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MF_118309

CANARA ROBECO CONSERVATIVE HYBRID FUND - DIRECT PLAN - GROWTH OPTION

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹33,343.50
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.10%
MF_118309 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
4.05%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.25
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
1.03
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 45% 22% 49%
60 days 42% 18% 30%
90 days 42% 16% 24%
180 days 40% 12% 16%
1Yr 38% 7% 11%
3Yr 16% 2% 5%
5Yr 8% 2% 5%
7Yr 5% 1% 4%
10Yr 0% 0% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period CANARA ROBECO CONSERVATIVE HYBRID FUND - DIRECT PLAN - GROWTH OPTION Nifty 50
30 days -8.0% | -23.0% | 10.2% | 46.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -12.1% | -14.4% | 9.8% | 36.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -9.2% | -9.9% | 10.1% | 31.6% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 0.6% | 1.4% | 9.3% | 22.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 7.4% | 6.4% | 9.2% | 13.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.7% | 7.0% | 9.7% | 11.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 8.6% | 8.6% | 9.5% | 10.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 8.3% | 8.5% | 9.4% | 10.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 23, 2015 May 10, 2016 200 days 6% Nifty 50: 16% 13880 13051 13887
Feb. 20, 2020 June 23, 2020 124 days 10% Nifty 50: 37% 19687 17689 19740