Should I invest in Canara Robeco Multicap?

We don't give personal investment advice. Canara Robeco Multicap-GROWTH OPTION 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: 64.4%. 5-year CAGR: 7.86%.

Canara Robeco

Canara Robeco Multicap-GROWTH OPTION

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	+0.88%	+0.06%	+0.82	44 / 299	Q1
1W	+1.16%	-3.61%	+4.77	62 / 303	Q1
2W	+2.77%	-4.52%	+7.29	51 / 303	Q1
1M	+5.18%	-5.64%	+10.81	47 / 302	Q1
3M	-3.07%	-4.27%	+1.20	175 / 302	Q3
6M	-5.84%	+1.48%	-7.32	215 / 307	Q3
YTD	+6.92%	-0.18%	+7.10	112 / 309	Q2
1Y	-3.45%	+7.10%	-10.55	199 / 307	Q3
2Y	+6.44%	+2.20%	+4.24	137 / 303	Q2
3Y	+30.98%	+0.76%	+30.22	1 / 264	Q1
4Y	+2.15%	+0.58%	+1.57	146 / 235	Q3
5Y	+7.86%	+0.02%	+7.84	68 / 208	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.88%	+0.51%	+7.36	97 / 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
2012 YTD	+6.92%	+23.57%	-16.65	182 / 190
2011	-17.20%	-23.68%	+6.48	56 / 241
2010	+24.74%	+11.69%	+13.05	28 / 256
2009	+76.81%	+65.86%	+10.95	80 / 238
2008	-52.82%	-52.86%	+0.04	69 / 198
2007	—	—	—	—

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

+14.47%

49 windows

min -55.5% · max 128.7%

59% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+13.42%

25 windows

min 0.8% · max 31.0%

100% positive

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

5-Year rolling

+7.86%

1 window

min 7.9% · max 7.9%

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

26.63%

3-year · annualised

Sharpe ratio

0.90

vs risk-free 6.5%

Sortino ratio

2.41

Downside-only deviation

Max drawdown

-21.16%

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
2 Feb 2012	₹14.8300
1 Feb 2012	₹14.7000
31 Jan 2012	₹14.6600
30 Jan 2012	₹14.5200
27 Jan 2012	₹14.6900
25 Jan 2012	₹14.6600
24 Jan 2012	₹14.6000
23 Jan 2012	₹14.5100
20 Jan 2012	₹14.5000
19 Jan 2012	₹14.4300

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 Multicap-GROWTH OPTION 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 Multicap-GROWTH OPTION has NAV history starting from 07 Feb 2007, a track record of about 19 years 4 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 Multicap-GROWTH OPTION 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 Multicap-GROWTH OPTION has delivered a absolute return of -3.45% — -10.55 pp behind the Growth category average of 7.10%. The fund ranks #199 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Canara Robeco Multicap-GROWTH OPTION has delivered a CAGR of 30.98% — +30.22 pp ahead of the Growth category average of 0.76%. The fund ranks #1 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Canara Robeco Multicap-GROWTH OPTION has delivered a CAGR of 7.86% — +7.84 pp ahead of the Growth category average of 0.02%. The fund ranks #68 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in Canara Robeco Multicap-GROWTH OPTION exactly 5 years ago would be worth approximately ₹145,965 today — a multiplier of 1.46×, based on the 5-year CAGR of 7.86%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Canara Robeco Multicap-GROWTH OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹754,723 today. That's an XIRR (money-weighted annualised return) of 9.09%.

Canara Robeco Multicap-GROWTH OPTION doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹754,723 — XIRR 9.09%.

On a 5-year basis, Canara Robeco Multicap-GROWTH OPTION ranks #68 out of 208 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.02%; this fund delivered 7.86%.

The worst peak-to-trough decline Canara Robeco Multicap-GROWTH OPTION has experienced over the last 5-year window is 64.39% — its NAV fell from a high on 07 Jan 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 Multicap-GROWTH OPTION averaged 7.86% (best 7.86%, worst 7.86%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2011, Canara Robeco Multicap-GROWTH OPTION returned -17.20% — beating the Growth category average of -23.68% by 6.48 pp. It ranked #56 of 241 in its category that year.

Canara Robeco Multicap-GROWTH OPTION 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 Multicap-GROWTH OPTION 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: 64.4%. 5-year CAGR: 7.86%.

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