Asset Sadhu
Funds/Canara Robeco Multi Cap Fund

Canara Robeco Multi Cap Fund

Canara Robeco Mutual Fund·Multi Cap Fund·vs Nifty 500 Multicap 50:25:25 TRI

The fund maintains a balanced multi-cap stance with controlled concentration, though banking exposure at 16.25% reflects conviction in financial sector resilience. Recent portfolio tweaks adding infrastructure and logistics plays suggest the manager is tilting toward growth recovery while trimming capital markets exposure, signaling cautious optimism on cyclicals. The modest 4.5% cash buffer and broad 105-holding base indicate a disciplined, opportunities-driven approach rather than defensive positioning.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹14.7000
Regular Growth₹14.1200+0.21%+0.50%
Direct IDCW₹13.8300
Regular IDCW₹13.2800
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
103
Top 5 Weight
15.01%
Top 10 Weight
24.16%
Max Position
4.57%
Conviction Bets
7
Gini
0.331
Large Cap
42.17%
Mid Cap
24.13%
Small Cap
27.06%
Top Sector
Banks
Sector Count
37
HHI (bps)
13,134
Active Stock Picker
Active Share
56.54%
vs peer portfolio
Weight Overlap
39.54%
with avg peer
Cosine Similarity
0.759
portfolio angle
Peer Count
30
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 104105+2 added1 removed28 weight shifts ≥ 0.1%
StockWeight
Ultratech Cement Ltd0.42%
Delhivery Ltd0.25%
#Holding% to NAV
1
TREPS
4.65%
2
HDFC Bank Ltd
INE040A01034
4.57%
3
ICICI Bank Ltd
INE090A01021
3.42%
4
Bharti Airtel Ltd
INE397D01024
2.52%
5
State Bank of India
INE062A01020
2.39%
6
Infosys Ltd
INE009A01021
2.11%
7
Larsen & Toubro Ltd
INE018A01030
2.07%
8
Reliance Industries Ltd
INE002A01018
2.01%
9
Ajanta Pharma Ltd
INE031B01049
1.76%
10
Eternal Ltd
INE758T01015
1.74%
11
TBO Tek Ltd
INE673O01025
1.57%
12
J.K. Cement Ltd
INE823G01014
1.48%
13
J.B. Chemicals & Pharmaceuticals Ltd
INE572A01036
1.44%
14
Mahindra & Mahindra Ltd
INE101A01026
1.42%
15
Axis Bank Ltd
INE238A01034
1.36%
16
Ge Vernova T&D India Ltd
INE200A01026
1.29%
17
Radico Khaitan Ltd
INE944F01028
1.27%
18
Bajaj Finance Ltd
INE296A01032
1.26%
19
KEI Industries Ltd
INE878B01027
1.23%
20
Varun Beverages Ltd
INE200M01039
1.23%
Banks16.3%
Pharmaceuticals & Biotechnology5.6%
Retailing5.3%
Finance5.3%
IT - Software5.3%
Leisure Services4.9%
Capital Markets4.7%
Consumer Durables4.2%
Auto Components3.8%
Electrical Equipment2.6%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Canara Robeco Multi Cap Fund hold?

Canara Robeco Multi Cap Fund holds 103 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 15.01% of NAV.

What is the largest holding in Canara Robeco Multi Cap Fund?

The largest position in Canara Robeco Multi Cap Fund is TREPS, accounting for 4.65% of NAV.

Is Canara Robeco Multi Cap Fund a concentrated or diversified fund?

With a Gini coefficient of 0.331, Canara Robeco Multi Cap Fund is well-diversified. The HHI concentration index is 13,134 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 15.01% of the portfolio.

What is the market cap allocation of Canara Robeco Multi Cap Fund?

Based on SEBI's AMFI classification, Canara Robeco Multi Cap Fund's equity portfolio is split as: Large Cap: 42.17%, Mid Cap: 24.13%, Small Cap: 27.06%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Canara Robeco Multi Cap Fund invest in most?

Canara Robeco Multi Cap Fund has the highest allocation to Banks (16.25%), Pharmaceuticals & Biotechnology (5.57%), Retailing (5.34%). The fund is invested across 37 sectors in total.

How actively managed is Canara Robeco Multi Cap Fund compared to other Multi Cap Fund funds?

Canara Robeco Multi Cap Fund has an Active Share of 56.54%, classifying it as "Active Stock Picker" among 30 Multi Cap Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in Canara Robeco Multi Cap Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Canara Robeco Multi Cap Fund added 2 new stocks (including Ultratech Cement Ltd) and exited 1 stock (including ICICI Prudential Asset Management Co Ltd). Total holding count increased from 104 to 105 stocks.