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_118285

CANARA ROBECO ELSS - TAX SAVER FUND - DIRECT PLAN - GROWTH OPTION

Equity Schemes - ELSS- Tax Saver Fund

Back to Home
End Amount
₹64,054.50
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.37%
MF_118285 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.08%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.85
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% 20% 17%
60 days 60% 13% 11%
90 days 63% 10% 8%
180 days 66% 7% 4%
1Yr 66% 6% 2%
3Yr 87% 3% 1%
5Yr 99% 3% 0%
7Yr 100% 3% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period CANARA ROBECO ELSS - TAX SAVER FUND - DIRECT PLAN - GROWTH OPTION Nifty 50
30 days 2.5% | -65.5% | 20.4% | 187.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -29.8% | -47.9% | 20.0% | 130.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -25.2% | -38.5% | 17.5% | 110.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.7% | -10.3% | 13.2% | 63.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.5% | 5.8% | 16.0% | 27.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.7% | 6.8% | 16.7% | 24.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.5% | 11.7% | 16.4% | 19.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.4% | 13.7% | 16.0% | 18.2% 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. 15, 2013 Oct. 30, 2013 288 days 14% Nifty 50: 12% 10070 8647 10106
Jan. 22, 2014 March 6, 2014 43 days 6% Nifty 50: 5% 10432 9844 10499
July 4, 2014 Aug. 15, 2014 42 days 6% Nifty 50: 4% 13486 12715 13563
Sept. 12, 2014 Oct. 31, 2014 49 days 5% Nifty 50: 4% 14497 13769 14696
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 15583 14500 15583
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 16331 15424 16584
March 3, 2015 Sept. 3, 2016 550 days 22% Nifty 50: 22% 16677 12938 16733
Oct. 5, 2016 March 15, 2017 161 days 12% Nifty 50: 9% 16903 14955 17002
Jan. 23, 2018 July 12, 2018 170 days 8% Nifty 50: 9% 20974 19359 21067
Aug. 28, 2018 May 24, 2019 269 days 17% Nifty 50: 14% 23097 19176 23197
June 3, 2019 Dec. 17, 2019 197 days 12% Nifty 50: 11% 23639 20831 23659
Feb. 20, 2020 Sept. 16, 2020 209 days 34% Nifty 50: 37% 25716 16903 25799
Sept. 16, 2020 Oct. 6, 2020 20 days 6% Nifty 50: 7% 25799 24191 25876
Jan. 12, 2021 Feb. 2, 2021 21 days 6% Nifty 50: 6% 32376 30462 32722
Feb. 15, 2021 May 22, 2021 96 days 7% Nifty 50: 6% 34862 32270 34972
Oct. 18, 2021 Jan. 12, 2022 86 days 8% Nifty 50: 10% 43141 39834 43373
Jan. 17, 2022 Nov. 30, 2022 317 days 19% Nifty 50: 16% 43639 35503 43659
Dec. 1, 2022 May 27, 2023 177 days 9% Nifty 50: 10% 43888 39870 43888
Sept. 15, 2023 Nov. 16, 2023 62 days 6% Nifty 50: 7% 48498 45440 48534
Sept. 26, 2024 Aug. 1, 2026 674 days 18% Nifty 50: 15% 68046 55663 68800
Aug. 3, 2026 Oct. 30, 2026 88 days 9% Nifty 50: 10% 68800 62486 64055