Canara Robeco Mid Cap Fund

Canara Robeco Mid Cap Fund

Equity

Canara Robeco Mutual Fund

Mid-Cap

Get the latest NAV of Canara Robeco Mid Cap Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹18.27

▲1.2%1D

NAV as on 27 Apr 2026

19.39%/per year

Since Inception

Absolute Gain%

▲▼

2154 people have invested ₹ 10.8Cr in Canara Robeco Mid Cap Fund in the last three months

Canara Robeco Mid Cap Fund Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (27-Apr-26)

The fund has outperformed the benchmark (Nifty Midcap 150) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
11.54%
6.59%
-0.81%
16.3%
22.45%
--
Nifty Midcap 150
11.26%
5.11%
0.61%
12.71%
23.41%
19.54%
Mid-Cap Avg
10.83%
5.69%
-0.2%
12.78%
22.91%
18.83%
Best in Mid-Cap
13.83%
10.81%
6.67%
22.75%
28.32%
25%
Worst in Mid-Cap
6.59%
-0.47%
-11.96%
-2.25%
15.61%
14.13%
Category Rank
6/21
--
--
--
--
--

Canara Robeco Mid Cap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

9
/21
46% Performance
65% Risk Management
77% Cost

Ranked 9 out of 21 mutual funds in the mid-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Canara Robeco Mid Cap Fund
9/21
3,876Cr
0.65%
16.3%
22.45%
-0.70
0.90
0.72
1.08
-0.45
HDFC Mid Cap Fund
1/21
85,358Cr
0.77%
13.59%
25.48%
3.25
0.88
0.99
1.51
0.60
Edelweiss Mid Cap Fund
2/21
13,554Cr
0.49%
14.39%
27.45%
3.34
0.94
0.96
1.47
0.66
Nippon India Growth Mid Cap Fund Mid Cap
3/21
39,676Cr
0.78%
16%
27.74%
2.88
0.97
0.95
1.47
0.82
See all
Positive: Lower volatility within category
Lower volatility within category
Positive: Protects capital during bear phase
Protects capital during bear phase
Positive: Recovers losses quickly
Recovers losses quickly
Negative: Underperforms benchmarks during bull run
Underperforms benchmarks during bull run

Canara Robeco Mid Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

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Profit

Total Corpus

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Absolute Return
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Canara Robeco Mid Cap Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Mid cap
72.4%
Large cap
18%
Small cap
5.3%
Mid Cap allocation has gone up from 69.9% to 72.4%
Mid Cap allocation has gone up from 69.9% to 72.4%
Large Cap allocation has gone down from 19.7% to 18%
Large Cap allocation has gone down from 19.7% to 18%
Small Cap allocation has gone down from 5.4% to 5.3%
Small Cap allocation has gone down from 5.4% to 5.3%
Cash allocation has gone down from 5% to 4.3%
Cash allocation has gone down from 5% to 4.3%

Canara Robeco Mid Cap Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Consumer Cyclical
22.6%
Financial Services
17.3%
Industrial
16.9%
Tech
14.6%
Basic Materials
9.3%
Health
8.4%
Real Estate
4.6%
Utilities
3.5%
Communication
3%

Top 3 Sectors in March were Financial Services, Industrial & Consumer Cyclical

Mar'26

Financial Services

22%

Consumer Cyclical

20%

Industrial

18%

Feb'26

Financial Services

25%

Industrial

20%

Consumer Cyclical

19%

Canara Robeco Mid Cap Fund Holdings Details

as on (31-Mar-26)

Top Stocks bought last month
Coforge Ltd's allocation increased from 1.29% to 2.02%
Coforge Ltd's allocation increased from 1.29% to 2.02%
Titan Co Ltd's allocation increased from 1.15% to 1.83%
Titan Co Ltd's allocation increased from 1.15% to 1.83%
Persistent Systems Ltd's allocation increased from 1.97% to 2.6%
Persistent Systems Ltd's allocation increased from 1.97% to 2.6%
Top Stocks sold last month
Indian Bank's allocation decreased from 2.89 % to 2.67 %
Indian Bank's allocation decreased from 2.89 % to 2.67 %
The Federal Bank Ltd's allocation decreased from 2.71 % to 2.53 %
The Federal Bank Ltd's allocation decreased from 2.71 % to 2.53 %
Bank of Maharashtra's allocation decreased from 2.53 % to 2.47 %
Bank of Maharashtra's allocation decreased from 2.53 % to 2.47 %

Canara Robeco Mid Cap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.65%
Benchmark
S&P BSE 150 MidCap TR INR
AUM₹3876 Cr
Inception Date2 December, 2022
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
69.89%
Risk
Risk meter
pointer
Very High Risk

About Canara Robeco Mid Cap Fund

Canara Robeco Mid Cap Fund is an equity fund. This fund was started on 2 December, 2022. The fund is managed by Pranav Gokhale, Shridatta Bhandwaldar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Canara Robeco Mid Cap Fund has ₹3876 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Canara Robeco Mid Cap Fund has given a CAGR return of 19.39% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 16.30% and 22.45% respectively.

Holdings

Canara Robeco Mid Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Tech, Health, Basic Materials, Utilities, Consumer Defensive, Communication, Real Estate, Energy. Its top holdings are Bharat Heavy Electricals Ltd, Indian Bank, Persistent Systems Ltd, The Federal Bank Ltd, One97 Communications Ltd

Taxation

As it is a mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Canara Robeco Mid Cap Fund

The investment objective of the Scheme is to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Canara Robeco Mid Cap Fund has no lock in period.

Fund Manager

Pranav Gokhale

Fund Manager of Canara Robeco Mid Cap Fund, since 6 November 2023

Shridatta Bhandwaldar

Fund Manager of Canara Robeco Mid Cap Fund, since 2 December 2022

Learn more about Canara Robeco Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 3.9K Cr
₹ 4.2K Cr
₹ 4.1K Cr
  • AUM of the fund stands at 3.9K Cr as of Mar'26
  • AUM decreased by 320.6 Cr between Mar'26 and Feb'26

Compare Canara Robeco Mid Cap Fund

Canara Robeco Mid Cap Fund

VS

HDFC Mid Cap Fund

Frequently Asked Questions for Canara Robeco Mid Cap Fund

How do I invest in Canara Robeco Mid Cap Fund?

INDmoney makes it simple to invest in the Canara Robeco Mid Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Canara Robeco Mid Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Canara Robeco Mid Cap Fund?

The NAV of the fund today is ₹18.27. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Canara Robeco Mid Cap Fund fund has generated a return of 16.30% in 1 year, 22.45% in 3 years

Who is the fund manager of Canara Robeco Mid Cap Fund?

The fund managers are Pranav Gokhale, Shridatta Bhandwaldar.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.65%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3876 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Canara Robeco Mid Cap Fund?

The top 3 holdings of the fund are Bharat Heavy Electricals Ltd(2.7%), Indian Bank(2.67%), Persistent Systems Ltd(2.6%)