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MF_148883

Canara Robeco Focused Fund - Direct Plan - Growth Option

Equity Schemes - Focused Fund

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End Amount
₹20,118.34
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.67%
MF_148883 Return
Benchmark CAGR
9.38%
Nifty 50
Inflation Adj. CAGR
8.62%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.88
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% 19% 14%
60 days 67% 13% 9%
90 days 72% 11% 8%
180 days 73% 8% 3%
1Yr 89% 5% 2%
3Yr 100% 5% 0%
5Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Canara Robeco Focused Fund - Direct Plan - Growth Option Nifty 50
30 days -1.2% | -61.4% | 18.4% | 164.1% 26.6% | -57.7% | 10.2% | 162.7%
60 days -34.3% | -44.7% | 16.6% | 101.0% -23.0% | -41.5% | 9.0% | 96.1%
90 days -26.9% | -34.8% | 15.8% | 74.5% -25.0% | -31.4% | 11.1% | 67.4%
1 Year -8.2% | -3.6% | 10.8% | 41.1% -10.0% | -6.8% | 8.7% | 30.7%
3 Years 12.6% | 11.8% | 18.7% | 24.1% 7.7% | 6.4% | 13.2% | 18.0%
5 Years 10.6% | 10.1% | 13.8% | 15.0% 6.4% | 5.6% | 9.4% | 10.7%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 15, 2021 Jan. 1, 2022 47 days 6% Nifty 50: 8% 12525 11775 12544
Jan. 17, 2022 Sept. 13, 2022 239 days 18% Nifty 50: 16% 12880 10542 12919
Sept. 13, 2022 Oct. 29, 2022 46 days 6% Nifty 50: 7% 12919 12189 12939
Dec. 1, 2022 May 27, 2023 177 days 9% Nifty 50: 10% 13225 12091 13245
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 14822 13886 14862
Sept. 26, 2024 Aug. 20, 2025 328 days 16% Nifty 50: 15% 21351 17830 21381
Oct. 29, 2025 Oct. 30, 2026 366 days 15% Nifty 50: 14% 22002 18698 20118