Canara Robeco Small Cap Fund - Direct Plan - GROWTH OPTION
code 146130 Small Cap Fund direct plan · growth NAVs 2019-02-19 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2019-02-19, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | -0.36% | -4.53% | -4.01% | -0.52% | 2026-10-09 → 2026-11-09 |
| 3M | -4.78% | 0.61% | 1.02% | -0.41% | 2026-08-07 → 2026-11-09 |
| 6M | -1.04% | 16.77% | 21.57% | -4.79% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.30% | 5.78% | 6.92% | -1.15% | 2025-11-07 → 2026-11-09 |
| 3Y | 10.94% | 11.70% | 13.87% | -2.16% | 2023-11-09 → 2026-11-09 |
| 5Y | 12.25% | 14.33% | 14.59% | -0.26% | 2021-11-09 → 2026-11-09 |
| 7Y | 24.33% | 24.60% | 21.70% | 2.90% | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 21.07% | 21.64% | 20.02% | 1.63% | 2019-02-19 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| fund | 44.27% | 73.82% | 8.64% | 34.09% | 24.77% | -3.35% |
| benchmark | 26.46% | 63.34% | -2.64% | 49.09% | 27.21% | -5.48% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,627 | 28.73% | 20.45% | -31.09% | 125.25% | 86% | 62% |
| 3 years | 1,131 | 28.49% | 28.99% | 11.11% | 52.51% | 100% | 55% |
| 5 years | 641 | 28.84% | 29.70% | 14.33% | 40.25% | 100% | 95% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 9.96% | 12.45% |
| volatility | 18.64% | 16.85% |
| max drawdown | -23.61% | -23.61% |
| downside deviation | 12.70% | 10.94% |
| Sharpe ratio | 0.28 | 0.44 |
| Sortino ratio | 0.42 | 0.68 |
| Calmar ratio | 0.42 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Category: Small Cap Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y ★★☆☆☆ · 10y -) · as of 2026-10 · 92 months of history
| percentile rank (1 = best) | 3 years of 24 funds | 5 years of 21 funds |
|---|---|---|
| return | 83rd | 70th |
| volatility | 22nd | 20th |
| Sharpe | 83rd | 70th |
| Sortino | 87th | 70th |
| worst fall | 40th | 40th |
| risk-adjusted return (MRAR) | 83rd | 70th |
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.