How to check the XIRR of Canara Robeco Mid Cap Fund- Direct Plan- Growth Option?

You can track the exact XIRR and portfolio overlapping of Canara Robeco Mid Cap Fund- Direct Plan- Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Canara Robeco Mid Cap Fund- Direct Plan- Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Canara Robeco Mid Cap Fund- Direct Plan- Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Canara Robeco Mid Cap Fund- Direct Plan- Growth Option

Canara Robeco Mutual Fund

Expense Ratio: 0.56

Risk: Very High

Equity Scheme - Mid Cap Fund

Plan: Direct

Benchmark: BSE Midcap 150 TRI

Inception: 11-11-2022

Exit Load: Nil

Fund Size:₹4,067.45 Cr

Performance

Fund1.20%

Cat. Avg.1.60%

Fund1.97%

Cat. Avg.0.43%

Fund15.51%

Cat. Avg.14.82%

FundN/A

Cat. Avg.13.11%

10Y

FundN/A

Cat. Avg.15.23%

Fund17.35%

Cat. Avg.17.85%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	192.83	3.99%
2	Bank Of Maharashtra	Equity	Listed	Mid Cap	Banks	142.66	2.95%
3	Bharat Heavy Electricals Ltd	Equity	Listed	Large Cap	Electrical Equipment	133.13	2.75%
4	Shriram Finance Ltd	Equity	Listed	Large Cap	Finance	131.74	2.72%
5	Federal Bank Ltd	Equity	Listed	Mid Cap	Banks	124.96	2.58%
6	Global Health Ltd	Equity	Listed	Small Cap	Healthcare Services	123.16	2.55%
7	Premier Energies Ltd	Equity	Listed	Mid Cap	Electrical Equipment	117.42	2.43%
8	Lenskart Solutions Ltd	Equity	Listed	Mid Cap	Retailing	112.86	2.33%
9	Apar Industries Ltd	Equity	Listed	Mid Cap	Electrical Equipment	105.14	2.17%
10	Phoenix Mills Ltd	Equity	Listed	Mid Cap	Realty	103.50	2.14%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61037	+1.7%	+3.6%
2Y	07 Nov, 24	1.20 L.	1.27 L.	+6.2%	+6.3%
3Y	07 Nov, 23	1.80 L.	2.03 L.	+12.7%	+8.2%
SI	07 Dec, 22	2.35 L.	3.00 L.	+27.6%	+12.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.01 L.	+1.2%	+1.2%
2Y	16 Oct, 24	1 L.	1.04 L.	+4.0%	+2.0%
3Y	16 Oct, 23	1 L.	1.54 L.	+54.1%	+15.5%
SI	06 Dec, 22	1 L.	1.86 L.	+85.5%	+17.4%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.