OmniAssetMutual funds › Canara Robeco Value Fund

Canara Robeco Value Fund

Value fund benchmarked to BSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202616.07
CategoryValue
PlanRegular · Idcw
Launched13 Aug 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year2.26%
AUM₹6.54 Cr
Growth of ₹10,000₹16,0706 Sep 2021 to 2 Sep 2026
₹19,300₹16,827₹14,355₹11,882₹9,410Sep 2021Dec 2022Mar 2024Jun 2025Sep 2026
₹16,070 (+10.0% a year) Canara Robeco Value Fund
Growth of ₹10,000 — every plotted observation
PointCanara Robeco Value Fund
6 Sep 2021₹10,000
13 Sep 2021₹9,990
20 Sep 2021₹9,920
27 Sep 2021₹10,140
4 Oct 2021₹10,180
11 Oct 2021₹10,380
18 Oct 2021₹10,790
25 Oct 2021₹10,460
1 Nov 2021₹10,450
8 Nov 2021₹10,710
15 Nov 2021₹10,670
22 Nov 2021₹10,200
29 Nov 2021₹9,900
6 Dec 2021₹9,980
13 Dec 2021₹10,390
20 Dec 2021₹9,780
27 Dec 2021₹10,110
3 Jan 2022₹10,390
10 Jan 2022₹10,610
17 Jan 2022₹10,880
24 Jan 2022₹10,200
31 Jan 2022₹10,510
7 Feb 2022₹10,520
14 Feb 2022₹10,140
21 Feb 2022₹10,220
28 Feb 2022₹10,010
7 Mar 2022₹9,430
14 Mar 2022₹9,960
21 Mar 2022₹10,140
28 Mar 2022₹10,180
4 Apr 2022₹10,630
11 Apr 2022₹10,600
18 Apr 2022₹10,430
25 Apr 2022₹10,260
2 May 2022₹10,280
9 May 2022₹9,840
16 May 2022₹9,640
23 May 2022₹9,870
30 May 2022₹10,100
6 Jun 2022₹10,090
13 Jun 2022₹9,740
20 Jun 2022₹9,410
27 Jun 2022₹9,750
4 Jul 2022₹9,820
11 Jul 2022₹10,050
18 Jul 2022₹10,180
25 Jul 2022₹10,390
1 Aug 2022₹10,730
8 Aug 2022₹10,850
16 Aug 2022₹11,060
22 Aug 2022₹10,770
29 Aug 2022₹10,810
5 Sep 2022₹11,090
12 Sep 2022₹11,390
19 Sep 2022₹11,250
26 Sep 2022₹10,790
3 Oct 2022₹10,790
10 Oct 2022₹11,020
17 Oct 2022₹11,030
25 Oct 2022₹11,340
31 Oct 2022₹11,530
7 Nov 2022₹11,650
14 Nov 2022₹11,610
21 Nov 2022₹11,540
28 Nov 2022₹11,770
5 Dec 2022₹11,880
12 Dec 2022₹11,770
19 Dec 2022₹11,720
26 Dec 2022₹11,460
2 Jan 2023₹11,580
9 Jan 2023₹11,530
16 Jan 2023₹11,380
23 Jan 2023₹11,500
30 Jan 2023₹11,180
6 Feb 2023₹11,420
13 Feb 2023₹11,390
20 Feb 2023₹11,460
27 Feb 2023₹11,270
6 Mar 2023₹11,450
13 Mar 2023₹11,120
20 Mar 2023₹11,030
27 Mar 2023₹11,020
3 Apr 2023₹11,320
10 Apr 2023₹11,440
17 Apr 2023₹11,460
24 Apr 2023₹11,460
2 May 2023₹11,720
8 May 2023₹11,810
15 May 2023₹11,950
22 May 2023₹12,000
29 May 2023₹12,150
5 Jun 2023₹12,250
12 Jun 2023₹12,320
19 Jun 2023₹12,480
26 Jun 2023₹12,470
3 Jul 2023₹12,770
10 Jul 2023₹12,780
17 Jul 2023₹13,060
24 Jul 2023₹13,120
31 Jul 2023₹13,200
7 Aug 2023₹13,120
14 Aug 2023₹13,040
21 Aug 2023₹13,100
28 Aug 2023₹13,180
4 Sep 2023₹13,390
11 Sep 2023₹13,690
18 Sep 2023₹13,630
25 Sep 2023₹13,330
3 Oct 2023₹13,410
9 Oct 2023₹13,290
16 Oct 2023₹13,470
23 Oct 2023₹13,190
30 Oct 2023₹13,200
6 Nov 2023₹13,470
13 Nov 2023₹13,620
20 Nov 2023₹13,810
28 Nov 2023₹13,900
4 Dec 2023₹14,520
11 Dec 2023₹14,700
18 Dec 2023₹15,050
26 Dec 2023₹15,040
1 Jan 2024₹15,240
8 Jan 2024₹15,310
15 Jan 2024₹15,610
23 Jan 2024₹15,180
29 Jan 2024₹15,540
5 Feb 2024₹15,700
12 Feb 2024₹15,560
19 Feb 2024₹15,910
26 Feb 2024₹15,970
4 Mar 2024₹16,060
11 Mar 2024₹15,920
18 Mar 2024₹15,540
26 Mar 2024₹15,710
1 Apr 2024₹16,010
8 Apr 2024₹16,260
15 Apr 2024₹16,050
22 Apr 2024₹16,050
29 Apr 2024₹16,460
6 May 2024₹16,340
13 May 2024₹16,040
21 May 2024₹16,660
27 May 2024₹16,940
3 Jun 2024₹17,230
10 Jun 2024₹17,210
18 Jun 2024₹17,570
24 Jun 2024₹17,500
1 Jul 2024₹17,790
8 Jul 2024₹18,070
15 Jul 2024₹18,290
22 Jul 2024₹18,130
29 Jul 2024₹18,370
5 Aug 2024₹17,640
12 Aug 2024₹17,890
19 Aug 2024₹18,070
26 Aug 2024₹18,470
2 Sep 2024₹18,720
9 Sep 2024₹18,590
16 Sep 2024₹18,970
23 Sep 2024₹19,300
30 Sep 2024₹19,150
7 Oct 2024₹18,300
14 Oct 2024₹18,700
21 Oct 2024₹18,360
28 Oct 2024₹17,890
4 Nov 2024₹17,910
11 Nov 2024₹17,990
18 Nov 2024₹17,370
25 Nov 2024₹17,940
2 Dec 2024₹18,200
9 Dec 2024₹18,490
16 Dec 2024₹18,450
23 Dec 2024₹17,720
30 Dec 2024₹17,670
6 Jan 2025₹17,570
13 Jan 2025₹16,820
20 Jan 2025₹17,190
27 Jan 2025₹16,470
3 Feb 2025₹16,890
10 Feb 2025₹16,780
17 Feb 2025₹16,090
24 Feb 2025₹16,060
3 Mar 2025₹15,560
10 Mar 2025₹15,930
17 Mar 2025₹15,960
24 Mar 2025₹16,950
31 Mar 2025₹16,750
7 Apr 2025₹15,900
15 Apr 2025₹16,790
21 Apr 2025₹17,310
28 Apr 2025₹17,250
5 May 2025₹17,350
12 May 2025₹17,590
19 May 2025₹17,890
26 May 2025₹17,910
2 Jun 2025₹17,910
9 Jun 2025₹18,220
16 Jun 2025₹18,060
23 Jun 2025₹17,980
30 Jun 2025₹18,400
7 Jul 2025₹18,370
14 Jul 2025₹18,270
21 Jul 2025₹18,360
28 Jul 2025₹17,130
4 Aug 2025₹17,050
11 Aug 2025₹16,890
18 Aug 2025₹17,020
25 Aug 2025₹17,080
1 Sep 2025₹16,780
8 Sep 2025₹16,780
15 Sep 2025₹17,020
22 Sep 2025₹17,170
30 Sep 2025₹16,760
6 Oct 2025₹16,980
13 Oct 2025₹17,040
20 Oct 2025₹17,330
27 Oct 2025₹17,500
3 Nov 2025₹17,510
10 Nov 2025₹17,310
17 Nov 2025₹17,530
24 Nov 2025₹17,370
1 Dec 2025₹17,530
8 Dec 2025₹17,230
15 Dec 2025₹17,340
22 Dec 2025₹17,470
29 Dec 2025₹17,370
5 Jan 2026₹17,670
12 Jan 2026₹17,250
19 Jan 2026₹17,150
27 Jan 2026₹16,800
2 Feb 2026₹16,810
9 Feb 2026₹17,370
16 Feb 2026₹17,200
23 Feb 2026₹17,250
2 Mar 2026₹16,750
9 Mar 2026₹16,190
16 Mar 2026₹15,870
23 Mar 2026₹15,250
30 Mar 2026₹15,110
6 Apr 2026₹15,640
13 Apr 2026₹16,340
20 Apr 2026₹16,780
27 Apr 2026₹16,690
4 May 2026₹16,700
11 May 2026₹16,710
18 May 2026₹16,420
25 May 2026₹16,710
1 Jun 2026₹16,240
8 Jun 2026₹16,100
15 Jun 2026₹16,620
22 Jun 2026₹16,820
29 Jun 2026₹16,710
6 Jul 2026₹16,940
13 Jul 2026₹16,940
20 Jul 2026₹16,900
27 Jul 2026₹16,740
3 Aug 2026₹16,280
10 Aug 2026₹16,360
17 Aug 2026₹16,330
24 Aug 2026₹16,290
31 Aug 2026₹16,230
2 Sep 2026₹16,070

Performance (trailing, annualised)

1Y annualised-4.18%
3Y annualised6.50%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,14,987-7.62%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,49,749-1.87%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,02,6836.25%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202212.17%
Calendar 202332.12%
Calendar 202416.23%
Calendar 2025-1.07%

Rolling returns

Rolling 1Y · average207 windows since 6 Sep 202214.22%
Rolling 1Y · median10.77%
Rolling 1Y · worst window-12.49%
Rolling 1Y · best window43.96%
Rolling 1Y · windows positive75%
Rolling 3Y · average103 windows since 6 Sep 202416.02%
Rolling 3Y · median15.54%
Rolling 3Y · worst window7.13%
Rolling 3Y · best window24.66%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.34%
Downside deviation (3Y)10.87%
Maximum drawdown-21.79%

Management

Fund managerMr. Vishal Mishra (Fund Manager)
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker