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MF_150817

Canara Robeco Mid Cap Fund- Direct Plan- Growth Option

Equity Schemes - Mid Cap Fund

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End Amount
₹18,021.98
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.30%
MF_150817 Return
Benchmark CAGR
6.80%
Nifty 50
Inflation Adj. CAGR
11.73%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
1.07
Volatility vs Benchmark
Sharpe Ratio
0.75
Risk-Adjusted Return
Sortino Ratio
1.22
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 64% 41% 21%
60 days 73% 26% 15%
90 days 75% 24% 13%
180 days 75% 20% 8%
1Yr 88% 12% 2%
3Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Canara Robeco Mid Cap Fund- Direct Plan- Growth Option Nifty 50
30 days -36.2% | -65.1% | 21.8% | 209.0% 26.6% | -53.6% | 9.6% | 145.2%
60 days -43.9% | -50.8% | 22.1% | 135.7% -23.0% | -41.2% | 8.3% | 87.5%
90 days -26.5% | -39.6% | 23.0% | 106.9% -25.0% | -31.3% | 11.3% | 59.6%
1 Year -2.4% | 0.3% | 12.8% | 52.7% -10.0% | -8.4% | 9.5% | 31.1%
3 Years 15.4% | 15.3% | 20.2% | 22.9% 7.7% | 6.0% | 10.1% | 14.8%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
Dec. 14, 2022 April 28, 2023 135 days 6% Nifty 50: 9% 10020 9431 10050
Sept. 11, 2023 Nov. 11, 2023 61 days 6% Nifty 50: 6% 12198 11508 12218
Feb. 19, 2024 April 1, 2024 42 days 5% Nifty 50: 1% 14136 13387 14206
July 31, 2024 Aug. 28, 2024 28 days 6% Nifty 50: 4% 17602 16633 17602
Sept. 24, 2024 Aug. 20, 2025 330 days 21% Nifty 50: 15% 18202 14336 18242
Sept. 18, 2025 May 6, 2026 230 days 14% Nifty 50: 12% 18521 15964 18521
Aug. 25, 2026 Oct. 30, 2026 66 days 12% Nifty 50: 9% 19830 17512 18022