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

We don't give personal investment advice. Canara Robeco Emerging Equities-INCOME PLAN is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.0%. 5-year CAGR: 6.02%.

Canara Robeco

Canara Robeco Emerging Equities-INCOME PLAN

Latest NAV

₹77.8000

As of

3 Jun 2026

4,958 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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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	+0.53%	+0.11%	+0.42	2 / 32	Q1
1W	-2.22%	-1.76%	-0.46	27 / 32	Q4
2W	-1.28%	-0.27%	-1.01	27 / 32	Q4
1M	-1.88%	-1.02%	-0.86	28 / 32	Q4
3M	-0.32%	-1.18%	+0.86	9 / 32	Q2
6M	-6.90%	-5.43%	-1.48	23 / 32	Q3
YTD	-5.17%	-5.57%	+0.39	16 / 32	Q2
1Y	-9.87%	-1.21%	-8.66	30 / 32	Q4
2Y	-2.64%	+1.22%	-3.86	26 / 32	Q4
3Y	+7.21%	+13.45%	-6.25	28 / 32	Q4
4Y	+8.09%	+13.62%	-5.53	28 / 32	Q4
5Y	+6.02%	+11.89%	-5.87	29 / 32	Q4
7Y	+8.11%	+12.99%	-4.88	28 / 32	Q4
10Y	+8.53%	+11.48%	-2.95	26 / 32	Q4
Inception	+8.96%	+9.20%	-0.25	18 / 29	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
2026 YTD	-5.17%	-5.57%	+0.39	16 / 32
2025	-5.87%	+2.91%	-8.78	32 / 32
2024	+20.37%	+19.92%	+0.46	12 / 32
2023	+17.44%	+27.73%	-10.28	30 / 32
2022	-2.62%	+2.49%	-5.11	27 / 32
2021	+24.69%	+32.49%	-7.79	31 / 32
2020	+17.17%	+13.97%	+3.20	9 / 32
2019	+1.95%	+4.84%	-2.89	24 / 32
2018	-14.41%	-10.87%	-3.54	21 / 32
2017	+42.43%	+31.34%	+11.09	4 / 32
2016	-5.08%	+2.52%	-7.60	29 / 32

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

+15.05%

234 windows

min -67.0% · max 155.6%

65% positive

3-Year rolling

+12.48%

210 windows

min -25.8% · max 46.3%

88% positive

5-Year rolling

+12.89%

185 windows

min -2.7% · max 32.5%

98% positive

7-Year rolling

+12.89%

161 windows

min 2.4% · max 31.8%

100% positive

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

14.57%

3-year · annualised

Sharpe ratio

0.11

vs risk-free 6.5%

Sortino ratio

0.15

Downside-only deviation

Max drawdown

-25.66%

Sep 2024 → Mar 2026

% positive months

66.7%

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.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹329.5320	3 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹58.2030	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹77.8000
2 Jun 2026	₹78.0800
1 Jun 2026	₹77.6700
29 May 2026	₹78.5700
27 May 2026	₹79.8900
26 May 2026	₹79.8500
25 May 2026	₹80.0100
22 May 2026	₹79.3200
21 May 2026	₹79.2100
20 May 2026	₹79.2000

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.

As of 03 Jun 2026, the NAV of Canara Robeco Emerging Equities-INCOME PLAN is ₹77.8000. It's a Large & Mid Cap Fund from Canara Robeco, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Canara Robeco Emerging Equities-INCOME 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-INCOME PLAN is managed by Canara Robeco. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Emerging Equities-INCOME PLAN has delivered a absolute return of -9.87% — -8.66 pp behind the Large & Mid Cap Fund category average of -1.21%. The fund ranks #30 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Canara Robeco Emerging Equities-INCOME PLAN has delivered a CAGR of 7.21% — -6.25 pp behind the Large & Mid Cap Fund category average of 13.45%. The fund ranks #28 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Canara Robeco Emerging Equities-INCOME PLAN has delivered a CAGR of 6.02% — -5.87 pp behind the Large & Mid Cap Fund category average of 11.89%. The fund ranks #29 of 32 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Canara Robeco Emerging Equities-INCOME PLAN exactly 10 years ago would be worth approximately ₹226,647 today — a multiplier of 2.27×, based on the 10-year CAGR of 8.53%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

A ₹10,000 monthly SIP in Canara Robeco Emerging Equities-INCOME PLAN over the last 5 years — total invested ₹600,000 — would be worth ₹661,010 today. That's an XIRR (money-weighted annualised return) of 3.82%.

A ₹10,000 monthly SIP for 10 years in Canara Robeco Emerging Equities-INCOME PLAN = ₹1,200,000 invested. It would currently be worth ₹1,748,664 (multiplier 1.46×). XIRR: 7.31%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Canara Robeco Emerging Equities-INCOME PLAN ranks #29 out of 32 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.89%; this fund delivered 6.02%.

The worst peak-to-trough decline Canara Robeco Emerging Equities-INCOME PLAN has experienced over the last 5-year window is 26.02% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. 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-INCOME PLAN averaged 12.89% (best 32.54%, worst -2.65%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.05 — weak risk-adjusted performance.

In calendar year 2025, Canara Robeco Emerging Equities-INCOME PLAN returned -5.87% — lagging the Large & Mid Cap Fund category average of 2.91% by 8.78 pp. It ranked #32 of 32 in its category that year.

Canara Robeco Emerging Equities-INCOME PLAN is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

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

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.0%. 5-year CAGR: 6.02%.

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