Canara Robeco Infrastructure Fund
Direct · GrowthAI Summary
Canara Robeco Infrastructure Fund has delivered strong SIP XIRR across horizons, with 3Y at 22.93% and 5Y at 21.9%, comfortably ahead of category averages of 16.49% and 16.84% respectively. Even over longer periods, its 10Y XIRR of 19.81% and 12Y XIRR of 19.21% beat the category averages of 17.51% and 17.04%. However, recent performance has cooled sharply, with calendar year returns of just 2.48% in 2026 and 0.58% in 2025 after exceptional gains of 41.54% in 2023 and 36.48% in 2024.
The fund has experienced 7 drawdown events exceeding 10%, reflecting the cyclical and volatile nature of infrastructure investing, with the maximum drawdown taking 316 days to recover after a prolonged 818-day drawdown duration. Calmar ratios between 0.36 and 0.49 across horizons indicate moderate risk-adjusted efficiency relative to the depth of its worst losses. Investors should expect meaningful interim volatility despite the strong long-term returns.
As a thematic infrastructure fund, the portfolio is concentrated in capital goods, construction, power, and related cyclicals, which drives both its high return potential and its sharp drawdowns. This sector concentration means the fund lacks the diversification of diversified equity funds and its performance is closely tied to the infrastructure and capex cycle. No individual holding data was provided, so stock-specific concentration cannot be assessed here.
The fund has consistently outperformed its thematic category on SIP XIRR at every horizon from 1Y to 12Y, with the widest gaps at 3Y (22.93% vs 16.49%) and 5Y (21.9% vs 16.84%). Its 1Y XIRR of 15.42% also leads the category average of 11.8%, suggesting relative resilience even in the current soft patch. This across-the-board outperformance indicates genuine consistency rather than a single lucky period.
This fund suits investors with a high risk tolerance and a horizon of at least 5-7 years, given its sector concentration and history of double-digit drawdowns. It works best as a satellite allocation of 10-20% of an equity portfolio alongside diversified core holdings, ideally through SIPs to smooth volatility. Investors uncomfortable with multi-year flat stretches, such as 2025-2026's near-zero returns, should look elsewhere.
- SIP XIRR beats category averages at every horizon, including 22.93% over 3Y versus 16.49% for the category
- Strong long-term compounding with 19.81% 10Y and 19.21% 12Y XIRR
- Reasonable expense ratio of 1.07% for a thematic fund in the direct option
- Seven drawdown events exceeding 10% and a maximum drawdown recovery of 316 days highlight significant downside risk
- Recent returns have stalled, with just 0.58% in 2025 and 2.48% in 2026 after peak-cycle gains in 2021-2024
Generated on 10-10-2026, 3:07 AM. Verify before investing.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.84 L | 23.3% | -56.5% | 130.1% |
| 3 Years | ₹36.00 L | ₹47.45 L | 18.6% | -25.5% | 51.0% |
| 5 Years | ₹60.00 L | ₹97.04 L | 18.0% | -12.6% | 42.9% |
| 7 Years | ₹84.00 L | ₹1.57 Cr | 18.3% | -3.6% | 32.2% |
| 10 Years | ₹1.20 Cr | ₹3.42 Cr | 19.8% | 14.7% | 24.5% |
| 12 Years | ₹1.44 Cr | ₹4.89 Cr | 19.3% | 16.9% | 22.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 23.3% | 11.7% |
| 3 Years | 18.6% | 16.4% |
| 5 Years | 18.0% | 16.8% |
| 7 Years | 18.3% | 16.7% |
| 10 Years | 19.8% | 17.5% |
| 12 Years | 19.3% | 17.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.7% | 14.2% | -32.2% | 100.4% | 0.54 | 1.87 | 79% | — | — |
| 3 Years | 18.7% | 21.2% | -10.9% | 41.2% | 1.01 | 3.44 | 92% | — | — |
| 5 Years | 17.2% | 16.4% | -4.0% | 38.9% | 1.13 | 6.88 | 98% | — | — |
| 10 Years | 17.6% | 17.5% | 13.7% | 21.3% | 6.64 | — | 100% | — | — |