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MF_146130

CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION

Equity Schemes - Small Cap Fund

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End Amount
₹41,688.31
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.37%
MF_146130 Return
Benchmark CAGR
11.94%
Nifty 50
Inflation Adj. CAGR
14.61%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.76
Risk-Adjusted Return
Sortino Ratio
1.15
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 60% 58% 32%
60 days 63% 38% 20%
90 days 64% 32% 16%
180 days 73% 24% 12%
1Yr 80% 19% 5%
3Yr 100% 13% 0%
5Yr 100% 13% 0%
7Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION Nifty 50
30 days -54.0% | -74.0% | 29.4% | 311.8% 26.6% | -62.4% | 13.9% | 205.2%
60 days -49.5% | -67.6% | 27.1% | 184.8% -23.0% | -51.2% | 15.1% | 139.9%
90 days -31.9% | -61.4% | 24.0% | 159.8% -25.0% | -63.8% | 14.8% | 119.4%
1 Year -4.7% | -16.6% | 20.2% | 110.5% -10.0% | -18.8% | 10.1% | 61.0%
3 Years 10.0% | 12.1% | 28.3% | 47.7% 7.7% | 7.1% | 15.1% | 26.8%
5 Years 12.1% | 13.6% | 29.6% | 38.4% 6.4% | 6.2% | 15.9% | 23.5%
7 Years 23.4% | 20.2% | 23.7% | 26.9% 11.2% | 11.1% | 12.2% | 14.4%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 15, 2019 Jan. 24, 2020 284 days 19% Nifty 50: 8% 10579 8601 10589
Feb. 20, 2020 Aug. 19, 2020 181 days 36% Nifty 50: 37% 11099 7083 11139
Sept. 16, 2020 Nov. 13, 2020 58 days 8% Nifty 50: 7% 12348 11389 12398
Jan. 8, 2021 Feb. 4, 2021 27 days 5% Nifty 50: 5% 14755 13946 14805
Aug. 2, 2021 Sept. 1, 2021 30 days 7% Nifty 50: 0% 21678 20070 21718
Oct. 18, 2021 Jan. 4, 2022 78 days 9% Nifty 50: 10% 24815 22547 24835
Jan. 17, 2022 April 2, 2022 75 days 13% Nifty 50: 13% 25864 22537 26004
April 11, 2022 Sept. 2, 2022 144 days 17% Nifty 50: 13% 26424 21998 26424
Sept. 15, 2022 May 31, 2023 258 days 11% Nifty 50: 6% 27522 24605 27552
Feb. 7, 2024 April 4, 2024 57 days 9% Nifty 50: 1% 37023 33586 37163
July 30, 2024 Aug. 21, 2024 22 days 5% Nifty 50: 3% 44416 42178 44705
Sept. 23, 2024 Aug. 11, 2026 687 days 24% Nifty 50: 15% 46284 35355 46284
Aug. 31, 2026 Oct. 30, 2026 60 days 12% Nifty 50: 8% 46643 41089 41688