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MF_118278

CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹101,314.18
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.22%
MF_118278 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
12.75%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.70
Risk-Adjusted Return
Sortino Ratio
1.10
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 58% 45% 23%
60 days 61% 30% 14%
90 days 64% 25% 12%
180 days 64% 20% 8%
1Yr 72% 15% 5%
3Yr 86% 8% 1%
5Yr 96% 6% 0%
7Yr 100% 5% 0%
10Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION Nifty 50
30 days -6.0% | -70.7% | 26.1% | 230.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -35.2% | -55.6% | 24.6% | 159.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -26.0% | -43.8% | 21.1% | 131.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.1% | -10.0% | 15.4% | 106.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.4% | 2.6% | 18.6% | 42.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.2% | 8.7% | 18.5% | 32.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.7% | 14.8% | 17.3% | 25.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.1% | 14.8% | 18.3% | 24.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 22 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 8, 2013 Dec. 24, 2013 350 days 23% Nifty 50: 11% 10083 7720 10101
Jan. 1, 2014 March 5, 2014 63 days 7% Nifty 50: 5% 10312 9605 10413
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 16320 15307 16438
Sept. 22, 2014 Oct. 31, 2014 39 days 5% Nifty 50: 5% 18312 17361 18431
Dec. 4, 2014 Dec. 31, 2014 27 days 6% Nifty 50: 6% 20255 19099 20330
March 3, 2015 April 8, 2015 36 days 7% Nifty 50: 7% 22183 20628 22255
April 13, 2015 July 15, 2015 93 days 11% Nifty 50: 10% 22506 20090 22539
Aug. 5, 2015 July 2, 2016 332 days 22% Nifty 50: 18% 23817 18621 23867
Nov. 1, 2016 Feb. 4, 2017 95 days 15% Nifty 50: 8% 27124 23142 27156
May 16, 2017 July 8, 2017 53 days 7% Nifty 50: 2% 32237 30136 32248
Sept. 19, 2017 Oct. 28, 2017 39 days 6% Nifty 50: 4% 34284 32370 34575
Jan. 11, 2018 Aug. 21, 2018 222 days 10% Nifty 50: 6% 37537 33627 37587
Aug. 30, 2018 Jan. 10, 2020 498 days 18% Nifty 50: 14% 37935 31142 37935
Feb. 20, 2020 Nov. 5, 2020 259 days 36% Nifty 50: 37% 40758 26004 41210
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 49171 46309 49666
March 3, 2021 May 18, 2021 76 days 6% Nifty 50: 6% 52632 49300 52890
Oct. 18, 2021 Jan. 15, 2022 89 days 9% Nifty 50: 10% 68079 61907 68101
Jan. 17, 2022 June 7, 2023 506 days 19% Nifty 50: 16% 68101 55487 68431
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 75490 70370 76057
July 31, 2024 Aug. 22, 2024 22 days 6% Nifty 50: 4% 103214 97472 103627
Sept. 26, 2024 Sept. 17, 2025 356 days 18% Nifty 50: 15% 108811 88912 109214
Sept. 18, 2025 Oct. 30, 2026 407 days 17% Nifty 50: 12% 109497 90844 101314