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MF_118275

CANARA ROBECO FLEXI CAP FUND - DIRECT PLAN - GROWTH OPTION

Equity Schemes - Flexi Cap Fund

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End Amount
₹57,661.13
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.50%
MF_118275 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.25%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.52
Risk-Adjusted Return
Sortino Ratio
0.78
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 55% 17% 16%
60 days 59% 11% 10%
90 days 59% 9% 8%
180 days 61% 7% 4%
1Yr 65% 5% 3%
3Yr 91% 2% 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 FLEXI CAP FUND - DIRECT PLAN - GROWTH OPTION Nifty 50
30 days 1.1% | -65.9% | 19.8% | 178.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -32.1% | -49.9% | 19.7% | 117.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.4% | -40.5% | 17.9% | 100.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.3% | -11.3% | 13.2% | 57.3% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.6% | 6.1% | 15.6% | 25.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.3% | 6.8% | 15.4% | 23.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.4% | 11.0% | 15.4% | 18.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.8% | 12.9% | 15.3% | 17.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 30, 2013 288 days 14% Nifty 50: 12% 10081 8716 10101
Jan. 23, 2014 March 6, 2014 42 days 6% Nifty 50: 5% 10353 9764 10429
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 13333 12516 13392
Sept. 9, 2014 Oct. 31, 2014 52 days 6% Nifty 50: 5% 14035 13235 14154
Dec. 4, 2014 Jan. 16, 2015 43 days 7% Nifty 50: 6% 14932 13864 14959
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 15644 14681 15979
March 3, 2015 March 11, 2017 739 days 25% Nifty 50: 22% 16124 12123 16198
Sept. 18, 2017 Oct. 28, 2017 40 days 5% Nifty 50: 4% 19242 18268 19321
Jan. 23, 2018 July 12, 2018 170 days 8% Nifty 50: 9% 20460 18775 20514
Aug. 28, 2018 March 29, 2019 213 days 15% Nifty 50: 14% 21744 18520 21744
June 3, 2019 Oct. 30, 2019 149 days 11% Nifty 50: 11% 22474 20099 22545
Feb. 19, 2020 Oct. 9, 2020 233 days 33% Nifty 50: 37% 24614 16433 24689
Jan. 12, 2021 Feb. 2, 2021 21 days 6% Nifty 50: 6% 29646 27952 29815
Feb. 15, 2021 May 18, 2021 92 days 6% Nifty 50: 6% 31350 29523 31576
Oct. 18, 2021 Jan. 12, 2022 86 days 8% Nifty 50: 10% 39745 36389 39748
Jan. 17, 2022 June 6, 2023 505 days 19% Nifty 50: 16% 40019 32434 40039
Sept. 15, 2023 Nov. 21, 2023 67 days 6% Nifty 50: 7% 43524 40929 43539
Sept. 26, 2024 Sept. 17, 2025 356 days 17% Nifty 50: 15% 60902 50261 60985
Nov. 20, 2025 Aug. 1, 2026 254 days 14% Nifty 50: 15% 61749 52892 61781
Aug. 3, 2026 Oct. 30, 2026 88 days 9% Nifty 50: 10% 61781 56279 57661