FundLens
41
ValueAvoid

Canara Robeco Value

Canara Robeco · Direct–Growth · rank #13 of 22 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
2.3%
-0.7% vs index
3 Years
12.2%
+0.6% vs index
5 Years
Since launch
14.2%

Year-by-year performance

last entry = YTD
2022
+14.0%
2023
+34.3%
2024
+19.1%
2025
+5.7%
2026
-2.4%

Why this score

Canara Robeco Value scores 41/100 — #13 of 22 Value fund (Avoid). It stands out for expense ratio and volatility — beating 98% of peers on expense ratio. The main drag is its 3y return (better than only 23% of peers).

Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.

3Y return12.21% · 23rd percentile in category
Expense ratio0.81% · 98th percentile in category
Sharpe ratio0.40 · 26th percentile in category
Volatility13.77 · 69th percentile in category
Alpha-0.44 · 26th percentile in category
Sortino ratio0.54 · 31st percentile in category

Top holdings

top 5 = 27.3% of portfolio
1.ICICI Bank Ltd7.67%
2.HDFC Bank Ltd6.25%
3.Reliance Industries Ltd5.12%
4.Bharti Airtel Ltd4.35%
5.Larsen & Toubro Ltd3.94%

57 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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