Should I invest in Canara Robeco Equity Diversified-Bonus?

We don't give personal investment advice. Canara Robeco Equity Diversified-Bonus 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: 54.4%. 5-year CAGR: 3.27%.

Canara Robeco

Canara Robeco Equity Diversified-Bonus

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	-0.50%	+0.06%	-0.56	245 / 299	Q4
1W	-1.14%	-3.61%	+2.47	217 / 303	Q3
2W	-1.56%	-4.52%	+2.96	188 / 303	Q3
1M	-1.17%	-5.64%	+4.46	164 / 302	Q3
3M	+4.63%	-4.27%	+8.90	93 / 302	Q2
6M	+14.13%	+1.48%	+12.65	68 / 307	Q1
YTD	-0.43%	-0.18%	-0.25	151 / 309	Q2
1Y	+19.90%	+7.10%	+12.79	91 / 307	Q2
2Y	+7.63%	+2.20%	+5.43	134 / 303	Q2
3Y	+6.59%	+0.76%	+5.83	125 / 264	Q2
4Y	+22.87%	+0.58%	+22.28	13 / 235	Q1
5Y	+3.27%	+0.02%	+3.25	122 / 208	Q3
7Y	+3.99%	+3.12%	+0.88	106 / 130	Q4
10Y	—	—	—	—	—
Inception	+4.09%	+0.51%	+3.58	170 / 310	Q3

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	-0.43%	+0.03%	-0.46	93 / 154
2012	+31.45%	+23.57%	+7.88	60 / 190
2011	-19.40%	-23.68%	+4.28	67 / 241
2010	+11.05%	+11.69%	-0.64	145 / 256
2009	+72.71%	+65.86%	+6.85	100 / 238
2008	-51.24%	-52.86%	+1.61	55 / 198
2007	+40.30%	+42.91%	-2.61	82 / 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

+10.89%

72 windows

min -53.8% · max 105.9%

63% positive

3-Year rolling

+8.59%

47 windows

min -11.6% · max 29.4%

94% positive

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

5-Year rolling

+4.76%

22 windows

min 0.1% · max 13.7%

100% 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

14.39%

3-year · annualised

Sharpe ratio

0.04

vs risk-free 6.5%

Sortino ratio

0.06

Downside-only deviation

Max drawdown

-23.44%

Oct 2010 → Dec 2011

% positive months

47.2%

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	₹27.7800
31 Jan 2013	₹27.9200
30 Jan 2013	₹28.0300
29 Jan 2013	₹28.0100
28 Jan 2013	₹28.0800
25 Jan 2013	₹28.1000
24 Jan 2013	₹27.8400
23 Jan 2013	₹28.1000
22 Jan 2013	₹28.1400
21 Jan 2013	₹28.2800

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 Equity Diversified-Bonus 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 Equity Diversified-Bonus 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 Equity Diversified-Bonus 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 Equity Diversified-Bonus has delivered a absolute return of 19.90% — +12.79 pp ahead of the Growth category average of 7.10%. The fund ranks #91 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Canara Robeco Equity Diversified-Bonus has delivered a CAGR of 6.59% — +5.83 pp ahead of the Growth category average of 0.76%. The fund ranks #125 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Canara Robeco Equity Diversified-Bonus has delivered a CAGR of 3.27% — +3.25 pp ahead of the Growth category average of 0.02%. The fund ranks #122 of 208 in its category — the third (Q3) quartile.

₹1 lakh invested in Canara Robeco Equity Diversified-Bonus exactly 5 years ago would be worth approximately ₹117,463 today — a multiplier of 1.17×, based on the 5-year CAGR of 3.27%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Canara Robeco Equity Diversified-Bonus over the last 5 years — total invested ₹600,000 — would be worth ₹792,702 today. That's an XIRR (money-weighted annualised return) of 11.05%.

Canara Robeco Equity Diversified-Bonus doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹792,702 — XIRR 11.05%.

On a 5-year basis, Canara Robeco Equity Diversified-Bonus ranks #122 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 3.27%.

The worst peak-to-trough decline Canara Robeco Equity Diversified-Bonus has experienced over the last 5-year window is 54.45% — its NAV fell from a high on 05 Feb 2008 to a low on 09 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 Equity Diversified-Bonus averaged 4.76% (best 13.74%, worst 0.06%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.06 — weak risk-adjusted performance.

In calendar year 2012, Canara Robeco Equity Diversified-Bonus returned 31.45% — beating the Growth category average of 23.57% by 7.88 pp. It ranked #60 of 190 in its category that year.

Canara Robeco Equity Diversified-Bonus 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 Equity Diversified-Bonus 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: 54.4%. 5-year CAGR: 3.27%.

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