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Canara Robeco ELSS - Tax Saver Fund - Direct Plan - GROWTH OPTION

code 118285 ELSS direct plan ยท growth NAVs 2013-01-02 to 2026-11-09

Benchmark: BSE 500 proxy 151728 declared: AMFI Fund Performance (Fund-Performance-30-Sep-2026--2031 (6).xlsx), as of 2026-09-30 Compare with:

Growth of โ‚น10,000 vs benchmark

From 2023-04-21, common dates. Scroll or drag to zoom.

Drawdown

Rolling 1-year CAGR

Returns

periodfundfund*benchmark*fund โˆ’ benchmark*from โ†’ to
1M8.61% 8.61%7.85% 0.76% 2026-10-09 โ†’ 2026-11-09
3M0.87% 0.87%-0.57% 1.44% 2026-08-07 โ†’ 2026-11-09
6M4.69% 4.69%2.40% 2.29% 2026-05-08 โ†’ 2026-11-09
1Y4.01% 4.01%0.43% 3.58% 2025-11-07 โ†’ 2026-11-09
3Y13.23% 13.23%11.15% 2.09% 2023-11-09 โ†’ 2026-11-09
5Y10.00% -- - 2021-11-09 โ†’ 2026-11-09
7Y16.81% -- - 2019-11-08 โ†’ 2026-11-09
10Y15.53% -- - 2016-11-09 โ†’ 2026-11-09
since inception14.97% 15.54%14.06% 1.48% 2013-01-02 โ†’ 2026-11-09

Absolute under 1 year, CAGR from 1 year. * Common dates only.

Calendar years

year201420152016201720182019202020212022202320242025
fund45.83%1.14%0.54%33.02%3.55%11.77%28.68%36.81%1.22%25.20%18.88%6.46%
benchmark----------14.95%7.17%

Rolling returns

lengthperiodsaveragemedianworstbest% positive% beating benchmark
1 year63013.10%7.58% -6.62%43.67%87% 80%
3 years13912.94%13.24% 9.91%16.92%100% 100%

Risk and risk-adjusted return

3 years
2023-11 โ€“ 2026-10
5 years
2021-11 โ€“ 2026-10
10 years
2016-11 โ€“ 2026-10
CAGR11.51%8.99%14.37%
volatility14.90%13.94%15.92%
max drawdown-18.20%-18.64%-34.27%
downside deviation10.27%9.34%10.96%
Sharpe ratio0.410.280.59
Sortino ratio0.600.420.86
Calmar ratio0.63--
alpha (annualised)2.09%--
beta0.95--
Rยฒ0.98--
tracking error2.20%--
information ratio0.86--
up / down capture103 / 93--
Treynor ratio0.06--
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics

Category: ELSS

Overall โ˜…โ˜…โ˜…โ˜…โ˜† (3y โ˜…โ˜…โ˜…โ˜†โ˜† ยท 5y โ˜…โ˜…โ˜…โ˜†โ˜† ยท 10y โ˜…โ˜…โ˜…โ˜…โ˜†) ยท as of 2026-10 ยท 165 months of history

percentile rank (1 = best)3 years
of 36 funds
5 years
of 30 funds
10 years
of 26 funds
return46th63rd24th
volatility32nd35th16th
Sharpe38th66th20th
Sortino40th63rd20th
worst fall49th59th8th
risk-adjusted return (MRAR)38th66th16th

View category โ†’

Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.

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