Should I invest in Canara Robeco Emerging Equities-BONUS PLAN?

We don't give personal investment advice. Canara Robeco Emerging Equities-BONUS PLAN is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 68.4%. 5-year CAGR: 4.86%.

Canara Robeco

Canara Robeco Emerging Equities-BONUS PLAN

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.22%	+0.06%	-0.29	209 / 299	Q3
1W	-0.18%	-3.61%	+3.43	174 / 303	Q3
2W	-2.18%	-4.52%	+2.34	207 / 303	Q3
1M	-3.73%	-5.64%	+1.90	207 / 302	Q3
3M	+4.76%	-4.27%	+9.03	85 / 302	Q2
6M	+15.01%	+1.48%	+13.53	65 / 307	Q1
YTD	-3.27%	-0.18%	-3.09	171 / 309	Q3
1Y	+26.27%	+7.10%	+19.16	68 / 307	Q1
2Y	+11.28%	+2.20%	+9.08	117 / 303	Q2
3Y	+13.31%	+0.76%	+12.56	69 / 264	Q2
4Y	+35.96%	+0.58%	+35.38	1 / 235	Q1
5Y	+4.86%	+0.02%	+4.84	108 / 208	Q3
7Y	+4.75%	+3.12%	+1.64	97 / 130	Q3
10Y	—	—	—	—	—
Inception	+4.87%	+0.51%	+4.35	149 / 310	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2013 YTD	-3.27%	+0.03%	-3.30	110 / 154
2012	+49.19%	+23.57%	+25.62	5 / 190
2011	-22.30%	-23.68%	+1.38	92 / 241
2010	+28.29%	+11.69%	+16.60	14 / 256
2009	+108.04%	+65.86%	+42.18	11 / 238
2008	-66.42%	-52.86%	-13.56	183 / 198
2007	+31.20%	+42.91%	-11.71	101 / 137
2006	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.86%

72 windows

min -65.3% · max 169.0%

63% positive

3-Year rolling

+10.66%

47 windows

min -22.6% · max 48.5%

72% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+4.07%

23 windows

min -0.4% · max 11.0%

96% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.40%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

0.73

Downside-only deviation

Max drawdown

-27.95%

Oct 2010 → Dec 2011

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
1 Feb 2013	₹22.4500
31 Jan 2013	₹22.5000
30 Jan 2013	₹22.4500
29 Jan 2013	₹22.4600
28 Jan 2013	₹22.5400
25 Jan 2013	₹22.4900
24 Jan 2013	₹22.2500
23 Jan 2013	₹22.6400
22 Jan 2013	₹22.7600
21 Jan 2013	₹22.9300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Canara Robeco Emerging Equities-BONUS PLAN is a Growth from Canara Robeco (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Canara Robeco Emerging Equities-BONUS PLAN has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Canara Robeco Emerging Equities-BONUS PLAN is managed by Canara Robeco. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Emerging Equities-BONUS PLAN has delivered a absolute return of 26.27% — +19.16 pp ahead of the Growth category average of 7.10%. The fund ranks #68 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Canara Robeco Emerging Equities-BONUS PLAN has delivered a CAGR of 13.31% — +12.56 pp ahead of the Growth category average of 0.76%. The fund ranks #69 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Canara Robeco Emerging Equities-BONUS PLAN has delivered a CAGR of 4.86% — +4.84 pp ahead of the Growth category average of 0.02%. The fund ranks #108 of 208 in its category — the third (Q3) quartile.

₹1 lakh invested in Canara Robeco Emerging Equities-BONUS PLAN exactly 5 years ago would be worth approximately ₹126,764 today — a multiplier of 1.27×, based on the 5-year CAGR of 4.86%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Canara Robeco Emerging Equities-BONUS PLAN over the last 5 years — total invested ₹600,000 — would be worth ₹951,248 today. That's an XIRR (money-weighted annualised return) of 18.44%.

Canara Robeco Emerging Equities-BONUS PLAN doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹951,248 — XIRR 18.44%.

On a 5-year basis, Canara Robeco Emerging Equities-BONUS PLAN ranks #108 out of 208 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 0.02%; this fund delivered 4.86%.

The worst peak-to-trough decline Canara Robeco Emerging Equities-BONUS PLAN has experienced over the last 5-year window is 68.40% — its NAV fell from a high on 05 Feb 2008 to a low on 12 Mar 2009. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Canara Robeco Emerging Equities-BONUS PLAN averaged 4.07% (best 11.05%, worst -0.39%). 96% of rolling windows ended positive. The 5-year Sharpe ratio is 0.15 — weak risk-adjusted performance.

In calendar year 2012, Canara Robeco Emerging Equities-BONUS PLAN returned 49.19% — beating the Growth category average of 23.57% by 25.62 pp. It ranked #5 of 190 in its category that year.

Canara Robeco Emerging Equities-BONUS PLAN doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Canara Robeco Emerging Equities-BONUS PLAN is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 68.4%. 5-year CAGR: 4.86%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.