Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_118272

CANARA ROBECO AGGRESSIVE HYBRID FUND - DIRECT PLAN - GROWTH OPTION

Hybrid Schemes - Aggressive Hybrid Fund

Back to Home
End Amount
₹56,605.16
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.35%
MF_118272 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.11%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.73
Volatility vs Benchmark
Sharpe Ratio
0.62
Risk-Adjusted Return
Sortino Ratio
0.95
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 54% 15% 26%
60 days 53% 11% 15%
90 days 52% 10% 11%
180 days 56% 7% 7%
1Yr 59% 6% 4%
3Yr 68% 3% 2%
5Yr 68% 2% 1%
7Yr 74% 2% 0%
10Yr 93% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period CANARA ROBECO AGGRESSIVE HYBRID FUND - DIRECT PLAN - GROWTH OPTION Nifty 50
30 days 5.1% | -54.8% | 17.3% | 129.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -23.3% | -39.0% | 17.5% | 90.7% -23.0% | -45.3% | 16.7% | 120.0%
90 days -19.2% | -31.7% | 15.8% | 78.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.8% | -4.2% | 12.7% | 49.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.9% | 6.7% | 14.6% | 22.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.6% | 8.2% | 15.1% | 19.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.9% | 12.0% | 14.3% | 16.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.1% | 12.2% | 14.3% | 16.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Nov. 1, 2013 290 days 13% Nifty 50: 12% 10065 8800 10065
March 3, 2015 April 9, 2015 37 days 6% Nifty 50: 7% 16165 15219 16208
April 13, 2015 July 30, 2015 108 days 8% Nifty 50: 10% 16293 14920 16317
Aug. 7, 2015 July 12, 2016 340 days 17% Nifty 50: 18% 16565 13754 16601
Oct. 24, 2016 March 11, 2017 138 days 9% Nifty 50: 9% 18085 16411 18205
Jan. 23, 2018 July 10, 2018 168 days 5% Nifty 50: 9% 21724 20549 21731
Aug. 28, 2018 March 15, 2019 199 days 10% Nifty 50: 14% 22758 20411 22815
June 3, 2019 Oct. 18, 2019 137 days 7% Nifty 50: 11% 23844 22189 23873
Feb. 19, 2020 Aug. 26, 2020 189 days 26% Nifty 50: 37% 26014 19330 26081
Oct. 18, 2021 Jan. 12, 2022 86 days 6% Nifty 50: 10% 38224 35810 38375
Jan. 17, 2022 Nov. 24, 2022 311 days 14% Nifty 50: 16% 38621 33158 38629
Dec. 1, 2022 May 13, 2023 163 days 7% Nifty 50: 10% 39188 36573 39220
Sept. 26, 2024 June 26, 2025 273 days 13% Nifty 50: 15% 56934 49587 57150
Jan. 2, 2026 July 31, 2026 210 days 10% Nifty 50: 15% 58735 52651 58854
Aug. 3, 2026 Oct. 30, 2026 88 days 7% Nifty 50: 10% 59656 55494 56605