid Funds | 20% for holdings < 1 year | 12.5% for holdings > 1 year; gains up to ₹1.25 lakh exempt | Not available |
| Debt-Oriented Hybrid Funds | Taxed as per slab for holdings < 3 years | 12.5% for holdings > 3 years | Not available |
Documents Required to Invest in Canara Robeco Mutual Funds
To invest in Canara Robeco Mutual Funds, certain documents and details are required as part of KYC and regulatory compliance. These include:
- PAN card details (mandatory for mutual fund investments)
- Personal information such as full name, mobile number, and email address
- Address proof like Aadhaar, passport, voter ID, or any SEBI-approved document
- Bank account details, along with a cancelled cheque if needed for verification
- Nominee information as per SEBI requirements
- FATCA/CRS declarations for regulatory reporting
Risks of Investing in Canara Robeco Mutual Funds
- Market Risk: Canara Robeco mutual funds that invest in equity or hybrid schemes may see value fluctuate with market movements. Price changes in stocks, interest rates, or overall economic conditions can impact returns because the NAV reflects real-time market behaviour.
- Interest-Rate Risk: Debt and money-market funds face interest-rate sensitivity. When interest rates rise, existing bond prices may fall, affecting NAV. When rates drop, bond values can increase. This movement influences short-, medium-, and long-duration debt schemes differently.
- Scheme-specific Risk: Each mutual fund category carries its own risk profile. For example, funds focused on small-caps or a single sector may experience sharper market swings because performance depends heavily on that segment. If that sector faces challenges, the fund may reflect those conditions.
Factors to Consider Before Investing in Canara Robeco Mutual Funds
- Type of Fund: Each Canara Robeco scheme belongs to a category like equity, hybrid, debt, or solution-oriented. Different categories behave differently due to how and where they invest. Understanding the category helps set realistic expectations for performance patterns.
- Investment Horizon: Different funds work on different time frames. Equity and hybrid funds generally align with longer holding periods, while short-duration or liquid funds usually focus on shorter timelines where stability matters more than growth.
- Portfolio Holdings and Strategy: Scheme documents disclose sector allocation, top holdings, asset mix, and strategy. Reviewing these elements gives clarity on where the money is deployed and whether the approach aligns with diversified allocation or concentrated positions in select segments.
- Expense Ratio and Costs: The expense ratio reflects the annual costs charged for managing the fund. Over time, a higher cost may impact overall returns, especially in long-term investments. Reviewing scheme-level costs helps understand how much goes toward fund management and operations.
Conclusion
Canara Robeco Mutual Fund has a long presence in the Indian mutual fund industry and offers equity, debt, hybrid, liquid, and multi-cap options. Each scheme follows its own investment style, and factors such as portfolio mix, market exposure, fund cost, and tax treatment shape how it behaves over time.
Understanding the structure of a scheme and reviewing its features helps give clarity before making any investment decision.
Users can explore Canara Robeco Mutual Fund schemes, compare options, and review data to see how each fund aligns with their overall financial planning approach. If any fund aligns with their investment thesis, then investors can invest through smallcase.
Looking for a Loan Against Mutual Funds (LAMF)? Explore LAMF on smallcase –
You can now apply for a loan against mutual funds (LAMF) on smallcase. Explore the quick and paperless process with the following articles about the eligibility criteria, documents required, features, benefits and more on LAMF at smallcase!
Frequently Asked Questions on Canara Robeco Mutual Funds
As of 21st November 2025, as per 5Y CAGR, some of the best Canara mutual funds:
– Canara Rob Infrastructure Fund
– Canara Rob Small Cap Fund
– Canara Rob Consumer Trends Fund
– Canara Rob Large and Mid Cap Fund
– Canara Rob ELSS Tax Saver
Disclaimer: Please note that the above list is for educational purposes only, and is not recommendatory.
Whether it is “good” depends on your investment goals, risk appetite and time horizon. Performance varies by scheme and market conditions. It is important to look into the specific scheme’s portfolio, risk profile, cost structure and how well it aligns with your individual needs before investing.
Disclaimer: Please note that the above information is for educational purposes only, and is not recommendatory.
You can start investing in Canara Robeco Mutual Fund online by following these quick steps:
1. Visit an equity investment platform such as smallcase.
2. Research and identify Canara Robeco schemes that match your investment thesis. Tools like the Tickertape Mutual Fund Screener help compare funds based on returns, expense ratios, and fund size.
3. After shortlisting the scheme, log in to smallcase, search for the fund, and opt for the SIP plan.
Disclaimer: Please note that the above information is for educational purposes only, and is not recommendatory.
Canara Robeco Small Cap Fund Regular Growth is an equity scheme that mainly invests in small-cap companies. The “regular growth” plan includes distributor commissions in its expense structure and reflects NAV accordingly.
Canara Robeco Small Cap Fund NAV represents the per-unit market value of the scheme’s portfolio. It changes over time and reflects the daily valuation of the underlying securities held by the fund.
This plan invests across large-cap, mid-cap, and small-cap companies with flexible allocation. The “direct growth” version is purchased directly from the AMC, and its NAV excludes distributor commissions, which may influence cost structure.
The Canara Emerging Equity Fund is an equity scheme that focuses on companies considered to be in their mid-growth stage. Canara Robeco Emerging Equities Fund NAV depends on market conditions and how mid-sized firms perform overall.
The regular growth version of the Flexi Cap Fund includes distributor-linked costs in its expenses. It follows a flexible investment approach across large, mid, and small-cap segments under a growth-option structure.
This fund follows a value-style investment approach focusing on companies considered undervalued relative to fundamentals. The direct growth version excludes distributor commissions and carries a cost structure aligned with direct plans.
