Canara Robeco Focused Fund - Direct Plan - Growth Option
code 148883 Focused Fund direct plan · growth NAVs 2021-05-18 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-04-21, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 9.60% | 9.60% | 7.85% | 1.75% | 2026-10-09 → 2026-11-09 |
| 3M | 2.02% | 2.02% | -0.57% | 2.58% | 2026-08-07 → 2026-11-09 |
| 6M | 7.07% | 7.07% | 2.40% | 4.67% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.73% | 1.73% | 0.43% | 1.30% | 2025-11-07 → 2026-11-09 |
| 3Y | 14.85% | 14.85% | 11.15% | 3.70% | 2023-11-09 → 2026-11-09 |
| 5Y | 12.15% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 15.42% | 17.17% | 14.06% | 3.11% | 2021-05-18 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| fund | 3.42% | 25.25% | 25.45% | 7.74% |
| benchmark | - | - | 14.95% | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 630 | 14.94% | 10.47% | -9.89% | 47.06% | 85% | 70% |
| 3 years | 139 | 14.16% | 14.31% | 10.85% | 18.68% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 12.57% | 10.82% |
| volatility | 15.08% | 13.82% |
| max drawdown | -16.49% | -18.15% |
| downside deviation | 10.45% | 9.21% |
| Sharpe ratio | 0.47 | 0.40 |
| Sortino ratio | 0.68 | 0.60 |
| Calmar ratio | 0.76 | - |
| alpha (annualised) | 3.13% | - |
| beta | 0.94 | - |
| R² | 0.94 | - |
| tracking error | 3.92% | - |
| information ratio | 0.73 | - |
| up / down capture | 108 / 93 | - |
| Treynor ratio | 0.08 | - |
60 months: benchmark lacks some months of the window: no relative metrics
Category: Focused Fund
Overall ★★★★☆ (3y ★★★☆☆ · 5y ★★★★☆ · 10y -) · as of 2026-10 · 65 months of history
| percentile rank (1 = best) | 3 years of 27 funds | 5 years of 22 funds |
|---|---|---|
| return | 50th | 24th |
| volatility | 31st | 24th |
| Sharpe | 47th | 24th |
| Sortino | 50th | 24th |
| worst fall | 20th | 29th |
| risk-adjusted return (MRAR) | 47th | 24th |
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.