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MF_118269

CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - GROWTH OPTION

Equity Schemes - Large Cap Fund

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End Amount
₹57,266.72
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.45%
MF_118269 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.20%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.53
Risk-Adjusted Return
Sortino Ratio
0.80
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 12% 13%
60 days 58% 8% 8%
90 days 60% 6% 6%
180 days 60% 5% 3%
1Yr 66% 4% 2%
3Yr 87% 3% 1%
5Yr 100% 2% 0%
7Yr 100% 2% 0%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - GROWTH OPTION Nifty 50
30 days 18.7% | -62.1% | 17.7% | 177.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -26.6% | -46.5% | 18.7% | 114.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -23.6% | -36.1% | 17.6% | 98.6% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -7.9% | -8.3% | 13.6% | 54.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.6% | 7.3% | 15.6% | 24.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.0% | 7.5% | 15.4% | 22.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.6% | 11.3% | 15.6% | 18.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.4% | 13.3% | 15.3% | 17.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 21 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 May 15, 2013 114 days 9% Nifty 50: 10% 10099 9141 10157
May 17, 2013 Oct. 12, 2013 148 days 12% Nifty 50: 14% 10223 9034 10239
Jan. 15, 2014 March 6, 2014 50 days 6% Nifty 50: 5% 10487 9860 10520
July 7, 2014 Aug. 15, 2014 39 days 5% Nifty 50: 4% 13039 12345 13187
Sept. 8, 2014 Oct. 31, 2014 53 days 5% Nifty 50: 5% 13840 13088 14063
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 14641 13683 14666
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 15425 14558 15656
March 3, 2015 Aug. 5, 2016 521 days 21% Nifty 50: 22% 15764 12510 15830
Sept. 8, 2016 March 11, 2017 184 days 14% Nifty 50: 12% 16557 14228 16647
Sept. 18, 2017 Nov. 1, 2017 44 days 5% Nifty 50: 4% 19224 18258 19240
Jan. 29, 2018 June 9, 2018 131 days 7% Nifty 50: 10% 20256 18778 20256
Aug. 28, 2018 May 24, 2019 269 days 15% Nifty 50: 14% 22015 18745 22188
July 4, 2019 Sept. 21, 2019 79 days 8% Nifty 50: 10% 22626 20735 22675
Feb. 19, 2020 Oct. 8, 2020 232 days 33% Nifty 50: 37% 25285 17052 25467
Jan. 12, 2021 Feb. 2, 2021 21 days 6% Nifty 50: 6% 31263 29414 31462
Feb. 15, 2021 May 26, 2021 100 days 6% Nifty 50: 6% 32981 30842 32981
Oct. 18, 2021 Nov. 30, 2022 408 days 17% Nifty 50: 16% 39802 32898 40033
Dec. 1, 2022 May 26, 2023 176 days 8% Nifty 50: 10% 40165 36887 40330
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 44451 41850 44459
Sept. 26, 2024 Oct. 17, 2025 386 days 15% Nifty 50: 15% 61685 52535 61850
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 62642 53493 57267